Google inked a deal worth more than $1 billion to provide cloud-computing services to software firm ServiceNow https://t.co/Z53j1KJwk3 ...

谷歌公司从ServiceNow获得12亿美元云协议，合同为期多年。 ...

Since my last ServiceNow (NYSE: NOW ) analysis , the stock price has moved laterally with substantial volatility. The company's growth horizon remains intact, and the stock is primed for investment, despite a high valuation that somewhat limits upside.Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment company launched in May 2025 that is on trajectory to deliver among the highest annual returns in the world. Invictus Origin is developing innova ...

Core Insights - ServiceNow (NOW) reported Q2 2025 adjusted earnings of $4.09 per share, exceeding the Zacks Consensus Estimate by 15.54% and reflecting a 30.7% year-over-year increase [1] - Revenues reached $3.22 billion, surpassing the consensus mark by 3.02% and showing a 22.4% year-over-year growth [1] - At constant currency, revenues increased by 21.5% year over year to $3.19 billion [1] Revenue Breakdown - Subscription revenues improved by 22.5% year over year to $3.11 billion, with a 21.5% increase at constant currency to $3.09 billion [2] - Professional services and other revenues rose by 20% year over year to $102 million, with an 18% increase at constant currency to $101 million [2] Performance Obligations - Current remaining performance obligations (cRPO) stood at $10.65 billion, up 21.5% year over year at constant currency [3] - Total remaining performance obligations increased by 25.5% year over year at constant currency to $23.3 billion [3] Customer Growth - ServiceNow secured 89 transactions exceeding $1 million in net new annual contract value (ACV) during Q2 [4] - The company expanded its customer base, reaching 528 customers with over $5 million in ACV, representing a 19.5% year-over-year growth [4] AI Innovations - ServiceNow launched AI Control Tower and AI Agent Fabric, enhancing enterprise transformation through centralized AI governance [5] - The Core Business Suite was introduced, integrating HR, procurement, finance, and legal operations into a single AI-powered platform [6] Strategic Partnerships - Collaborations with AWS and NVIDIA strengthened AI capabilities, with AWS providing bi-directional data integration and NVIDIA introducing the Apriel Nemotron 15B reasoning model [7] - Additional partnerships with UKG and Cisco enhanced workforce management and AI Defense capabilities [7] Financial Metrics - Non-GAAP gross margin was 81%, down 160 basis points year over year, while subscription gross margin was 83.2% [9] - Operating expenses as a percentage of revenues decreased by 350 basis points year over year to 66.3% [10] - Non-GAAP operating margin expanded by 230 basis points year over year to 29.7% [10] Cash Flow and Share Repurchase - As of June 30, 2025, cash and cash equivalents totaled $6.13 billion, down from $6.6 billion at the end of Q1 2025 [11] - Free cash flow for the quarter was $535 million, a decrease from $1.48 billion in the previous quarter [11] - The company repurchased approximately 381,000 shares for $361 million, with $2.6 billion available for future repurchases [12] Guidance - For 2025, ServiceNow expects subscription revenues between $12.775 billion and $12.795 billion, indicating a 20% rise from 2024 [13] - Q3 2025 subscription revenues are projected between $3.26 billion and $3.265 billion, suggesting year-over-year growth of 20%-20.5% [14]

ServiceNow, Inc. NOW posted better-than-expected second-quarter financial results on Wednesday.ServiceNow reported second-quarter revenue of approximately $3.22 billion, beating the consensus estimate of $3.12 billion, according to Benzinga Pro. The company reported second-quarter adjusted earnings of $4.09 per share, beating analyst estimates of $3.57 per share."Our beat-and-raise quarter showcases the mission-critical nature of the ServiceNow AI Platform. Every business process in every industry is being ...

AI Impact on Workforce - ServiceNow 正在减少“令人厌恶的”职位的招聘，因为 AI 能够自动生成 97% 的标准软件，从而减轻了对支持职能和人员的压力 [1] - ServiceNow 客户的客户咨询案例中有 80% 现在完全由 AI 代理管理 [1] - AI 代理可以 24/7 全天候工作，无需支付工资或福利，从而降低成本 [2][3] - AI 正在加速公司运转速度，例如，AI 团队成员正在为销售人员完成准备工作 [2] Business Process Transformation - 企业需要重新思考如何在 ServiceNow 上运营，改变业务流程，打破 20 世纪的组织结构图，转向跨职能团队合作 [4][5] - 通过利用 ServiceNow 平台，企业不仅可以降低运营成本和提高生产力，还可以开辟新的业务模式和愿景 [6] Government & Regulation - ServiceNow 支持减少监管，鼓励更多创新，并赞扬政府在 AI 方面的工作 [7] - ServiceNow 平台正在帮助公共部门提高效率、透明度和问责制，并支持政府议程 [8]

ServiceNow Stock Up 4% After Guidance Raise On Agentic AI Growthhttps://t.co/GbdyC0CEDS https://t.co/pwvtFexcIy ...

Core Viewpoint - ServiceNow's strong second quarter performance, driven by agentic AI adoption, led to an increase in revenue guidance and a 4.8% rise in stock price on July 24 [1][4]. Financial Performance - ServiceNow reported second quarter revenue of $3.22 billion, a 23% increase year-over-year, exceeding the London Stock Exchange Group consensus by $100 million [3]. - The adjusted earnings per share for Q2 were $4.09, surpassing analyst expectations by 63 cents [3]. - Continuing remaining performance obligations (CRPO) reached $10.92 billion, reflecting a 25% increase [3]. Future Guidance - The company raised its 2025 subscription revenue guidance to $12.79 billion, which is $10 million above analyst estimates and $150 million higher than previous forecasts [4]. - ServiceNow's CEO indicated that the adoption of artificial intelligence is a key factor in the company's growth and guidance increase [4][6]. Growth Drivers - The integration of agentic AI into business processes is expected to enhance productivity and drive demand, particularly in customer service and relationship management [5][8]. - ServiceNow's AI business has reportedly quadrupled year-over-year, with average deal sizes increasing by one-third [10]. - The company anticipates significant growth in the Indian market, projecting a 115% increase in annual contract value from $130 million in 2024 to approximately $280 million by 2027 [15][16]. Market Opportunities - ServiceNow's CRM business is already generating $1.4 billion, with recent acquisitions expected to further boost growth [14]. - The company is well-positioned to capitalize on the demand for AI-driven solutions across various industries, including banking, manufacturing, and telecommunications [16][19]. Analyst Sentiment - Analysts express optimism regarding ServiceNow's performance, with an average price target of $1,096, indicating a potential 10% upside [18][21]. - The CFO highlighted that the combination of AI, data, and workflows is transformative for enterprises, contributing to significant deal volume growth [19].

瑞银集团：那些带有人工智能（AI）主题的股票已经在2025年上涨，（谷歌母公司Alphabet和 ServiceNOW等）热门科技股的业绩已经巩固这样的趋势。 ...

TORONTO, July 24, 2025 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) (“NowVertical” or the “Company”), a leading data and AI solutions provider, is pleased to announce its participation in the Qlik AI Reality Tour event in São Paulo, Brazil on July 29, 2025. This event brings together Qlik’s most innovative partners, clients, and thought leaders to explore the evolving landscape of enterprise AI adoption. This attendance follows NowVertical’s recent recognition as Qlik’s 2024 Latin America Channel ...