NOW · Full Picture

ServiceNow, Inc. — the full picture

Trailing window · 2026-05-12 to 2026-08-10

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Cybersecurity Contract Value · Cybersecurity & incidentsPriority 54
    2 forward row(s); quote_verified
    ServiceNow's security and risk business has surpassed $1 billion in annual contract value.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 42
    quote_verified
    ServiceNow's subscription revenue grew 23% in constant currency.
  3. Autonomous Security Product Launch · Products & launchesPriority 33
    1 forward row(s); quote_verified
    Some of the six autonomous security products are already available and others are slated for December release.
  4. Brazil Market Expansion · Capacity & footprint expansionPriority 33
    2 forward row(s); quote_verified
    ServiceNow opened its first dedicated office in Brazil and announced new academic partnerships at the ServiceNow AI Summit in São Paulo.
  5. Healthcare Workflow Partnerships · Partnerships & JVsPriority 32
    1 forward row(s); quote_verified
    A major northeastern health network selected 3CLogic's AI-powered voice platform to modernize its IT service desk and integrate voice capabilities with its existing ServiceNow platform.
  6. OT Security Partner Ecosystem · Partnerships & JVsPriority 31
    1 forward row(s); quote_verified
    Dispel announced a partnership with Armis from ServiceNow to integrate Armis Centrix™ with the Dispel Zero Trust Engine to bring asset visibility into every OT remote access decision.
  7. Autonomous Security Portfolio · UnclassifiedPriority 29
    quote_verified
    ServiceNow's Autonomous Security initiative aims to achieve 'Shift Zero' — a move from reactive security to embedded prevention.
  8. Cybersecurity Business Growth · Cybersecurity & incidentsPriority 29
    quote_verified
    ServiceNow cybersecurity annual contract value crossed $1 billion last year.
  9. Cybersecurity Ecosystem Partnership · Cybersecurity & incidentsPriority 27
    quote_verified
    ServiceNow unveiled six new autonomous security products and AI agents incorporating technologies from its recent acquisitions of Armis Inc. and Veza Inc.

Threads by pillar

Revenue & Demand Priority 45 · 2 threads

Strategy & Portfolio Priority 38 · 3 threads

Management & Governance Priority 58 · 3 threads

Unclassified Priority 29 · 1 thread