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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Samad Samana | Jefferies | 8 | 0% |
| Alex Zukin | Wolfe Research | 8 | 0% |
| Peter Weed | Bernstein | 5 | 0% |
| Mark Murphy | JPMorgan | 5 | 0% |
| Brad Sills | Bank of America | 4 | 0% |
| Kash Rangan | Goldman Sachs | 4 | 0% |
| Keith Weiss | Morgan Stanley | 4 | 50% |
| Matt Hedberg | RBC Capital Markets | 3 | 0% |
| Mike Turrin | Wells Fargo | 3 | 33% |
| Gabriela Borges | Goldman Sachs | 2 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 8 | 0% |
| Jefferies | 1 | 8 | 0% |
| Morgan Stanley | 3 | 7 | 29% |
| Goldman Sachs | 2 |
| 6 |
| 17% |
| Bernstein | 1 | 5 | 0% |
| JPMorgan | 1 | 5 | 0% |
| Bank of America | 1 | 4 | 0% |
| RBC Capital Markets | 1 | 3 | 0% |
ServiceNow delivered subscription revenue growing 19% in constant currency above guidance with non-GAAP operating margin at 32%, as the AI revenue target was raised 50% to $1.5 billion for 2026 and the Armis acquisition closed early expanding the security TAM. Management raised FY2026 subscription revenue by $205 million at the midpoint, though Gina noted this was entirely the Armis contribution with organic guidance maintained, while the autonomous AI workforce resolved 90% of IT requests and RPO grew 23.5% in constant currency.
Cloud & AI | Demand | Competitive Dynamics | Pricing | Innovation & R&D | Macroeconomic | Revenue Growth | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 3 | 3 | 3 | 2 | |||
| 2025Q1 | 6 | 9 | 4 | 2 | 4 | 3 | 1 | |
| 2025Q2 | 8 | 8 | 5 | 1 | 1 | 1 | 1 | |
| 2025Q3 | 8 | 6 | 2 | 4 | 2 | 1 | 2 | |
| 2025Q4 | 6 | 2 | 3 | 1 | 2 | 1 | ||
| 2026Q1 | 5 | 1 | 2 | 3 | 1 | 2 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 7 | 6 | 8 | 8 | 6 | 5 |
| Demand | 3 | 9 | 8 | 6 | 2 | 1 |
| Competitive Dynamics | 3 | 4 | 5 | 2 | 3 | 2 |
| Pricing | 3 | 2 | 1 | 4 | 1 | 3 |
| Innovation & R&D | 4 | 2 | 2 | 1 | ||
| Macroeconomic | 2 | 3 | 1 | 2 | ||
| Revenue Growth | 1 | 1 | 5 | |||
| Regulation Policy | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NOW ServiceNow | 7 | +22.1% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |