Wednesday, August 26, 2026
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 Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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.
101 entities tracked4,978 facts checked against source5,251 source documents archived
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