ServiceNow Inc (NOW) — the earnings record
As of the 2026-07-21 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -12.2% to +15.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$3.9B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Apr 26 | 2026-04-22 | ✗ miss | ✓ beat |
| Jan 26 | 2026-01-28 | ✓ beat | ✓ beat |
| Oct 25 | 2025-10-29 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-23 | ✓ beat | ✓ beat |
| Apr 25 | 2025-04-23 | ✓ beat | ✓ beat |
| Jan 25 | 2025-01-29 | ✓ beat | ✗ miss |
| Oct 24 | 2024-10-23 | ✗ miss | ✓ beat |
| Jul 24 | 2024-07-24 | ✓ beat | ✓ beat |
| Apr 24 | 2024-04-24 | ✓ beat | ✓ beat |
| Jan 24 | 2024-01-25 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full NOW print-record card — free registration.
FAQ · from the current data · as of 2026-07-21
Quick answers
How often does ServiceNow Inc beat earnings estimates?
Across the last 10 covered prints (as of the 2026-07-21 card), ServiceNow Inc beat EPS estimates 8 of 10 times and revenue estimates 9 of 10 times, with 7 double beats.
How does NOW stock react to earnings?
Measured close-of-print-day to the close three sessions later: 4 of the last 10 prints resolved up (beyond +3%), 2 flat, 4 down — reactions spanning -12.2% to +15.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was NOW's biggest earnings reaction?
+15.3% over the three sessions after the Apr 25 print (2025-04-23).
When does ServiceNow Inc report earnings next?
2026-07-22 (est EPS $0.86 · est revenue ~$3.9B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where NOW appears in the diary — 11 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Application Software: The SaaSpocalypse MapVertical agents, copilots, and which enterprise software companies survive AI disruption — and which don't.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
ServiceNow owns IT service management and is extending into enterprise-wide workflow orchestration; its agent platform is evolving from copilot to autonomous executor.
- Agentic Application Software: The SaaSpocalypse Map
Destination platforms own data or relationships that users — and now agents — return to regardless of the interface: Salesforce's CRM data (customer relationships, pipeline history, interaction logs), Palantir's ontology (connected…
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
Dailies
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
Software is the laggard: the software ETF flat at $105.41, Microsoft −0.5%, ServiceNow −0.8%; the security names hold, Palo Alto +1.2%.
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
The security group keeps the bid Sunday’s Weekly said it would find — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8%, ServiceNow +1.9% — and the buyers of compute that were bought on Monday are giving some of it back: Alphabet −1.6%…
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
The software ETF itself still fell 0.8%: Shopify −5.5%, ServiceNow −2.3%, Salesforce −2.0%, CoreWeave −4.9%, IonQ −5.8%.
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
The exception is the group that has been sold all week: the software ETF is up 0.5%, its first gain in six sessions, with ServiceNow +2.1% and Apple +2.7% the day after its event.
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
On the other side, the iShares software ETF fell 1.8%: Shopify −7.6%, UiPath −7.8%, Atlassian −6.9%, ServiceNow −5.0%, Workday −4.9%, Zscaler −4.6%, Intuit −4.1%, Adobe −3.5%.
- Chips up again, software down again — Friday's split is turning into a trend
Second session of the same trade, and it is widening: the optical and hardware names are up 7% to 12%, Intel 9%, AMD through $500, while Shopify falls 7%, Intuit, Workday and Booking 6%, and ServiceNow, Salesforce and Adobe 3% to 4%.
- Chips up, software down: Nvidia leads a split rebound while the bond market catches its breath
The selling has spread to the whole AI-software group: Cloudflare (NET), Datadog (DDOG), ServiceNow (NOW) and Samsara (IOT), which reports tomorrow, are all lower, and together they are the main weight on the software ETF.
- Software Earnings — It Ain’t Over Until It Is Over
Two beat-and-lose prints on the same day: ServiceNow −17.75% on a revenue beat and raised AI targets, IBM −6% on beats across the board.
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