ServiceNow (NYSE: NOW) is scheduled to release its financial results for the first quarter ended March 31, 2026, today, April 22, 2026, following the close of the New York Stock Exchange. The Santa Clara-based enterprise software company will host a conference call and live webcast at 2:00 p.m. PT (5:00 p.m. ET) to discuss the results and provide updates on its operational strategy. Chairman and Chief Executive Officer Bill McDermott and Chief Financial Officer Gina Mastantuono are expected to lead the discussion.
The first-quarter report follows a strong finish to fiscal year 2025, during which the company reported subscription revenues of $3.47 billion in the fourth quarter. For the current reporting period, ServiceNow previously issued guidance projecting subscription revenue between $3.65 billion and $3.67 billion. This forecast includes an estimated 100-basis-point contribution from the integration of Moveworks, though management also noted a 150-basis-point headwind resulting from a shift toward hosted revenue models. The consensus estimate among analysts for total first-quarter revenue is approximately $3.75 billion, representing a year-over-year increase of more than 21% compared to the same period in 2025.
A primary focus of today’s announcement will be the performance of the company’s generative artificial intelligence suite, Now Assist. As of the end of 2025, the Now Assist portfolio had surpassed $600 million in annual contract value (ACV). Management has set a target for the suite to reach a $1 billion run rate by the end of 2026. This growth is part of a broader Agentic AI strategy, which seeks to move beyond traditional automation toward autonomous software agents capable of managing complex enterprise workflows across IT, HR, and customer service departments.
The first quarter also marks the first full period following the closure of ServiceNow’s $7.75 billion acquisition of cybersecurity firm Armis. The integration of Armis is intended to expand the Now Platform’s capabilities in asset management and security operations. Additionally, the company is operating under a new $5 billion share repurchase program authorized by the board of directors in January 2026. This capital allocation strategy coincides with the company’s Rule of 55+ objective, which aims for a combined revenue growth and free cash flow margin exceeding 55%.
For the full fiscal year 2026, ServiceNow has maintained guidance for subscription revenue between $15.53 billion and $15.57 billion. The company continues to expand its technical ecosystem through partnerships with providers such as Microsoft, Anthropic, and OpenAI to integrate diverse large language models into its workflow orchestration layer. Today’s results will provide the first comprehensive look at the company’s progress toward these annual targets and its ability to maintain high renewal rates, which stood at 98% at the end of the previous fiscal year.