[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 6350 followers Created: 2025-07-24 12:58:07 UTC Key points from $NOW ServiceNow’s Second Quarter 2025 Earnings Call: Financial Performance: Q2 2025 subscription revenue was $3.113B, up XXXX% YoY, beating guidance by XXX bps. CRPO also rose 21.5%. Operating margin hit XXXX% (+250 bps), and free cash flow margin was XXXX% (+300 bps YoY). ServiceNow closed XX deals > $1M, including XX > $5M. RPO ended at $23.9B (+25.5% YoY); current RPO reached $10.92B (+21.5%). Renewal rate remained 98%. Technology Workflows: Growth was driven by adoption across ITSM, ITOM, ITAM, and Security. ITAM hit a record deal, with XX% YoY ACV growth. ITOM Plus deal volume tripled. XX deals > $1M, including X > $5M. ITSM Plus and CSM Plus volumes quadrupled YoY. RaptorDB: RaptorDB Pro supported AI Control Tower and Workflow Data Fabric. Standard Chartered adopted it for agent security. Performance and LLM compatibility are differentiators; scaling across legacy systems remains a challenge. Workflow Data Fabric: Included in XX of the top XX deals. Enables real-time integration across enterprise functions. Data World acquisition enhanced knowledge graph and governance. Customer enablement is key for success. Customer & Industry Workflows: Present in XX of the top XX deals > $1M. Transportation and logistics ACV grew 100%+, TMT 70%+, and retail, hospitality, utilities 50%+. Logic ai drove X CPQ deals in June. Agentic AI: Over XXXXXXX AI agents deployed internally, automating 80%+ of support workflows. AI Control Tower exceeded 2025 ACV goals in XX days. Used by Merck, Starbucks, NVIDIA, and Standard Chartered. Employee Workflows: HRSD Plus deal volume doubled YoY. ExxonMobil, Starbucks, Intuit expanded AI support. Agentic Workforce Management launched for secure employee–agent collaboration. Now Assist: Featured in XX of top XX deals. XX transactions used 5+ Assist products. Assist usage rose 9x QoQ. ITAM Assist grew 6x, Risk Assist doubled, Creator Assist deal size quadrupled YoY. Target: $1B in ACV by 2026. SecOps & Risk: Net new ACV for Risk and SecOps Assist doubled QoQ. Adopted by Merck and Standard Chartered for risk governance and agent control. Scaling across multi-agent environments is the focus. Creator Workflows: Now Assist for Creator led to 4x YoY growth in average deal size. Enterprises using low-code to build internal AI agents. Growth depends on IT governance and quality control. Product Innovations: Launched AI Control Tower, Agent Fabric, Agent Studio, and Agentic Workforce Management. All support ServiceNow’s AI operating system vision. NowNext AI Program: Enterprise-focused deployment model with C-suite engagement. Drives adoption of AI Control Tower and Now Assist. Uses internal engineering; no added headcount. Strategic Partnerships: Expanded with NVIDIA (Nemotron + agent support), Zoom, UKG, and Capstone for maritime digital infrastructure. Strategic Acquisitions: Logic ai boosted CPQ with X deals in June. Data World added graph-based data governance. Moveworks pending close in late 2025. International Performance: APJ, EMEA, and Americas exceeded expectations. X U.S. federal logos added despite macro constraints. Leadership optimized for scale. Customer Wins: Major Q2 deployments: ExxonMobil, Standard Chartered, Merck, Intuit, Starbucks, NVIDIA, California, Banco do Nordeste, NC DOT, Capstone. Use cases ranged from agentic support to AI governance and service modernization. Stock Buyback: XXXXXXX shares repurchased in Q2. $2.6B authorization remains. Cash and investments: $10.8B. Outlook: FY 2025 subscription revenue raised to $12.775B–$12.795B (+20% YoY). Q3 projected at $3.26B–$3.265B, CRPO growth 18.5%. Operating margin 30.5%, FCF margin 32%. FY26 targets: $15B subscription revenue, $1B in Now Assist ACV.  XXXXX engagements  **Related Topics** [5m](/topic/5m) [1m](/topic/1m) [$239b](/topic/$239b) [$5m](/topic/$5m) [$1m](/topic/$1m) [cash flow](/topic/cash-flow) [$3113b](/topic/$3113b) [quarterly earnings](/topic/quarterly-earnings) [Post Link](https://x.com/SergeyCYW/status/1948367087573082488)
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Sergey @SergeyCYW on x 6350 followers
Created: 2025-07-24 12:58:07 UTC
Key points from $NOW ServiceNow’s Second Quarter 2025 Earnings Call:
Financial Performance: Q2 2025 subscription revenue was $3.113B, up XXXX% YoY, beating guidance by XXX bps. CRPO also rose 21.5%. Operating margin hit XXXX% (+250 bps), and free cash flow margin was XXXX% (+300 bps YoY). ServiceNow closed XX deals > $1M, including XX > $5M. RPO ended at $23.9B (+25.5% YoY); current RPO reached $10.92B (+21.5%). Renewal rate remained 98%.
Technology Workflows: Growth was driven by adoption across ITSM, ITOM, ITAM, and Security. ITAM hit a record deal, with XX% YoY ACV growth. ITOM Plus deal volume tripled. XX deals > $1M, including X > $5M. ITSM Plus and CSM Plus volumes quadrupled YoY.
RaptorDB: RaptorDB Pro supported AI Control Tower and Workflow Data Fabric. Standard Chartered adopted it for agent security. Performance and LLM compatibility are differentiators; scaling across legacy systems remains a challenge.
Workflow Data Fabric: Included in XX of the top XX deals. Enables real-time integration across enterprise functions. Data World acquisition enhanced knowledge graph and governance. Customer enablement is key for success.
Customer & Industry Workflows: Present in XX of the top XX deals > $1M. Transportation and logistics ACV grew 100%+, TMT 70%+, and retail, hospitality, utilities 50%+. Logic ai drove X CPQ deals in June.
Agentic AI: Over XXXXXXX AI agents deployed internally, automating 80%+ of support workflows. AI Control Tower exceeded 2025 ACV goals in XX days. Used by Merck, Starbucks, NVIDIA, and Standard Chartered.
Employee Workflows: HRSD Plus deal volume doubled YoY. ExxonMobil, Starbucks, Intuit expanded AI support. Agentic Workforce Management launched for secure employee–agent collaboration.
Now Assist: Featured in XX of top XX deals. XX transactions used 5+ Assist products. Assist usage rose 9x QoQ. ITAM Assist grew 6x, Risk Assist doubled, Creator Assist deal size quadrupled YoY. Target: $1B in ACV by 2026.
SecOps & Risk: Net new ACV for Risk and SecOps Assist doubled QoQ. Adopted by Merck and Standard Chartered for risk governance and agent control. Scaling across multi-agent environments is the focus.
Creator Workflows: Now Assist for Creator led to 4x YoY growth in average deal size. Enterprises using low-code to build internal AI agents. Growth depends on IT governance and quality control.
Product Innovations: Launched AI Control Tower, Agent Fabric, Agent Studio, and Agentic Workforce Management. All support ServiceNow’s AI operating system vision.
NowNext AI Program: Enterprise-focused deployment model with C-suite engagement. Drives adoption of AI Control Tower and Now Assist. Uses internal engineering; no added headcount.
Strategic Partnerships: Expanded with NVIDIA (Nemotron + agent support), Zoom, UKG, and Capstone for maritime digital infrastructure.
Strategic Acquisitions: Logic ai boosted CPQ with X deals in June. Data World added graph-based data governance. Moveworks pending close in late 2025.
International Performance: APJ, EMEA, and Americas exceeded expectations. X U.S. federal logos added despite macro constraints. Leadership optimized for scale.
Customer Wins: Major Q2 deployments: ExxonMobil, Standard Chartered, Merck, Intuit, Starbucks, NVIDIA, California, Banco do Nordeste, NC DOT, Capstone. Use cases ranged from agentic support to AI governance and service modernization.
Stock Buyback: XXXXXXX shares repurchased in Q2. $2.6B authorization remains. Cash and investments: $10.8B.
Outlook: FY 2025 subscription revenue raised to $12.775B–$12.795B (+20% YoY). Q3 projected at $3.26B–$3.265B, CRPO growth 18.5%. Operating margin 30.5%, FCF margin 32%. FY26 targets: $15B subscription revenue, $1B in Now Assist ACV.
XXXXX engagements
Related Topics 5m 1m $239b $5m $1m cash flow $3113b quarterly earnings