Description

ServiceNow Has Started Teaming Up with AI Titans—Is This the Start of A New Enterprise Software Empire? 

ServiceNow’s second quarter 2025 financial results were characterized by strong performance and strategic advancements, yet they portrayed a nuanced landscape with both commendable growth and pertinent challenges. The company reported a noteworthy subscription revenue growth of 21.5% in constant currency, surpassing their guidance by 2 percentage points. This was complemented by a robust operating margin of 29.5%, which exceeded expectations by over 2.5 percentage points. Free cash flow margin also witnessed a year-on-year increase of 3%, standing at 16.5%.

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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