ServiceNow's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,106 million (+20.5% vs a year earlier) |
| Diluted EPS (GAAP) | $0.27 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.00 |
| Full-year guidance | Raised |
Guidance
ServiceNow raised 2026 subscription revenue outlook to $15.78–$15.79 billion and free cash flow margin to 36%; Q4 subscription revenue $4.245–$4.255 billion.
Why this label: Headline 'raises full year subscription revenues and free cash flow margin outlook'; prior range not stated; nothing core lowered.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| subscription revenues | FY2026 | $15,780–$15,790 million (22.5% y/y; 21% constant currency) | not stated |
| free cash flow margin (non-GAAP) | FY2026 | 36% | 35% (raised by 100 bps) |
| non-GAAP operating margin | FY2026 | 31.5% | not stated |
| non-GAAP subscription gross margin | FY2026 | 81% | not stated |
| AI annual contract value target | FY2026 (year-end) | $1.7 billion | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| subscription revenues | Q4 2026 | $4,245–$4,255 million (22.5%–23% y/y; 21.5% constant currency) |
| cRPO growth | Q4 2026 | 18.5% (18.5% constant currency) |
| non-GAAP operating margin | Q4 2026 | 32% |
From the release
Revenue: "Total revenues · 4,106 · 3,407 · 11,863 · 9,710"
Earnings per share: "GAAP net income per share - diluted (2) · $ · 0.27 · $ · 0.48"
subscription revenues: "Subscription revenues · $15,780 - $15,790 · 22.5 · % · 21 · %"
free cash flow margin (non-GAAP): "reducing capex and raising our full-year free cash flow margin target by 100 basis points to 36 percent"
non-GAAP operating margin: "Income from operations · 31.5 · %"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 subscription revenue rose 21% to $3.99 billion; RPO up 22% to $29.7 billion.
Source
ServiceNow earnings release (SEC filing), accession 0001373715-26-000092, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.