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Source document· April 22, 2026

ServiceNow (NYSE:NOW) Beats Q1 CY2026 Sales Expectations But Stock Drops 15.2%

View original at finance.yahoo.com
“Operating Margin: 13.3%, down from 14.6% in the same quarter last year”
Verbatim excerpt from the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • ServiceNow's first quarter performance beat the high end of guidance once again

    60% confidence

Data points we hold from this source

ServiceNow · adjusted operating income1.20 USD
ServiceNow · crpo12.64 USD
ServiceNow · workflow volume80 billion_annually
ServiceNow · billings growth18.8 percent
ServiceNow · eps0.97 USD
ServiceNow · transaction volume6.5 trillion_annually
ServiceNow · subscription revenue3.67 USD
ServiceNow · free cash flow margin44.2 percent
ServiceNow · adjusted operating margin31.8 percent
ServiceNow · billings3.49 USD
ServiceNow · rpo27.7 USD
ServiceNow · operating margin13.3 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
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 ›
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Checked against the original source
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ServiceNow (NYSE:NOW) Beats Q1 CY2026 Sales Expectations But Stock Drops 15.2% — Source | Via News | Via News