[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.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4484 followers Created: 2025-07-23 22:46:27 UTC $NOW ServiceNow, Inc. Earnings Call Key Highlights: 📈 Outstanding Financial Performance Q2 2025 subscription revenues reached $XXXX billion, up XXXX% YoY in constant currency, exceeding guidance by XXX basis points, aided by strong execution and early on-prem renewals. Remaining performance obligations (RPO) stood at $XXXX billion, a XXXX% YoY growth; current RPO grew XXXX% YoY, both exceeding expectations. Non-GAAP operating margin was 29.5%, over XXX basis points above guidance, while free cash flow margin was 16.5%, up XXX basis points YoY. ServiceNow increased its FY25 subscription revenue outlook by $XXX million to a range of $12.775–$12.795 billion, representing ~20% growth. 🤖 AI Product Momentum and Adoption "Now Assist" net new ACV exceeded expectations for the second consecutive quarter; deal count including AI Pro+ offerings (ITSM, CSM, HR) grew XX% QoQ. XX deals included five or more Now Assist products, and AI "Plus" products appeared in XX of the top XX deals. Largest Now Assist deal to date exceeded $XX million; ITAM-related Now Assist ACV grew nearly sixfold QoQ. New AI offerings like Control Tower, Agent Fabric, and No-Code Agent Studio were developed and deployed within XX days, positioning ServiceNow as the central control platform for enterprise AI agents. 🌐 Workflow and Product Segment Strength Technology Workflows led with XX $1M+ deals, including X $5M+ deals; ITSM, ITOM, ITAM, and Security & Risk featured in 15+ of the top XX deals. Core Business Workflows and CRM & Industry Workflows each appeared in XX and XX of the top XX deals respectively. Flagship product growth was robust: ITSM and CSM deal value quadrupled YoY; ITOM tripled; HRSD doubled; Creator average deal sizes quadrupled YoY. All top XX deals included five or more ServiceNow products, underscoring the power of the integrated platform. 💼 CRM Expansion and Front Office Innovation The acquisition of accelerated growth in Configure-Price-Quote (CPQ), with nine deals closed in June alone. CRM workflows continued strong momentum, driven by customer preference for AI-powered, end-to-end front office capabilities. ServiceNow aims to disrupt legacy CRM models, introducing AI agents embedded in tools for omnipresent sales and service interactions. Sector wins included U.S. state and federal agencies, Merck, ExxonMobil, and Banco do Nordeste, showcasing AI’s role in CRM, quoting, and operations. 🛠️ Strategic Industry Wins and Partnerships Major clients such as Standard Chartered, Merck, Starbucks, the State of California, North Carolina DOT, and ExxonMobil selected ServiceNow for AI-driven enterprise transformations. CapZone and ServiceNow are building a national network for maritime digital manufacturing using AI and enterprise asset management. NVIDIA is enhancing employee support with ServiceNow AI agents that provide personalized assistance and issue resolution at scale. High demand from public sector and regulated industries affirms ServiceNow's governance, compliance, and control capabilities for AI deployments.  XXX engagements  **Related Topics** [currency](/topic/currency) [subscription](/topic/subscription) [quarterly earnings](/topic/quarterly-earnings) [$now](/topic/$now) [servicenow](/topic/servicenow) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/LongYield/status/1948152758734848385)
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LongYield @LongYield on x 4484 followers
Created: 2025-07-23 22:46:27 UTC
$NOW ServiceNow, Inc. Earnings Call Key Highlights:
📈 Outstanding Financial Performance
Q2 2025 subscription revenues reached $XXXX billion, up XXXX% YoY in constant currency, exceeding guidance by XXX basis points, aided by strong execution and early on-prem renewals.
Remaining performance obligations (RPO) stood at $XXXX billion, a XXXX% YoY growth; current RPO grew XXXX% YoY, both exceeding expectations.
Non-GAAP operating margin was 29.5%, over XXX basis points above guidance, while free cash flow margin was 16.5%, up XXX basis points YoY.
ServiceNow increased its FY25 subscription revenue outlook by $XXX million to a range of $12.775–$12.795 billion, representing ~20% growth.
🤖 AI Product Momentum and Adoption
"Now Assist" net new ACV exceeded expectations for the second consecutive quarter; deal count including AI Pro+ offerings (ITSM, CSM, HR) grew XX% QoQ.
XX deals included five or more Now Assist products, and AI "Plus" products appeared in XX of the top XX deals.
Largest Now Assist deal to date exceeded $XX million; ITAM-related Now Assist ACV grew nearly sixfold QoQ.
New AI offerings like Control Tower, Agent Fabric, and No-Code Agent Studio were developed and deployed within XX days, positioning ServiceNow as the central control platform for enterprise AI agents.
🌐 Workflow and Product Segment Strength
Technology Workflows led with XX $1M+ deals, including X $5M+ deals; ITSM, ITOM, ITAM, and Security & Risk featured in 15+ of the top XX deals.
Core Business Workflows and CRM & Industry Workflows each appeared in XX and XX of the top XX deals respectively.
Flagship product growth was robust: ITSM and CSM deal value quadrupled YoY; ITOM tripled; HRSD doubled; Creator average deal sizes quadrupled YoY.
All top XX deals included five or more ServiceNow products, underscoring the power of the integrated platform.
💼 CRM Expansion and Front Office Innovation
The acquisition of accelerated growth in Configure-Price-Quote (CPQ), with nine deals closed in June alone.
CRM workflows continued strong momentum, driven by customer preference for AI-powered, end-to-end front office capabilities.
ServiceNow aims to disrupt legacy CRM models, introducing AI agents embedded in tools for omnipresent sales and service interactions.
Sector wins included U.S. state and federal agencies, Merck, ExxonMobil, and Banco do Nordeste, showcasing AI’s role in CRM, quoting, and operations.
🛠️ Strategic Industry Wins and Partnerships
Major clients such as Standard Chartered, Merck, Starbucks, the State of California, North Carolina DOT, and ExxonMobil selected ServiceNow for AI-driven enterprise transformations.
CapZone and ServiceNow are building a national network for maritime digital manufacturing using AI and enterprise asset management.
NVIDIA is enhancing employee support with ServiceNow AI agents that provide personalized assistance and issue resolution at scale.
High demand from public sector and regulated industries affirms ServiceNow's governance, compliance, and control capabilities for AI deployments.
XXX engagements
Related Topics currency subscription quarterly earnings $now servicenow stocks technology