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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6351 followers
Created: 2025-07-24 10:34:05 UTC

$NOW Q2'25 Results:
↗️$3,215M rev (+22.4% YoY, +18.6% LQ) beat est by XXX%
↘️Gross Margin* (81.0%, -XXX PPs YoY)🟡
↗️Operating Margin* (29.7%, +2.3 PPs YoY)
↗️FCF Margin (16.6%, +3.0 PPs YoY)
↗️Net Margin (12.0%, +2.0 PPs YoY)
↗️EPS* $XXXX beat est by 14.2%🟢
*non-GAAP

Subscription Revenue
↗️$3,113.0M Subscription rev (+22.5% YoY)
↘️Subscription GM* (80.6%, -XXX PPs YoY)

Key Metrics
↗️сRPO $10.92B (+24.4% YoY)🟢
↗️RPO $23.90B (+28.5% YoY)🟢
➡️Renewal Rate XX% (98% LQ)
↗️Average ACV of $5M+ ACV Customers  $14.50M (+7.4% YoY)

Customers
↗️528 customers $5M+ ACV (+19.7% YoY, +20)

Operating expenses
↘️S&M*/Revenue XXXX% (-0.9 PPs YoY)
↘️R&D*/Revenue XXXX% (-1.3 PPs YoY)
↘️G&A*/Revenue XXX% (-0.1 PPs YoY)

Quarterly Performance Highlights
↗️Net New ARR $432M (+468.4% YoY)
↘️CAC* Payback Period XXXX Months (-118.5 YoY)🟢
↘️R&D* Index (RDI) XXXX (-0.00 YoY)

Dilution
↗️SBC/rev 16%, +0.3 PPs QoQ
↘️Basic shares up XXX% YoY, -XXX PPs QoQ🟢
↘️Diluted shares up XXX% YoY, -XXX PPs QoQ🟢

Guidance
↗️Q3'25 $XXXXXXX - $3,265.0M guide (+20.2% YoY) beat est by XXX%
↗️$12,775.0 - $12,795.0M FY guide (+20.1% YoY) raised by XXX% beat est by XXX%

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![](https://pbs.twimg.com/media/GwnckqlaYAAOD3u.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948330842130207103/c:line.svg)

**Related Topics**
[metrics](/topic/metrics)
[$31130m](/topic/$31130m)
[lq](/topic/lq)
[rev](/topic/rev)
[$3215m](/topic/$3215m)
[$now](/topic/$now)
[servicenow](/topic/servicenow)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/SergeyCYW/status/1948330842130207103)