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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 15:31:06 UTC

$NOW Management comments on the earnings call.

Financial Performance
Gina Mastantuono, President and Chief Financial Officer
“Q2 was a spectacular quarter across the board. We significantly beat the high end of our guidance across all top line and profitability metrics.”

Technology Workflows
Gina Mastantuono, President and Chief Financial Officer
“ITAM landed its largest deal to date, with net new ACV growth of over XX% year over year.”

Autonomous AI Agents
Bill McDermott, Chairman and Chief Executive Officer
“We have XXXXXXX AI agents in workflow right now. Over XX% of support functions—IT, risk, compliance, security—are being handled by agents.”

Now Assist
Gina Mastantuono, President and Chief Financial Officer
“Now Assist net new ACV continues to trend very well, beating expectations again, fueled by growth in deal volume and size.”

Customer and Industry Workflows
Bill McDermott, Chairman and Chief Executive Officer
“The CRM opportunity for us is massive. We’re not just entering CRM—we’re reimagining it.”

Product Innovations
Bill McDermott, Chairman and Chief Executive Officer
“We’ve delivered a complete, enterprise-ready agentic platform—including AI Control Tower, Agent Fabric, and No-Code Agent Studio.”

Strategic Acquisitions
Bill McDermott, Chairman and Chief Executive Officer
“We acquired Data World, the only data catalog platform built on a knowledge graph. It’s the highest adopted platform in its category—period.”

Strategic Partnerships
Bill McDermott, Chairman and Chief Executive Officer
“We’re seeing partnership expansions with NVIDIA, UKG, Zoom, and others, which illustrate the centricity of our platform in enterprise AI.”

Customers
Gina Mastantuono, President and Chief Financial Officer
“We now have XXX customers generating over $X million in ACV, and the number of $XX million+ customers increased over XX% YoY.”

Future Outlook
Gina Mastantuono, President and Chief Financial Officer
“We are raising our subscription revenue guidance for 2025 by $XXX million at the midpoint, now targeting $XXXXXX billion to $XXXXXX billion, representing XX% YoY growth.”

![](https://pbs.twimg.com/media/GwogjiCaIAAi_rH.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948405587030732832/c:line.svg)

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[metrics](/topic/metrics)
[quarterly earnings](/topic/quarterly-earnings)
[$now](/topic/$now)
[servicenow](/topic/servicenow)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/SergeyCYW/status/1948405587030732832)

[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.]

SergeyCYW Avatar Sergey @SergeyCYW on x 6351 followers Created: 2025-07-24 15:31:06 UTC

$NOW Management comments on the earnings call.

Financial Performance Gina Mastantuono, President and Chief Financial Officer “Q2 was a spectacular quarter across the board. We significantly beat the high end of our guidance across all top line and profitability metrics.”

Technology Workflows Gina Mastantuono, President and Chief Financial Officer “ITAM landed its largest deal to date, with net new ACV growth of over XX% year over year.”

Autonomous AI Agents Bill McDermott, Chairman and Chief Executive Officer “We have XXXXXXX AI agents in workflow right now. Over XX% of support functions—IT, risk, compliance, security—are being handled by agents.”

Now Assist Gina Mastantuono, President and Chief Financial Officer “Now Assist net new ACV continues to trend very well, beating expectations again, fueled by growth in deal volume and size.”

Customer and Industry Workflows Bill McDermott, Chairman and Chief Executive Officer “The CRM opportunity for us is massive. We’re not just entering CRM—we’re reimagining it.”

Product Innovations Bill McDermott, Chairman and Chief Executive Officer “We’ve delivered a complete, enterprise-ready agentic platform—including AI Control Tower, Agent Fabric, and No-Code Agent Studio.”

Strategic Acquisitions Bill McDermott, Chairman and Chief Executive Officer “We acquired Data World, the only data catalog platform built on a knowledge graph. It’s the highest adopted platform in its category—period.”

Strategic Partnerships Bill McDermott, Chairman and Chief Executive Officer “We’re seeing partnership expansions with NVIDIA, UKG, Zoom, and others, which illustrate the centricity of our platform in enterprise AI.”

Customers Gina Mastantuono, President and Chief Financial Officer “We now have XXX customers generating over $X million in ACV, and the number of $XX million+ customers increased over XX% YoY.”

Future Outlook Gina Mastantuono, President and Chief Financial Officer “We are raising our subscription revenue guidance for 2025 by $XXX million at the midpoint, now targeting $XXXXXX billion to $XXXXXX billion, representing XX% YoY growth.”

XXXXX engagements

Engagements Line Chart

Related Topics metrics quarterly earnings $now servicenow stocks technology

Post Link

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