[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6306 followers Created: 2025-04-24 10:26:03 UTC $NOW Q1'25 Results: ↗️$3,088M rev (+18.6% YoY, +21.3% LQ) beat est by XXX% ↘️Gross Margin* (82.1%, -XXX PPs YoY)🟡 ↗️Operating Margin* (30.9%, +0.5 PPs YoY) ↗️FCF Margin (47.8%, +0.8 PPs YoY) ↗️Net Margin (14.9%, +1.6 PPs YoY) ↗️EPS* $XXXX beat est by 4.9%🟢 *non-GAAP Subscription Revenue ↗️$3,005.0M Subscription rev (+19.1% YoY) ↘️Subscription GM* (82.0%, -XXX PPs YoY) Key Metrics ➡️Renewal Rate XX% (98% LQ) ↗️сRPO $10.31B (+22.0% YoY)🟢 ↗️RPO $22.10B (+24.9% YoY)🟢 Customers ➡️508customers $5M+ ACV (+19.5% YoY, +10) Revenue by Geography ↗️North America $1,963M (+19.9% YoY, XXXX% of Rev) ➡️EMEA $782M (+15.7% YoY, XXXX% of Rev) ➡️APAC & Other $343M (+18.3% YoY, XXXX% of Rev) Operating expenses ↘️S&M*/Revenue XXXX% (-1.0 PPs YoY) ↘️R&D*/Revenue XXXX% (-0.4 PPs YoY) ↘️G&A*/Revenue XXX% (-0.7 PPs YoY) Quarterly Performance Highlights ↘️Net New ARR $556M (-12.0% YoY) ↗️CAC* Payback Period XXXX Months (+6.6 YoY)🟡 ↘️R&D* Index (RDI) XXXX (-0.32 YoY)🟡 Dilution ↘️SBC/rev 15%, -XXX PPs QoQ ↗️Basic shares up XXX% YoY, +0.2 PPs QoQ🟢 ↘️Diluted shares up XXX% YoY, -XXX PPs QoQ🟢 Guidance ↗️Q2'25 $XXXXXXX - $3,035.0M guide (+19.3% YoY) beat est by XXX% ➡️$12,640.0 - $12,680.0M FY guide (+18.9% YoY) raised by XXX% in line with est 👉 Subscribe to my newsletter for the full earnings review.  XXX engagements  **Related Topics** [$30050m](/topic/$30050m) [subscription](/topic/subscription) [eps](/topic/eps) [lq](/topic/lq) [$3088m](/topic/$3088m) [$now](/topic/$now) [servicenow](/topic/servicenow) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/SergeyCYW/status/1915351525943370022)
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Sergey @SergeyCYW on x 6306 followers
Created: 2025-04-24 10:26:03 UTC
$NOW Q1'25 Results: ↗️$3,088M rev (+18.6% YoY, +21.3% LQ) beat est by XXX% ↘️Gross Margin* (82.1%, -XXX PPs YoY)🟡 ↗️Operating Margin* (30.9%, +0.5 PPs YoY) ↗️FCF Margin (47.8%, +0.8 PPs YoY) ↗️Net Margin (14.9%, +1.6 PPs YoY) ↗️EPS* $XXXX beat est by 4.9%🟢 *non-GAAP
Subscription Revenue ↗️$3,005.0M Subscription rev (+19.1% YoY) ↘️Subscription GM* (82.0%, -XXX PPs YoY)
Key Metrics ➡️Renewal Rate XX% (98% LQ) ↗️сRPO $10.31B (+22.0% YoY)🟢 ↗️RPO $22.10B (+24.9% YoY)🟢
Customers ➡️508customers $5M+ ACV (+19.5% YoY, +10)
Revenue by Geography ↗️North America $1,963M (+19.9% YoY, XXXX% of Rev) ➡️EMEA $782M (+15.7% YoY, XXXX% of Rev) ➡️APAC & Other $343M (+18.3% YoY, XXXX% of Rev)
Operating expenses ↘️S&M*/Revenue XXXX% (-1.0 PPs YoY) ↘️R&D*/Revenue XXXX% (-0.4 PPs YoY) ↘️G&A*/Revenue XXX% (-0.7 PPs YoY)
Quarterly Performance Highlights ↘️Net New ARR $556M (-12.0% YoY) ↗️CAC* Payback Period XXXX Months (+6.6 YoY)🟡 ↘️R&D* Index (RDI) XXXX (-0.32 YoY)🟡
Dilution ↘️SBC/rev 15%, -XXX PPs QoQ ↗️Basic shares up XXX% YoY, +0.2 PPs QoQ🟢 ↘️Diluted shares up XXX% YoY, -XXX PPs QoQ🟢
Guidance ↗️Q2'25 $XXXXXXX - $3,035.0M guide (+19.3% YoY) beat est by XXX% ➡️$12,640.0 - $12,680.0M FY guide (+18.9% YoY) raised by XXX% in line with est
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Related Topics $30050m subscription eps lq $3088m $now servicenow stocks technology