Friday, 4 September 2026European Markets
Via News Knowledge File

ServiceNow

organization80% conf.·synced Aug 13, 2026

Enterprise software company with platform integration with Zoom

57
sourced metrics
320
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Upside Potential
35percent
Jul 21, 2026source
Fair Value
141.86USD
Jul 21, 2026source
Stock Price
102.13USD
May 24, 2026source
Margin
81.5percent
Apr 23, 2026source
Adjusted Operating Income
1.20USD
Apr 1, 2026source
Crpo
12.64USD
Apr 1, 2026source
Workflow Volume
80billion_annually
Apr 1, 2026source
Billings Growth
18.8percent
Apr 1, 2026source
Eps
0.97USD
Apr 1, 2026source
Transaction Volume
6.5trillion_annually
Apr 1, 2026source
Free Cash Flow
4.45USD
Apr 1, 2026source
Subscription Revenue
3.67USD
Apr 1, 2026source
Free Cash Flow Margin
44.2percent
Apr 1, 2026source
Risk Count
0count
Apr 1, 2026source
Adjusted Operating Margin
31.8percent
Apr 1, 2026source
Billings
3.49USD
Apr 1, 2026source
Rpo
27.7USD
Apr 1, 2026source
Operating Margin
13.3percent
Apr 1, 2026source

Stated objectives

FY 2026 subscription revenue guidance

source
target: $15,530-$15,570M (20.5-21% YoY growth, 19.5-20% constant cur stated

Q1 2026 operating margin target

source
target: 31.5% stated

FY 2026 operating margin target

source
target: 32% stated

FY 2026 subscription gross margin target

source
target: 82% stated

FY 2026 free cash flow margin target

source
target: 36% stated

Q1 2026 cRPO growth target

source
target: 20% constant currency (22.5% GAAP) stated

Manage dilution impact through share repurchases

source
target: $2B accelerated share repurchase (ASR) imminent, $5B total n by 2026-01-01 00:00:00stated

3x+ security/risk market opportunity through Armis acquisition

source
target: 3x+ market expansion stated

Canada public sector AI adoption and infrastructure investment

source
target: CA$110M multi-year commitment, ~100 new Canada-based jobs stated

Broaden cybersecurity offerings in cloud products for enterprise customers in cyber-physical asset industries

source
stated

Relationship graph · 320 connections

Competes with
73
Developed by
57
Customer of
30
Covered by
25
Employs
21
Partners with
12
Supplies to
11
acquired by
11

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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Checked against the original source
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facts traced to their source — and we flag the ones that don't hold up.
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