ServiceNow Reports Q3 Revenue of $4.106 Billion; Raises AI Contract Target
ServiceNow reported Q3 2026 revenue of $4.106 billion, above the $4.095 billion FactSet consensus, while adjusted EPS of $1.00 was below the $1.02 expected. It guided Q4 subscription revenue to $4.245 billion–$4.255 billion and raised its full-year AI contract target to $1.7 billion.
ServiceNow announced its third-quarter 2026 financial results, reporting revenue of $4.106 billion, which exceeded the FactSet consensus estimate of $4.095 billion. However, the company's adjusted earnings per share of $1.00 fell short of the $1.02 expected by analysts. Management attributed the earnings shortfall to lower interest income and increased debt costs. For the fourth quarter, the company provided subscription revenue guidance between $4.245 billion and $4.255 billion, and it raised its full-year AI contract target to $1.7 billion.