secwatch.observer — SEC 8-K summary
======================================

Issuer:     ServiceNow, Inc. (NOW)
CIK:        0001373715
Form:       8-K
Filed at:   2026-07-22T20:11:27+00:00
Accession:  0001373715-26-000072
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ServiceNow Q2 subscription revs $3.877B (+24.5% YoY), raises FY guidance
------------------------------------------------------------------------

- Subscription revenues $3,877M, up 24.5% YoY (23% constant currency); total revenues $3,987M, up 24% YoY.
- cRPO $13.20B (+21% YoY); RPO $29.0B (+21% YoY); 123 transactions over $1M net new ACV, up ~40% YoY.
- ServiceNow AI crossed $1B in annual contract value in Q2; agentic deployments up 9x in 9 months.
- Raised full-year subscription revenue guidance; beat high end of guidance across all Q2 metrics.
- Financial Analyst Day targets: $30B+ subscription revenues, 30% ACV from AI, Rule of 60+ by 2030.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/0001373715-26-000072-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1373715/000137371526000072/now-20260722.htm
  HTML page:      https://secwatch.observer/filing/0001373715-26-000072

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer