🧠 $NOW Earnings: AI Agents, Moonshot Models & Margin Mojo? 🚀💼

ServiceNow reports Wednesday. Is it the next AI kingpin—or just another corporate buzzword machine?

Enterprise software is no longer about dashboards and workflow tickets. In 2025, it’s AI agents, real-time orchestration, and platform warfare — and $NOW is positioning itself as the brain of the modern enterprise.

Q2 earnings land Wednesday, July 23 after the bell, and ServiceNow has become a litmus test for something bigger than just another SaaS report.

Let’s unpack what’s at stake and why it matters 👇

🧾 Earnings Snapshot

💵 EPS: $3.54 expected (↑13% YoY)
📈 Revenue: $3.12B (↑18.8% YoY)
📊 Subscription Revenue: $3.03B
📉 Professional Services: $88.8M expected
🧮 cRPO: $10.48B (↑19% YoY)
🧾 RPO: $22.1B total

➡️ Zacks Rank: #3 (Hold)
➡️ Analyst Revisions: Slightly negative EPS revisions, BUT bullish revenue upgrades on AI tailwinds