ServiceNow’s third-quarter revenue rose 20.5% to $4.1 billion, while adjusted earnings per share rose 4% and missed FactSet consensus by $0.02. Shares are down roughly 25% on the earnings report.
ServiceNow can become the execution and governance platform for enterprise AI, capturing usage revenue as agents automate more work.
Agents could reduce paid-user demand and shift customer spending toward model providers or competing platforms before usage revenue compensates.
Metric | NOW | TEAM | MSFT |
|---|---|---|---|
Price/Earnings (Normalized) | 26.28 | 22.27 | 29.55 |
Price/Book Value | 7.89 | 41.31 | 8.42 |
Price/Sales | 6.72 | 5.56 | 11.46 |
Price/Cash Flow | 17.99 | 20.25 | 20.49 |
Metric | NOW | TEAM | MSFT |
|---|---|---|---|
Quick Ratio | 0.58 | 0.62 | 0.83 |
Current Ratio | 0.72 | 0.72 | 1.22 |
Interest Coverage | 11.70 | 4.57 | 55.15 |
Metric | NOW | TEAM | MSFT |
|---|---|---|---|
Return on Assets (Normalized) | 14.52% | 28.72% | 19.01% |
Return on Equity (Normalized) | 31.98% | 143.87% | 32.28% |
Return on Invested Capital (Normalized) | 22.26% | 70.07% | 28.37% |
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