ServiceNow’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, but the market reaction was notably negative. Management focused on the acceleration in AI-driven product uptake and major enterprise wins, citing strong adoption of Now Assist and workflow automation across industries. CEO Bill McDermott described the period as ServiceNow's “largest quarter in history” for CRM net new annual contract value, emphasizing customer demand for end-to-end AI and workflow solutions. Despite these achievements, management acknowledged that recent M&A activity and questions about future growth drivers contributed to investor uncertainty.
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) fell 7.4% in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. The market witnessed a "basket-style reaction," a term for when investors reduce exposure to an entire segment without differentiating between individual company business models. The negative sentiment was widespread, pulling down all of the Magnificent Seven stocks and sending the S&P 500 Information Technology Sector down nearly 3%.
On January 29, 2026, ServiceNow (NYSE: NOW) delivered a fourth-quarter earnings report that arguably represented one of the most significant "beat and raise" performances in the enterprise software sector this decade. Despite the company surpassing analyst expectations across every key financial metric and raising its outlook for the coming year,
As of early 2026, the artificial intelligence landscape has undergone a seismic shift, moving away from the era of conversational chatbots toward the age of "Agentic AI." Leading this charge is Microsoft (NASDAQ: MSFT), which has successfully transitioned its Copilot ecosystem from a simple "assistant" that responds to prompts into a fleet of autonomous agents [...]
As the enterprise software sector grapples with a structural "normalization" in early 2026, ServiceNow (NYSE: NOW) has emerged as both a beacon of technical strength and a victim of its own high expectations. On February 2, 2026, investors are still processing the aftermath of a volatile January earnings season that
In a definitive signal that the "turnaround" of International Business Machines Corp. (NYSE: IBM) has entered its most profitable phase, the company reported a staggering 12.2% year-over-year revenue increase for the fourth quarter of 2025. The results, released on January 28, 2026, highlight a radical transformation from a legacy
In a jarring disconnect between fiscal performance and market sentiment, ServiceNow (NYSE: NOW) saw its shares crater by nearly 10% on January 29, 2026, despite delivering a Fourth Quarter 2025 report that exceeded analyst expectations on every major metric. The enterprise software giant, long considered a bellwether for the digital
As January 2026 draws to a close, the global financial markets are standing at the precipice of what many economists are calling the "AI Earnings Supercycle." After three years of intensive capital expenditure and experimental pilots, the narrative of artificial intelligence has shifted from speculative hype to a rigorous, margin-focused
ServiceNow (NYSE: NOW) reported a powerhouse performance for its fourth quarter of 2025, beating analyst estimates across the board as its generative AI (GenAI) strategy moved from pilot programs to a significant revenue engine. On January 28, 2026, the workflow automation giant posted subscription revenue of $3.47 billion, a
The stark divide in the financial markets reached a fever pitch today, January 29, 2026, as the long-anticipated "Great Rotation" finally appeared to take hold. While the tech-heavy Nasdaq Composite and the broader S&P 500 were dragged into the red by a staggering sell-off in artificial intelligence bellwethers, the
