10-QSoftware

SERVICENOW, INC.

NOW · Period ending 2026-06-30 · Filed 2026-07-23

Valuation

Software
Live · Yahoo Finance

Price

$132.53

52-Week Range

$81.24$132.53 now$194.73

Decision Context

Scores are balanced across the six engines. No single dimension dominates — this is consistent with a stable, mid-tier quality business.

Based on filing period ending Jun 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

NOW vs

Macro Context

Fed Funds Rate

3.63%

Accommodative

10-Year Treasury

4.47%

2026-06-01

Unemployment

4.2%

Near full employment

CPI Index

332.6

2026-06-01

M2 Money Supply

$23.1T

2026-05-01

The Federal Funds rate stands at 3.63% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.47%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 102.6; M2 money supply is $23.1T; CPI index stands at 332.6.

SWOT Analysis — NOW

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Revenue: $1.9B (+39.0% YoY) — Revenue grew 39% — the company sold more goods or services than the prior year.

  • Total Assets: $26.0B (+27.7% YoY) — Total assets grew 28% — the company's resource base expanded.

  • Operating Cash Flow: $5.4B (+27.6% YoY) — Operating cash flow grew 28% — the business generated more cash from day-to-day operations.

  • Net Income: $1.7B (+22.7% YoY) — Profit grew 23% — the company kept more of each dollar earned.

Weaknesses

  • EPS (Diluted): $1.67 (-75.6% YoY) — Earnings per share fell 76%.

  • R&D spending is 153% of revenue — heavy investment in future growth, but also a drag on current profitability.

Opportunities

No clear opportunities identified at this time.

Threats

  • Current ratio of 1.00x — thin liquidity buffer against short-term obligations.

  • Gross margin compressed by 92.9pp — input costs or pricing pressure is eroding profitability on each dollar of revenue.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Year-over-Year Changes

EPS (Diluted)

$1.67

was $6.84

−75.6%

Earnings per share fell 76%.

Revenue

$1.9B

was $1.4B

+39.0%

Revenue grew 39% — the company sold more goods or services than the prior year.

Total Assets

$26.0B

was $20.4B

+27.7%

Total assets grew 28% — the company's resource base expanded.

Operating Cash Flow

$5.4B

was $4.3B

+27.6%

Operating cash flow grew 28% — the business generated more cash from day-to-day operations.

Net Income

$1.7B

was $1.4B

+22.7%

Profit grew 23% — the company kept more of each dollar earned.

Risk Flags

0 high · 2 medium · 1 low
  • Medium

    Current ratio of 1.00x — thin liquidity buffer against short-term obligations.

  • Medium

    Gross margin compressed by 92.9pp — input costs or pricing pressure is eroding profitability on each dollar of revenue.

  • Low

    R&D spending is 153% of revenue — heavy investment in future growth, but also a drag on current profitability.

Price History

Technical Signals

Daily closes · 1-year data

Latest News

via Finnhub

Filing History — NOW

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External Links

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Research SERVICENOW, INC.

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.