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Source document· April 22, 2026

ServiceNow (NYSE:NOW) Beats Q1 CY2026 Sales Expectations But Stock Drops 15.2%

View original at finance.yahoo.com

“Operating Margin: 13.3%, down from 14.6% in the same quarter last year”

Verbatim excerpt from the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

ServiceNow's first quarter performance beat the high end of guidance once again
60% confidence

Data points we hold from this source

ServiceNow · adjusted operating income	1.20 USD
ServiceNow · crpo	12.64 USD
ServiceNow · workflow volume	80 billion_annually
ServiceNow · billings growth	18.8 percent
ServiceNow · eps	0.97 USD
ServiceNow · transaction volume	6.5 trillion_annually
ServiceNow · subscription revenue	3.67 USD
ServiceNow · free cash flow margin	44.2 percent
ServiceNow · adjusted operating margin	31.8 percent
ServiceNow · billings	3.49 USD
ServiceNow · rpo	27.7 USD
ServiceNow · operating margin	13.3 percent

What we know · the intelligence behind this page

Live from the substrate

What we're seeing

The Agentic Takeover of the CFO's Office

Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.

Our read on the data ›

Signals we're tracking

Satellite-Terrestrial Network Integration Acceleration

Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases

Patterns we're watching ›

Where sources disagree

Morgan Stanley & Co. LLC

Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.

We flag conflicts openly ›

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✓ Checked against the original source

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101 entities tracked4,984 facts checked against source5,314 source documents archived

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