ServiceNow (NOW) Q2 2025 Earnings Call Transcript
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(NYSE:NOW) reported high double-digit growth across subscription revenue, RPO, and net new ACV in Q2 2025, with significant outperformance in both core and emerging solution sets. The company’s AI-powered products, particularly NOW Assist and Plus SKUs, achieved above-plan expansion, with a marked acceleration in new logo ACV and broad customer adoption spanning multiple industry verticals. Updated guidance reflects increased expectations for 2025 subscription revenues, with management emphasizing continued balance between aggressive investments in AI talent, disciplined expense management, and robust profitability targets. Operational margin improvements (non-GAAP) in Q2 2025 were attributed to the company's internal deployment of its own AI-based products to enhance workforce productivity. The Knowledge 2025 event catalyzed a substantial addition to the qualified sales pipeline, supporting ongoing confidence in multi-year growth objectives.
Source Fool.com
