ServiceNow (NOW) – Q1 2026 ResultsServiceNow – NOW
Pitch Summary: ServiceNow reported a strong Q1 2026 with subscription revenue of $3.671 billion, beating guidance. The company’s AI monetization is transitioning from narrative to commercial reality, with a revised AI revenue target of $1.5 billion. Despite the strong quarter, the stock sold off due to a conservative guide update, which included Armis acquisition impacts. […]
