NOW · News · 20260809N
Revenue Performance and Mix
ServiceNow, Inc. · 2026-08-09 · Importance 53 · Surprise 48 · In source text
ServiceNow’s subscription revenue grew 23% year over year in constant currency, exceeding the 10% materiality threshold. The growth was reported following the company’s second-quarter earnings release and was attributed in part to AI monetization. AI contract acceleration, cybersecurity expansion, and remaining performance obligations were identified as continuing growth drivers.
Key facts
- ServiceNow's subscription revenue grew 23% in constant currency. source
- ServiceNow shares surged 9% in the week referenced. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | ServiceNow's subscription revenue grew 23% in constant currency. |