"ServiceNow reports Q3 results after the close today with the call slated for 5 p.m. ET. The stock's near-term reaction will hinge on whether AI-driven expansion continues to translate into large multi-product deals, resilient federal activity, and sustained margin discipline."
"Estimates Snapshot Q3 2025: Revenue $3.36B, EPS $4.27 FY 2025: Revenue $13.18B, EPS $16.89 FY 2026: Revenue $15.66B, EPS $20.04"
"AI Control Tower and agentic platform adoptionManagement framed ServiceNow as the control plane for enterprises to govern their own and third-party AI agents, highlighting early outperformance of AI Control Tower targets. Proof of broad agent orchestration and reference customers will matter for durability. Now Assist and Pro Plus monetization cadenceLeadership reiterated a path to $1B in Now Assist ACV by 2026 and called out rising deal sizes and attach rates across ITSM, CSM, HR, SecOps, and Risk. Investors will look for usage ramp and assist-pack conversion evidence. Front-office push, CPQ and order managementWith Logik.ai, sales and order management are now in focus. Any pipeline color, large wins, or vertical proof points can re-rate the long-term CRM opportunity on the platform."
ServiceNow provided Q3 and fiscal estimates, including Q3 revenue of $3.36B and EPS of $4.27, and FY2025 EPS of $16.89. Management emphasized accelerating AI adoption centered on AI Control Tower and agent orchestration as a control plane for enterprise and third-party agents. Now Assist monetization is targeted to reach $1B ACV by 2026 with rising deal sizes and attach rates across ITSM, CSM, HR, SecOps, and Risk. The company is pursuing front-office expansion via Logik.ai for CPQ and order management. Near-term stock reaction depends on multi-product deal traction, federal demand resilience, and margin discipline.
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