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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

source
target: 32% stated

FY 2026 subscription revenue guidance

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

Q1 2026 operating margin target

source
target: 31.5% stated

FY 2026 operating margin target

source
target: 32% stated

FY 2026 subscription gross margin target

source
target: 82% stated

FY 2026 free cash flow margin target

source
target: 36% stated

Q1 2026 cRPO growth target

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

Manage dilution impact through share repurchases

source
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

source
target: 3x+ market expansion stated

Canada public sector AI adoption and infrastructure investment

source
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 Agentforce Reaches $1B ARR as Enterprise AI Agents Cross Into Mainstream Revenue
June 10, 2026
Salesforce Agentforce Hits $1B ARR as Enterprise Agentic AI Becomes Global Infrastructure
June 10, 2026
ServiceNow Acquires Pyramid Analytics as Global Enterprise AI Consolidation Accelerates
June 1, 2026
ServiceNow Buys Pyramid Analytics as Global Enterprise SaaS Race for AI Turns to Acquisitions
May 31, 2026
Bundled AI Drives 50% Larger Deals at Workday, Challenging Global SaaS Pricing Assumptions
May 25, 2026
Workday Fires Three AI Agents at Global ERP Rivals in Single Day
May 25, 2026
NVIDIA Launches Four AI Foundation Models as Global Enterprises Deploy Autonomous Agents at Scale
March 21, 2026
Anthropic Sues Pentagon Over Military AI Designation, Sets Surveillance Red Line
March 15, 2026
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
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
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facts traced to their source — and we flag the ones that don't hold up.
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