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AI brief of an SEC Form 8-K · ServiceNow (NOW)

ServiceNow Q2 revenue up 24% to $3.99 billion; GAAP net income falls to $298 million

Mixed Impact 4 of 5 earnings Written later

ServiceNow reported second-quarter 2026 total revenues of $3,987 million, up 24% from a year earlier, and said subscription revenues exceeded the high end of its guidance range by 150 basis points. The company raised its full-year 2026 subscription revenue guidance, but GAAP income from operations fell to $162 million from $358 million and GAAP net income fell to $298 million, or $0.29 per diluted share, from $385 million, or $0.37.

Key points

  • Total revenues $3,987 million, up 24% year over year; subscription revenues $3,877 million, up 24.5%.
  • GAAP net income $298 million, or $0.29 per diluted share, versus $385 million, or $0.37, in Q2 2025.
  • FY 2026 GAAP subscription revenue guidance set at $15,760 million to $15,780 million, raised to reflect net new ACV strength.
  • Q3 2026 GAAP subscription revenue guidance of $3,975 million to $3,980 million; FX expected to be an approximately $35 million year-over-year headwind to Q3 cRPO.

The filing

CompanyServiceNow (NOW)
Form8-K, current report
Filed with the SECJul 22, 2026, 4:11 PM ET
Accession number0001373715-26-000072

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 22, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.