ServiceNow, Inc. (NOW) Earnings Call Transcripts
ServiceNow, Inc.'s Latest Earnings Call - September 9, 2026
In the September 9, 2026 earnings call, ServiceNow, Inc. (NOW:US) highlighted significant advancements in its AI capabilities and security offerings, positioning itself as a leader in enterprise workflow solutions. The company reported robust revenue growth, with a notable increase in its ITSM platform, which is now a multibillion-dollar business growing in steep double digits. Management maintained a positive outlook, indicating that the integration of AI into their services is expected to drive further revenue expansion and operational efficiencies, with a focus on capturing a larger share of the enterprise security market.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $2.5B (beat) |
| ITSM Growth Rate | Double digits (positive) |
| AI Utilization | 9x increase (positive) |
| CRM ACV | $2B (positive) |
| Level 1 Agent Value | $1B (positive) |
| Security Operations Revenue | Over $1B (positive) |
Guidance from management
Management maintained a positive outlook for future growth, particularly in AI and security, indicating that they expect to capture a larger share of the enterprise market and enhance revenue through improved customer engagement strategies.
What management said
The fact is it's not interesting actually to compete with the other 47. It's actually to make them all work better. I've always said if every enterprise software company would just adopt ServiceNow as the platform of all the platforms or the AI of all the AIs, their growth prospects would go up dramatically. So if they do that, we partner well with them. If they don't do that, the customer has us do it anyway, but th...
What analysts pressed on
Analysts expressed concerns regarding the competitive landscape and the challenges of integrating new technologies without incurring significant technical debt. There were also questions about how ServiceNow plans to maintain its growth trajectory amidst increasing competition in the AI and security sectors.
Main topics on the call
- AI Integration and Growth — ServiceNow emphasized the transformative impact of AI on its operations, stating that 'AI is up ninefold in 9 months' and that their CRM is 'doubling on a year-over-year basis.' This growth reflects the company's commitm...
- Enterprise Security Expansion — Management indicated that ServiceNow is 'the fastest-growing enterprise security company in the world' and is on track to become the largest in this sector. They noted that 'the average company is using 47 different secu...
- Customer Adoption and ROI — ServiceNow reported that its Level 1 agents have delivered 'about $1 billion' in value by automating tasks previously handled by humans. This efficiency is expected to drive customer satisfaction and loyalty, as evidence...
- Market Positioning and Competition — McDermott articulated ServiceNow's strategy to partner with existing security vendors rather than compete directly, stating, 'It's actually to make them all work better.' This positions ServiceNow as a central platform i...
Read the full ServiceNow, Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ServiceNow, Inc.
ServiceNow, Inc. (NOW) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 241 calls on record spanning January 29, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 241 ServiceNow, Inc. earnings call transcripts on record, spanning January 29, 2020 to September 9, 2026. Based on this history, ServiceNow, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- NOW
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 241
- First call
- January 29, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly