Description
ServiceNow’s AI Explosion: How Its 55x Usage Growth Is Reshaping Enterprise Workflow!
ServiceNow Inc. delivered a robust performance in its third quarter of 2025, demonstrating strong subscription revenue growth, exceeding expectations by reporting a year-over-year increase of 20.5% in constant currency. This was a point above the high end of their guidance, reflecting the solid demand for its platforms and services. The company recorded an operating margin of 33.5%, surpassing the anticipated margin by 3 points, showcasing significant operational efficiencies that further bolstered profitability with a free cash flow margin hitting 17.5%. The company secured 103 deals surpassing $1 million in net new annual contract value, with six exceeding $10 million, indicating robust market traction. The new business secured across technology workflows, with IT service management, IT operations management, and IT asset management being vital contributors, showing promise through double-digit deals averaging over $1 million. On the downside, ServiceNow faces the challenge of potential delays in U.S.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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