Core Insights - AI is fundamentally reshaping the global economy, impacting both consumers and companies, as stated by Bill McDermott, CEO of ServiceNow [1][2] - The current AI spending boom is significant, with trillions being invested in AI infrastructure, although many digital transformation projects are failing to deliver returns [10] Company Developments - ServiceNow is experiencing a surge in demand for its AI-powered offerings, leading to a strong third-quarter performance with subscription revenue of $3.3 billion, a 22% year-over-year increase [15] - The company has raised its full-year guidance for subscription revenue, operating margin, and free cash flow, reflecting confidence in its AI capabilities [15][16] - ServiceNow is actively hiring in areas such as sales, technology architecture, and engineering to support its AI initiatives and is also focusing on re-skilling existing employees [4][5] Market Trends - The rise of generative AI poses a potential threat to the software industry, with concerns that companies may develop their own software instead of purchasing from vendors like ServiceNow [11] - Despite these concerns, McDermott asserts that ServiceNow's long-established platform cannot be easily replicated by customers [12][14] Product Innovations - ServiceNow's AI products, including Now Assist and Workflow Data Fabric, have shown strong uptake among both new and existing customers, with 103 deals exceeding $1 million in net new annual contract value [16] - The company is also investing in AI innovations and partnerships, enhancing its integration of AI into enterprise workflows [17]

ServiceNow Reports Third Quarter 2025 Financial Results; Board of Directors Authorizes Five-for-One Stock Split SANTA CLARA, Calif. - October 29, 2025 - ServiceNow (NYSE: NOW), the AI platform for business transformation, today announced financial results for its third quarter ended September 30, 2025, with subscription revenues of $3,299 million in Q3 2025, representing 21.5% year-over-year growth and 20.5% in constant currency. "This outstanding Q3 performance is the clearest demonstration yet that Servic ...

Core Insights - ServiceNow projects Q3 EPS at 4.27 with revenue expected to reach 3.36 billion, indicating strong financial performance [1] - For the fiscal year 2025, the company anticipates an EPS of 16.89, suggesting growth potential in the coming years [1] Financial Projections - Q3 EPS estimate: 4.27 [1] - Q3 revenue estimate: 3.36 billion [1] - FY 2025 EPS estimate: 16.89 [1]

Core Viewpoint - ServiceNow, Inc. (NYSE:NOW) is considered one of the best stocks for high returns as it approaches 2026, with mixed opinions from Wall Street ahead of its Q3 2025 earnings release scheduled for October 29, 2025 [1] Group 1: Analyst Ratings - Derrick Wood from TD Cowen reiterated a Buy rating on ServiceNow with a price target of $1,200, citing strong performance and growth potential, particularly driven by US federal bookings and a positive outlook on AI adoption [2] - John Difucci from Guggenheim reiterated a Sell rating with a price target of $734, indicating a 25.5% upside from current levels, while acknowledging the company's cloud-based AI platform that automates workflows [4] Group 2: Growth Drivers - Strong results in Q3 2025 are anticipated to alleviate market concerns regarding government spending uncertainty, with notable growth in the enterprise segment driven by increased AI demand and larger deal sizes [3]

Core Insights - xtype has launched the 2026 State of ServiceNow Operations Survey at the ServiceNow World Forum in New York, inviting customers to share insights on governance, AI adoption, and platform ROI [1][2] - The survey aims to benchmark the current state of ServiceNow delivery, focusing on managing complexity, enforcing technical governance, and preparing for GenAI [2][3] Survey Objectives - The 2026 survey will help ServiceNow teams benchmark their maturity, identify gaps in technical governance, and learn from peers on scaling safely and delivering faster [3][4] - The previous report highlighted critical technical governance challenges, emphasizing that ServiceNow is an ecosystem of interconnected instances, which requires proper governance to avoid risks and productivity losses [3][4] Operational Focus - The survey will examine operational realities such as environment sprawl, change control, upgrade strategies, and audit readiness [2][4] - Key findings from the previous report indicated that 70% of organizations reported negative impacts on development workflows due to clone-down processes, and only 57% of mature users utilized commercial tools for deployment automation [5] AI Adoption and Governance - 70% of respondents plan to adopt Gen AI within 12 months, indicating significant investment in AI capabilities [5] - Effective technical governance is essential for accelerating delivery while maintaining compliance and security as companies expand their ServiceNow usage [4][5] Participation and Insights - ServiceNow customers are encouraged to participate in the survey, which takes approximately 5 minutes to complete, and participants will receive early access to the report [6] - The insights gained from the survey will assist organizations in navigating operational challenges and building a foundation for AI and beyond [6]

Welcome back to another episode of Earnings Allstars. And this week is huge. We're getting the Mag Sevens.I've already covered those last week. Go see the video on the Mag Seven charts. I think that's what it's called.Five or six Mag Seven charts, something like that. Go check that one out. But there's a lot going on other than the Mag Seven this week.And I'm bringing you two videos this week to try to cover at least 10 of those stocks. And I'll have many more on my Twitterx feed, on Stock Twits, on Blue Sk ...

Core Insights - ServiceNow (NOW) and Figma (FIG) utilize SaaS and PaaS technologies to assist enterprises in business transformation, with ServiceNow focusing on AI-powered workflow solutions and Figma on collaborative design-prototyping [1] Group 1: ServiceNow (NOW) Overview - ServiceNow's Workflow Data Fabric is gaining traction, included in 17 of the top 20 largest deals, combining data, analytics, and AI for improved enterprise outcomes [2] - The Zurich platform enhances AI adoption with multi-agentic AI, enterprise-grade security, and autonomous workflows, featuring tools like Build Agent and Developer Sandbox for application development [3] - ServiceNow's partnerships with companies like NVIDIA and Amazon Web Services are enhancing its AI capabilities and data integration solutions [4] - For Q3 2025, ServiceNow anticipates subscription revenues between $3.26 billion and $3.265 billion, reflecting a year-over-year growth of 19.5% at constant currency [5] Group 2: Figma (FIG) Overview - Figma launched four new products at its annual conference, expanding its portfolio and enhancing developer workflows with the Dev Mode MCP server [6] - New features have been introduced to improve user engagement, including integration with ChatGPT for AI-generated diagrams [7] - Figma expects Q3 2025 revenues between $263 million and $265 million, indicating a 33% year-over-year growth, but slower than the 41% growth in Q2 2025 [9] Group 3: Performance and Valuation Comparison - In the last three months, NOW shares decreased by 4.7%, while FIG shares fell by 56.4% [10] - Both NOW and FIG shares are currently considered overvalued, with a Value Score of F [13] - The Zacks Consensus Estimate for NOW's 2025 earnings is $16.82 per share, indicating a 20.8% rise year-over-year, while FIG's estimate is 30 cents per share, reflecting a 108% increase year-over-year [14][15] Group 4: Competitive Landscape - ServiceNow's strong AI portfolio and partner ecosystem are expected to drive its growth, while Figma faces competition from established players like Adobe and Microsoft, which have more advanced AI initiatives [16][17]

Core Viewpoint - ServiceNow has expanded its partnership with NVIDIA to enhance the integration of intelligent workflows and open models, aiming to scale trusted AI across various industries, with the introduction of the Apriel 2.0 model designed for efficiency and cost-effectiveness [1][2][9]. Group 1: Partnership and Collaboration - The collaboration between ServiceNow and NVIDIA focuses on delivering enterprise-grade AI solutions, including next-gen open models and secure AI agents, to address service-related challenges across different business sectors, particularly in regulated industries [2][3]. - The partnership aims to make high-performance, proven, and trusted AI accessible to every enterprise, emphasizing the importance of execution in deploying advanced intelligence [3]. Group 2: Apriel 2.0 Model - Apriel 2.0 is positioned as a frontier-level intelligence model that offers reasoning and accuracy comparable to larger models while being significantly smaller in size, expected to be in production by Q1 2026 [4][9]. - The model supports enhanced reasoning and multimodal input, allowing for better interpretation of various data formats, which is crucial for enterprise workflows [5][6]. - Apriel 2.0 is designed to facilitate autonomous and semi-autonomous agents, providing low-latency, multi-step reasoning capabilities across different systems and datasets [6][8]. Group 3: Operational Enhancements - The integration of ServiceNow workflows with NVIDIA's AI Factory reference designs is set to improve operational efficiency and customer experiences by accelerating the deployment of intelligent enterprise AI solutions [8][9]. - The collaboration will also enhance data center operations, leveraging ServiceNow's Data Center and Network Asset Management capabilities to optimize critical environmental assets [12].

Group 1 - ServiceNow, Inc. (NYSE:NOW) is recognized as one of the most promising AI stocks, with a "Buy" rating and a price target of $1,200.00 from TD Cowen analyst Derrick Wood [1][2] - The company is expected to report strong Q3 2025 results, driven by robust US federal bookings and a positive outlook on AI adoption, which may mitigate concerns over government spending uncertainties [1] - ServiceNow has shown strength in the enterprise segment, with increased demand for AI-related workloads and larger average deal sizes due to product bundling and successful upgrades [2] Group 2 - Innovations such as Workflow Data Fabric and AI Experience, along with strategic acquisitions, position ServiceNow well for future opportunities in CRM and AI monetization [2] - ClearBridge Investments highlighted ServiceNow as a leader in the monetization of generative AI, targeting $1 billion in annual contract value from AI-related products by 2026 [3] - While ServiceNow is acknowledged for its potential, some analysts believe other AI stocks may offer greater upside potential with less downside risk [3]

Core Viewpoint - ServiceNow's stock price has been stable recently, with investors concentrating on its revenue growth, but this may change with the upcoming third-quarter financial report [1] Group 1 - The stock price of ServiceNow has remained in a tight range over the past few weeks [1] - Investors are currently focused on the company's revenue growth [1] - Anticipation is building for the release of the third-quarter financial results, which could impact stock performance [1]