NYSE$NOW

ServiceNow Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

ServiceNow's Q1 2021 financial results were reported, showcasing substantial growth in subscription revenues and customer base.

ServiceNow reported a strong start to 2021, with significant growth in subscription revenues and remaining performance obligations. The company's focus on digital transformation and continuous innovation drove the results, with subscription revenues increasing by 30% year-over-year and current remaining performance obligations growing by 33%.

  • Subscription revenues reached $1,293 million, marking a 30% year-over-year increase.
  • Current remaining performance obligations totaled $4.4 billion, a 33% increase year-over-year.
  • The company's customer base with over $1 million in annual contract value grew to 1,146, representing a 23% year-over-year increase.
  • ServiceNow launched the Now Platform Quebec release and acquired Intellibot to enhance workflow automation capabilities.

Headline financials

Total Revenue

$1.36B

Previous: $1.05B+30.0%
EPS (adj)

$1.52

Previous: $1.05+44.8%
Transactions over $1M ACV

1.1K

No prior period
Capital Expenditures

-$107M

Previous: -$83.2M-28.6%
Free Cash Flow

-$24.6M

Previous: -$35M+29.8%
Net Income

$82.4M

Previous: $48.2M+70.9%
Operating Income

$97M

Previous: $49.3M+96.6%
Gross Profit

$1.06B

Previous: $823M+28.9%
Cash & Equivalents

$1.82B

Previous: $809M+125.2%
Total Assets

$8.82B

Previous: $6.2B+42.3%
Stock-Based Comp

$256M

Previous: $188M+36.2%

Revenue & EPS history

ServiceNow · Revenue · Quarterly

$1.36B

Q1 2021+30%vs Q1 2020
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

ServiceNow · $67M total across 1 segment · Q1 2021

  • Professional services and other
    $67M+31.4%

Forward guidance

ServiceNow will provide forward-looking guidance in connection with this quarterly announcement on its earnings conference call and webcast.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+2.7%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+5.9%

Avg return

30 days after

68%

40 / 59 earnings

Positive

+19.0%

Q4 2018

Best reaction

-18.5%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%-12.2%-0.9%
Q4 2025-5.9%-15.3%-16.7%
Q3 2025-0.7%-2.6%-10.9%
Q2 2025+1.9%+4.6%+9.2%
Q1 2025+15.5%+16.0%+23.6%
Q4 2024-11.4%-11.7%-18.7%
Q3 2024+4.2%+2.9%+15.5%
Q2 2024+8.3%+4.4%+8.2%
Q1 2024-3.3%-2.7%-0.3%
Q4 2023+1.8%+4.5%+2.3%
Q3 2023-0.6%+2.6%+21.6%
Q2 2023-3.9%+0.1%-3.2%
Q1 2023+2.7%+1.8%+21.5%
Q4 2022+4.4%-0.2%-4.0%
Q3 2022+10.4%+11.7%+8.1%
Q2 2022+3.2%+7.3%+5.2%
Q1 2022+10.5%+6.3%+4.4%
Q4 2021+6.8%+18.3%+17.2%
Q3 2021+1.6%+0.8%-4.0%
Q2 2021+0.7%+0.4%+8.6%
Q1 2021-10.2%-12.9%-15.8%
Q4 2020+4.1%+4.9%+0.2%
Q3 2020+2.2%-4.8%+5.5%
Q2 2020-0.8%+1.1%+12.1%
Q1 2020+18.8%+19.8%+31.1%
Q4 2019+8.8%+9.3%+3.8%
Q3 2019+4.1%+7.2%+22.6%
Q2 2019-1.8%-1.8%-9.6%
Q1 2019+7.0%+11.6%+10.4%
Q4 2018+19.0%+21.8%+31.8%
Q3 2018-5.0%-9.7%-11.6%
Q2 2018+4.0%-3.3%+4.7%
Q1 2018+2.8%+3.4%+10.0%
Q4 2017+4.2%+0.5%+13.7%
Q3 2017+0.2%-0.7%+1.9%
Q2 2017+2.6%+2.5%+2.6%
Q1 2017+4.5%+5.2%+17.5%
Q4 2016+6.6%+7.3%+9.3%
Q3 2016+6.5%+10.2%+10.0%
Q2 2016+4.1%+2.4%+0.2%
Q1 2016+16.6%
Q4 2015-18.5%
Q3 2015+4.3%
Q2 2015+3.1%
Q1 2015-9.2%
Q4 2014+8.8%
Q3 2014+6.7%
Q2 2014-1.5%
Q1 2014-9.7%
Q2 2011-3.1%
Q4 2011-3.1%
Q4 2013+11.3%
Q3 2013+7.9%
Q2 2013+7.4%
Q1 2013+16.2%
Q4 2010+0.6%
Q4 2012-8.2%
Q3 2012-2.7%
Q2 2012+7.7%
Q1 2012
Q1 2011
Q3 2011

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro