ServiceNow, Inc. (NOW) 주식 — 좋은 사업일까?

ServiceNow, Inc. (NOW) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q3 2026 results

From ServiceNow's results release of 2026년 10월 28일; its quarterly report has since been filed.

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

어떻게 돈을 버는가

License and Service97%
Technology Service3%

매출 비중은 year ended December 31, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가5

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.

2개 더 보기

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).

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

ServiceNow, Inc. 소개

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.

본사: Santa Clara, California
설립: 2004
임직원 수: 29,187 (December 31, 2025, high)
상장 시장: NYSE
회계연도 종료: December 31

ServiceNow, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported

Q3 2026 results

From ServiceNow's results release of 2026년 10월 28일; its quarterly report has since been filed.

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

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

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