ServiceNow, Inc.

NOW · NYSE · ·

比較

$100.68-2.0%11月12日終値

2026年9月30日までの数値（2026年10月28日提出の10-Qより）

1W: -1.3%
1M: -28.1%
3M: -18.8%

ServiceNow, Inc.（NOW）株——良い事業でしょうか？ — InspectStocks

ServiceNow, Inc.

NOW · NYSE · ·

比較

$100.68-2.0%11月12日終値

2026年9月30日までの数値（2026年10月28日提出の10-Qより）

1W: -1.3%
1M: -28.1%
3M: -18.8%

Just reported

Q3 2026 results

From ServiceNow's results release of 2026年10月28日; its quarterly report has since been filed.

Revenue
Actual
$4.11B
+21% y/y
+3.0% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.27
-44% y/y
-6.9% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$385M
-33% y/y
+138% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes ServiceNow is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

キュレーション
Business software
InspectStocks 編集 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
株価、1 年
-7.8%
売上、1 年
+16.4%
+14
A 10B 5C 4D 1

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

All 219 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

License and Service97%
Technology Service3%

売上構成比はyear ended December 31, 2025の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Now Assist
Artificial intelligence tools that can summarize requests, suggest actions, and help automate tasks in ServiceNow products.
IT Service Management (ITSM)
Software for handling information technology service requests, incidents, changes, and routine tasks.
IT Operations Management (ITOM)
Software that tracks and monitors a customer’s physical and cloud-based technology systems and helps identify service disruptions.

さらに3件を表示

Security Operations and Risk Management
Tools for managing security incidents, technology vulnerabilities, compliance work, and other organizational risks.
Customer Service Management and Sales and Order Management
Software for handling customer requests, sales leads, quotes, orders, and the work needed to fulfill them.
EmployeeWorks
A conversational service for employees to search for information, get help, and complete tasks across human resources, information technology, and workplace services.

誰が買っているか5

Large private and public organizations buy subscriptions through ServiceNow’s direct sales team, managed service providers, or resale partners.
Government agencies and other public-sector organizations buy ServiceNow software through subscription agreements; procurement rules and contract terms can apply.
Customers use ServiceNow in sectors including financial services, healthcare, manufacturing, retail, telecommunications, technology, and government.

さらに2件を表示

The company reported a 98% renewal rate (quarter ended June 30, 2026, high); it calculates this using contract value, not simply the number of customers.
The company reported 658 customers with annual contract value above $5 million (June 30, 2026, high).

何に支えられ、何に崩されうるか

事業が頼っているもの

1ServiceNow uses its own data centers and public cloud providers to host its software; it says costs for third-party cloud services have increased as customer use has grown.
2The company relies on implementation, sales, and technology partners to help reach customers, set up products, and provide related services.
3Most revenue comes from subscriptions, and customers generally pay for cloud access over a contract term, so renewals and new subscriptions matter to revenue.
4The software connects with customers’ other systems and data, making successful setup and integration important to customers’ use of the products.
5Government and other regulated customers can require specific security, data residency, procurement, and contracting arrangements.

うまくいかなくなる可能性

1The company says rapid changes in artificial intelligence and intense competition could make it harder to adapt its products and keep them useful to customers.
2A security incident or service disruption affecting ServiceNow or its third-party providers could expose customer information, interrupt important business processes, or lead customers to leave.
3Data protection, residency, and artificial intelligence laws or customer requirements could limit how ServiceNow stores or uses data and could require changes to its services.

財務諸表をすべて見る →

ServiceNow, Inc.について

ServiceNow makes software that helps organizations coordinate work across departments and existing computer systems. Its products can route requests, manage approvals, track technology and security issues, and automate tasks such as employee onboarding or customer service. The company also sells artificial intelligence tools that can assist with, or carry out, some tasks under customer-set rules.

本社: Santa Clara, California
設立: 2004
従業員数: 29,187 (December 31, 2025, high)
上場市場: NYSE
決算期: December 31

ServiceNow, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported

Q3 2026 results

From ServiceNow's results release of 2026年10月28日; its quarterly report has since been filed.

Revenue
Actual
$4.11B
+21% y/y
+3.0% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.27
-44% y/y
-6.9% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$385M
-33% y/y
+138% q/q
Guided
—
No guide given