earnings
Subscription Revenue Jumps 19%: Management Boosts AI Target to $1.5B (NOW Q1 2026 Earnings Call)
ServiceNow delivered a commanding first quarter for 2026, exceeding the high end of its guidance across all core metrics as enterprise AI adoption accelerates. The company's unique approach to embedding intelligence directly into its platform is yielding immediate dividends, prompting management to raise full-year subscription targets and significantly boost its AI revenue ambitions.