Sunday, November 1, 2026

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Via News Knowledge File

ServiceNow

organization80% conf.·synced Aug 13, 2026

Enterprise software company with platform integration with Zoom

57

sourced metrics

320

relationships

20

stated objectives

8

Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Upside Potential

35percent

Jul 21, 2026source

Fair Value

141.86USD

Jul 21, 2026source

Stock Price

102.13USD

May 24, 2026source

Margin

81.5percent

Apr 23, 2026source

Adjusted Operating Income

1.20USD

Apr 1, 2026source

Crpo

12.64USD

Apr 1, 2026source

Workflow Volume

80billion_annually

Apr 1, 2026source

Billings Growth

18.8percent

Apr 1, 2026source

Eps

0.97USD

Apr 1, 2026source

Transaction Volume

6.5trillion_annually

Apr 1, 2026source

Free Cash Flow

4.45USD

Apr 1, 2026source

Subscription Revenue

3.67USD

Apr 1, 2026source

Free Cash Flow Margin

44.2percent

Apr 1, 2026source

Risk Count

0count

Apr 1, 2026source

Adjusted Operating Margin

31.8percent

Apr 1, 2026source

Billings

3.49USD

Apr 1, 2026source

Rpo

27.7USD

Apr 1, 2026source

Operating Margin

13.3percent

Apr 1, 2026source

Stated objectives

Full-year free cash flow margin guidance

target: 32% stated

FY 2026 subscription revenue guidance

target: $15,530-$15,570M (20.5-21% YoY growth, 19.5-20% constant cur stated

Q1 2026 operating margin target

target: 31.5% stated

FY 2026 operating margin target

target: 32% stated

FY 2026 subscription gross margin target

target: 82% stated

FY 2026 free cash flow margin target

target: 36% stated

Q1 2026 cRPO growth target

target: 20% constant currency (22.5% GAAP) stated

Manage dilution impact through share repurchases

target: $2B accelerated share repurchase (ASR) imminent, $5B total n by 2026-01-01 00:00:00stated

3x+ security/risk market opportunity through Armis acquisition

target: 3x+ market expansion stated

Canada public sector AI adoption and infrastructure investment

target: CA$110M multi-year commitment, ~100 new Canada-based jobs stated

Relationship graph · 320 connections

Competes with

73

Developed by

57

Customer of

30

Covered by

25

Employs

21

Partners with

12

Supplies to

11

acquired by

11

Via News coverage

Salesforce's $5.66 Billion Braze Bet and ServiceNow's 'AI Passport' Show Where Enterprise AI Is Heading: Control First

October 23, 2026

Salesforce Agentforce Reaches $1B ARR as Enterprise AI Agents Cross Into Mainstream Revenue

Salesforce Agentforce Hits $1B ARR as Enterprise Agentic AI Becomes Global Infrastructure

ServiceNow Acquires Pyramid Analytics as Global Enterprise AI Consolidation Accelerates

ServiceNow Buys Pyramid Analytics as Global Enterprise SaaS Race for AI Turns to Acquisitions

Bundled AI Drives 50% Larger Deals at Workday, Challenging Global SaaS Pricing Assumptions

Workday Fires Three AI Agents at Global ERP Rivals in Single Day

NVIDIA Launches Four AI Foundation Models as Global Enterprises Deploy Autonomous Agents at Scale

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →

What we know · the intelligence behind this page

Live from the substrate

What we're seeing

Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race

In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.

Our read on the data ›

Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Ford Motor Company

Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.

We flag conflicts openly ›

Recently verified

✓ Checked against the original source

4,995

facts traced to their source — and we flag the ones that don't hold up.

101 entities tracked4,995 facts checked against source5,532 source documents archived

Query this data → isubstrate.com