NYSE$NOW

ServiceNow Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

ServiceNow reported Q1 2026 total revenue of $3.77B and net income of $469M, with diluted EPS of $0.45.

Total revenues increased 22% to $3.77 billion, including subscription revenue of $3.67 billion. Net income was $469 million; diluted EPS was $0.45. Subscription gross margin expanded while the company invests in AI and regulated-market cloud offerings.

  • Total revenue $3.77B (+22% YoY); subscription $3.67B.
  • Net income $469M; diluted EPS $0.45.
  • Income from operations $503M on operating leverage.
  • RPO and cRPO growth support recurring revenue outlook.

Headline financials

Total Revenue

$3.77B

Previous: $3.09B+22.1%
EPS (adj)

$0.45

Previous: $2.20-79.5%
Capital Expenditures

-$141M

Previous: -$205M+31.2%
Free Cash Flow

$1.53B

No prior period
Net Income

$469M

Previous: $460M+2.0%
Operating Income

$503M

Previous: $451M+11.5%
Gross Profit

$2.83B

Previous: $2.44B+16.1%
Cash & Equivalents

$2.7B

No prior period
Total Assets

$24.4B

No prior period

Revenue & EPS history

ServiceNow · Revenue · Quarterly

$3.77B

Q1 2026+22.1%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

ServiceNow · $72M total across 1 segment · Q3 2023

  • Professional services and other
    $72M-19.1%

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2026

Historical avgQ1 2026

+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

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