| NOW |
Report |
Q2 subscription revenue |
IN-LINE |
pred ~$3.835B vs. cons $3.817B |
MEDIUM |
| NOW |
Report |
Q2 cRPO CC growth |
BEAT |
pred ~20.0% vs. cons 19.54% |
MEDIUM |
| NOW |
Report |
Q2 non-GAAP operating income |
IN-LINE |
pred ~$1.055B vs. cons $1.045B |
LOW |
| NOW |
Guide |
Q3 subscription revenue |
UNCHANGED |
guide ~$4.010B vs. cons $4.005B |
LOW |
| NOW |
Guide |
Q3 cRPO CC growth |
BETTER |
guide ~20.0% vs. cons 19.42% |
MEDIUM |
| NOW |
Guide |
FY26 subscription revenue |
UNCHANGED |
guide ~$15.82B vs. cons $15.761B |
LOW |
| NOW |
Guide |
FY26 Now Assist commentary |
UNKNOWN |
reaffirm >$1.5B ACV target; no reliable numeric consensus |
LOW |
| NOW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| NOW |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — modest organic/cRPO improvement supports initial upside, but limited estimate revision prevents follow-through |
LOW |