Paradi Lab
2026.07.22 20:25

AI is not replacing $ServiceNow(NOW.US).

No credible CTO will offboard ServiceNow for a random AI solution with uncertain ROI.

Q2 Earnings:

- Subscription revenues: $3.9B (up 23% YoY)

- Operating Margin: 30% vs. Est. 27%

- EPS $0.90 vs. Est. $0.86

Q3 Guidance:

- Subscription revenue: $4.0B vs. Est. $4.1B

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