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ServiceNow Q3 2026 · Story

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NOWQ3 20261/4

Estimate vs Actual

Earnings per Share

$1.00

− 2.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

NOWQ3 20262/4

Guidance

Q4 Subscription Revenue

Company Guidance
4.245 – 4.255 B

22.6% YoY Growth ▲

Q4 cRPO Growth (Constant Currency)

Company Guidance
18.5%

2.5-Point Slowdown ▼

Q4 Adjusted Operating Margin

Company Guidance
32%

1.0-Point YoY Expansion ▲

NOWQ3 20263/4

In 30 Seconds

Revenue rose 20.5% to $4.11 billion, beating the estimate by 0.4%, while adjusted EPS missed by 2.0%.

  • The company raised its AI ACV target to $1.7 billion but guided fourth-quarter cRPO growth to 18.5%.
  • The stock fell 18.1% after hours to $122.91 as the cRPO slowdown took center stage.

First point of the analysis's “In 30 Seconds”.

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