ServiceNow, Inc.（NOW）股票——这是一门好生意吗？

ServiceNow, Inc.（NOW）股票——这是一门好生意吗？ — InspectStocks

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
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.

怎么赚钱

License and Service97%
Technology Service3%

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

再显示 2 项

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).

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于ServiceNow, Inc.

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.

总部: Santa Clara, California
成立于: 2004
员工人数: 29,187 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

基于 ServiceNow, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

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
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

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

Highest-graded in Software Application

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

Grade rose recently in Technology

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

怎么赚钱

License and Service97%
Technology Service3%

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

再显示 2 项

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).

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于ServiceNow, Inc.

总部: Santa Clara, California
成立于: 2004
员工人数: 29,187 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ServiceNow, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ServiceNow, Inc.

ServiceNow, Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Business software

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ServiceNow, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ServiceNow, Inc.

ServiceNow, Inc.

历史表现

Keep exploring

The themes it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Business software

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势