[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 6336 followers Created: 2025-07-24 11:58:07 UTC Thoughts on ServiceNow Earnings Report $NOW: 🟢Positive •Revenue: Total revenue reached $3,215M, up +22.4% YoY, beating estimates by XXX% •Subscription Revenue: Grew +22.5% YoY to $3,113M •EPS: Non-GAAP EPS of $4.09, beat by XXXX% •Operating Margin: Improved to 29.7%, up +2.3 PPs YoY •Free Cash Flow Margin: Increased to 16.6%, up +3.0 PPs YoY •Net New ARR: Surged +468.4% YoY to $432M •cRPO: Reached $10.92B, up +24.4% YoY •RPO: Hit $23.90B, up +28.5% YoY •Customer Growth: XXX customers with $5M+ ACV, up +19.7% YoY •CAC Payback: Improved to XXXX months, down -XXXXX months YoY •AI Momentum: Now Assist pack usage up 9x QoQ, ITAM Assist +6x, Creator Assist deal size +4x YoY •Guidance Raised: FY25 subscription revenue raised to $12.775B–$12.795B, +20.1% YoY •Renewal Rate: Held steady at XX% 🟡Neutral •Subscription Gross Margin: Declined to 80.6%, down -XXX PPs YoY •R&D Index (RDI): Flat YoY at XXXX •Operating Expense Efficiency: S&M/Revenue at 30.3%, down -XXX PPs YoY; R&D/Revenue down -XXX PPs, G&A/Revenue down -XXX PPs 🔴Negative •Gross Margin: Declined to 81.0%, down -XXX PPs YoY •Stock-Based Compensation: SBC/Revenue increased to 16%, up +0.3 PPs QoQ •Legacy System Challenge: RaptorDB adoption faces resistance in legacy environments •Scaling Risk: AI workloads and multi-agent governance require tighter performance, trust, and compliance integration across enterprise buyers  XXX engagements  **Related Topics** [$432m](/topic/$432m) [cash flow](/topic/cash-flow) [eps](/topic/eps) [$3113m](/topic/$3113m) [$3215m](/topic/$3215m) [$now](/topic/$now) [servicenow](/topic/servicenow) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/SergeyCYW/status/1948351987600462030)
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Sergey @SergeyCYW on x 6336 followers
Created: 2025-07-24 11:58:07 UTC
Thoughts on ServiceNow Earnings Report $NOW: 🟢Positive •Revenue: Total revenue reached $3,215M, up +22.4% YoY, beating estimates by XXX% •Subscription Revenue: Grew +22.5% YoY to $3,113M •EPS: Non-GAAP EPS of $4.09, beat by XXXX% •Operating Margin: Improved to 29.7%, up +2.3 PPs YoY •Free Cash Flow Margin: Increased to 16.6%, up +3.0 PPs YoY •Net New ARR: Surged +468.4% YoY to $432M •cRPO: Reached $10.92B, up +24.4% YoY •RPO: Hit $23.90B, up +28.5% YoY •Customer Growth: XXX customers with $5M+ ACV, up +19.7% YoY •CAC Payback: Improved to XXXX months, down -XXXXX months YoY •AI Momentum: Now Assist pack usage up 9x QoQ, ITAM Assist +6x, Creator Assist deal size +4x YoY •Guidance Raised: FY25 subscription revenue raised to $12.775B–$12.795B, +20.1% YoY •Renewal Rate: Held steady at XX%
🟡Neutral •Subscription Gross Margin: Declined to 80.6%, down -XXX PPs YoY •R&D Index (RDI): Flat YoY at XXXX •Operating Expense Efficiency: S&M/Revenue at 30.3%, down -XXX PPs YoY; R&D/Revenue down -XXX PPs, G&A/Revenue down -XXX PPs
🔴Negative •Gross Margin: Declined to 81.0%, down -XXX PPs YoY •Stock-Based Compensation: SBC/Revenue increased to 16%, up +0.3 PPs QoQ •Legacy System Challenge: RaptorDB adoption faces resistance in legacy environments •Scaling Risk: AI workloads and multi-agent governance require tighter performance, trust, and compliance integration across enterprise buyers
XXX engagements
Related Topics $432m cash flow eps $3113m $3215m $now servicenow stocks technology