Topic：ServiceNow

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

ServiceNow third-quarter earnings preview: After a sharp share-price rally, a return to faster growth is key

Morgan Stanley believes core workflows, new AI products and federal government demand support third-quarter performance, but the cRPO growth threshold investors are watching is now above company guidance.

Morgan Stanley · 2026.10.30 02:29

ServiceNow’s major government contract grows 23%; quarterly renewal may weigh on reported cRPO

Bernstein expects the quarterly terms of the US Department of Veterans Affairs contract could create a reporting headwind of 80 to 100 basis points for cRPO growth, while also seeing an opportunity for broader business expansion.

Bernstein · 2026.10.30 02:43