| NOW |
Report |
Subscription Revenue (Q2 2026) |
IN-LINE |
pred ~$3.840B vs. cons $3.817B |
MEDIUM |
| NOW |
Report |
cRPO CC Growth (Q2 2026) |
IN-LINE |
pred ~19.8% vs. cons 19.5% |
MEDIUM |
| NOW |
Report |
Subscription Billings (Q2 2026) |
MISS |
pred ~$3.660B vs. cons $3.772B |
MEDIUM |
| NOW |
Guide |
Sub Revenue FY 2026 (FY 2026) |
UNCHANGED |
guide ~$15.875B midpoint vs. cons $15.761B |
MEDIUM |
| NOW |
Guide |
Sub Revenue Q3 2026 (Q3 2026) |
UNCHANGED |
guide ~$4.005B midpoint vs. implied cons ~$3.970B |
LOW |
| NOW |
Guide |
Now Assist ACV FY 2026 (FY 2026) |
BETTER |
Q2 update ~$925M, reaffirm $1.5B+ target |
MEDIUM |
| NOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| NOW |
Return |
5-day cumulative residual |
-7.0% (FADE) |
FADE — sell-side cuts Q3 estimates as out-period math implies implicit H2 cut; short covering provides partial offset on day 1 but fades over 5 days |
LOW |