ServiceNow — 2026Q3 財報
公布於 2026-07-22
每股盈餘 $0.90，預期 $0.86 — 優於預期
次一交易日 -3.7%（收盤 2026-07-22 → 2026-07-23）
來源
8-K 文件 ↗綜述
ServiceNow's second quarter of 2026 (reported 22 July) beat the high end of its own guidance on every topline and profitability metric, with subscription revenues of $3,877 million up 24.5% year over year and current remaining performance obligations of $13.20 billion up 21%. The number the release leads with as the AI proof point is ServiceNow AI crossing $1 billion in annual contract value. The beat's composition matters: subscription revenues exceeded the high end by 150 basis points on net new ACV outperformance plus an on-premise mix shift, the latter driven by US Federal demand that pulled some Q3 revenue into Q2 - so part of the upside is timing, not run-rate. Full-year subscription revenue guidance was raised on the ACV strength, with Q3 subscription revenues guided to $3,975-$3,980 million. No company-posted transcript or prepared remarks and no never-paywalled transcript could be reached for this call, so the call section is deliberately empty rather than reconstructed.
評述
引文為原始文件中的英文原文，未經翻譯；其下一行是 TradingPilot 對它的解讀。
來自財報
A beat above the high end of guidance on every topline and profitability metric, with ServiceNow AI passing $1 billion in annual contract value - though part of the upside was on-premise revenue pulled forward from Q3 by US Federal demand.
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“Subscription revenues of $3,877 million in Q2 2026, representing 24.5% year-over-year growth, 23% in constant currency”
Subscription revenues were $3,877 million, up 24.5% year over year and 23% in constant currency.
來源 ↗ -
“ServiceNow beats high end of guidance across all Q2 2026 topline growth and profitability metrics, raises full year subscription revenues outlook”
The company beat the high end of guidance across all Q2 topline growth and profitability metrics and raised the full-year subscription revenues outlook.
來源 ↗ -
“ServiceNow AI crossed $1 billion in annual contract value in Q2 2026”
ServiceNow AI crossed $1 billion in annual contract value in the quarter.
來源 ↗ -
“Current remaining performance obligations of $13.20 billion as of Q2 2026, representing 21% year-over-year growth, 21.5% in constant currency • Remaining performance obligations of $29.0 billion as of Q2 2026, representing 21% year-over-year growth, 22% in constant currency”
Current remaining performance obligations were $13.20 billion, up 21% year over year, with total remaining performance obligations of $29.0 billion.
來源 ↗ -
“The company had 123 transactions over $1 million in net new annual contract value (“ACV”) in Q2 2026, growing nearly 40% year-over-year, and ended the quarter with 658 cu stomers with more than $5 million in ACV, representing approximately 23% year-over-year growth.”
The quarter had 123 transactions over $1 million in net new annual contract value, up nearly 40%, and ended with 658 customers above $5 million in ACV.
來源 ↗ -
“Q2 2026 subscription revenues exceeded the high end of our guidance range by 150 basis points, driven by a combination of net new ACV outperformance and on-premise revenue mix coming in ahead of expectations. This higher mix is primarily attributable to strong U.S. Federal demand, which accelerated some on-premise subscription revenues from Q3 2026 into Q2 2026. We are raising our FY 2026 subscription revenues guidance to reflect the net new ACV strength.”
The 150 basis-point beat over the high end of guidance came from net new ACV outperformance plus an on-premise mix shift, with US Federal demand accelerating some subscription revenues out of Q3 2026 into Q2 2026.
來源 ↗ -
“Subscription revenues $3,975 - $3,980 20.5 % 20 %”
Third-quarter guidance is subscription revenues of $3,975 - $3,980 million.
來源 ↗ -
“With our AI Control Tower as the market standard, agentic deployments of ServiceNow AI increased ninefold in just nine months.”
The CEO said agentic deployments of ServiceNow AI increased ninefold in nine months, framing the AI Control Tower as the market standard.
來源 ↗
截至 2026-08-24