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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I especially love 5 customers who got to leave the purgatory of ServiceNow, like Sunrun, Cornerstone, CoolSystems, and there's others, too, that we're not allowed to mention, but I might mention them anyway.”
Salesforce claims competitive wins displacing ServiceNow's ITSM with its new Salesforce IT Service product, naming several customers that switched.
“enterprise software platforms like ServiceNow, CrowdStrike, and SAP are integrating NVIDIA Corporation's accelerated computing and AI stack”
ServiceNow is integrating NVIDIA's accelerated computing and AI stack into its enterprise platform.
“Our recently announced strategic collaboration with ServiceNow marks an important milestone designed to make life easier for those who manage complex sourcing and procurement operations.”
FedEx announces a strategic collaboration embedding its logistics intelligence into ServiceNow's procurement and supply-chain solutions, a partnership read-through for ServiceNow.
“And partners like Adobe, Databricks, Genspaw, Glean, NVIDIA, SAP, ServiceNow, and Workday are already integrating agent 365.”
ServiceNow is named among partners integrating Microsoft's Agent 365, a read-through on the ServiceNow-Microsoft agent interoperability partnership.
“ServiceNow goes down almost every day given concerns around the underlying fundamentals of JSM.”
An analyst notes ServiceNow's stock has been weak amid market concerns about workflow-software fundamentals, framing it as a JSM competitor. Read-through reflects negative sentiment toward ServiceNow's ITSM franchise.
“And we're by the way, we're much bigger than Workday. And, or ServiceNow.”
Oracle cites its scale advantage over ServiceNow in enterprise applications, a competitive-positioning read-through.
“tight integrations with platforms like Glean, IBM, Factory and ServiceNow in securing the exploding number of agentic AI workflows”
ServiceNow is named as an integration partner for securing agentic AI workflows with Prisma AIRS.
“Leading AI agent platform providers, including SAP and ServiceNow, are among the first to use new models.”
ServiceNow is among the first AI agent platform providers to adopt NVIDIA's new Llama Nemotron model family for agentic AI applications.
“Hundreds of partners like Adobe, SAP, ServiceNow and Workday have built their own third-party agents that integrate with Copilot and Teams.”
ServiceNow built third-party agents integrating with Microsoft Copilot and Teams.
“Finally, with Salesforce and ServiceNow, we are embedding our agentic networks directly into our client's primary enterprise workflows.”
Cognizant embeds its agentic networks into ServiceNow as a primary enterprise workflow layer.
“That includes systems like Salesforce, ServiceNow, Coupa, Intapp,”
Moody's distributes its analytics through third-party platforms including ServiceNow, indicating ServiceNow's role as an embedded workflow host for Moody's content.
“Working with NVIDIA, Cadence, Cloudera, Cohesity, NetApp, Nutanix, Salesforce, SAP and ServiceNow are racing to accelerate development of these applications with the potential for billions of agents to be deployed in the coming years.”
ServiceNow is building agentic AI co-pilots on NVIDIA's platform, part of a broad enterprise-software partner push.
“We're combining ServiceNow's orchestration with FedEx's unique data DNA to provide procurement leaders with trusted insights and our source-to-pay solution.”
ServiceNow is partnering with FedEx DataWorks to combine FedEx's logistics data with ServiceNow orchestration for a source-to-pay solution, with FedEx expanding the relationship beyond procurement.
“ServiceNow and NTT Data have expanded our strategic partnership to accelerate AI-led transformation in global enterprises, designating NTT Data as a strategic AI delivery partner.”
ServiceNow named NTT Data a strategic AI delivery partner for co-developing and co-selling AI solutions, expanding NTT Data's ServiceNow-based services.
“our CRM products can now have voice capabilities with OpenAI as a preferred model so that we can have a much more differentiated offering”
ServiceNow uses OpenAI as the preferred model for voice, speech-to-speech and multimodal capabilities in its CRM products, a specific product-level use of OpenAI.
“ServiceNow also announced a new collaboration with OpenAI to enable direct customer access to frontier model capabilities, custom ServiceNow AI solutions, and increased speed with no bespoke development required.”
ServiceNow announced a collaboration making OpenAI a preferred model for several agentic use cases, expanding OpenAI's enterprise reach.
“Similarly, with Anthropic, they have a very good coding agent. A build agent, which is a white coding tool, allows anyone to build any workflow on top of ServiceNow. And we use Claude as the underlying technology to generate some of the code.”
ServiceNow uses Anthropic's Claude as the underlying code-generation model for its build agent, a concrete product-level dependency on Anthropic.
“ServiceNow and Anthropic have announced an expanded partnership to integrate Claude models more deeply into the ServiceNow AI platform.”
ServiceNow expanded its partnership with Anthropic to embed Claude models more deeply into its platform, signaling growing enterprise distribution for Anthropic's models.
“ServiceNow and Microsoft have announced a deep AI integration, connecting copilots, agents, and data across Microsoft 365 and the ServiceNow AI platform to deliver seamless orchestration, governance, and enterprise-wide automation.”
ServiceNow and Microsoft announced a deep AI integration linking Microsoft 365 copilots and agents to ServiceNow's platform, positioning Microsoft as a strategic interoperability partner.
“look at the example like Ulta Beauty, where we do retail store operations. Our Agentic flows are built specifically for what you require to manage a retail store, the maintenance, the life cycle and the cases the retail store operator require help with”
Ulta Beauty uses ServiceNow's industry-specific agentic flows for retail store operations and maintenance.
“AstraZeneca, they're using the control tower to manage and govern all their AI initiatives at scale, and they have implemented ServiceNow agenic AI across the organization to drive employee productivity”
AstraZeneca uses ServiceNow's AI Control Tower and agentic AI across the org to boost productivity and speed medicine development.
“Bell, a leading Canadian telecom company, you know them well. They're deflecting more than 3 million customer support calls annually, and they're automating 90% of dispatch-related tasks now on Now Assist agents.”
Canadian telecom Bell is a Now Assist customer deflecting 3M+ support calls annually and automating 90% of dispatch tasks.
“Lenovo, very well-known, fantastic brand. They're resolving cases 35% faster and they achieved 100% customer satisfaction score with the Now Assist deployment.”
Lenovo is cited as a Now Assist customer resolving cases 35% faster with a 100% CSAT score.
“Gartner just published the first ever 2025 Magic Quadrant for business orchestration and automation technologies, affectionately called BOAT.”
ServiceNow cites Gartner's inaugural 2025 Magic Quadrant for business orchestration/automation, in which it was named leader.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Mark Murphy | JPMorgan | 5 (0%) |
| Peter Weed | Bernstein | 5 (0%) |
| Keith Weiss | Morgan Stanley | 4 (50%) |
| Kash Rangan | Goldman Sachs | 4 (0%) |
| Brad Sills | Bank of America | 4 (0%) |
| Mike Turrin | Wells Fargo | 3 (33%) |
| Matt Hedberg | RBC Capital Markets | 3 (0%) |
| Derrick Wood | TD Cowen | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
ServiceNow closed FY2025 with Q4 subscription revenue growing 21% and NNACV accelerating, as Now Assist surpassed $600 million ACV with Q4 deals tripling quarter-over-quarter and CRM NNACV growth accelerated to the largest quarter in history. Management introduced FY2026 subscription revenue guidance of $15.530-15.570 billion representing 19.5-20% constant-currency growth, while the Armis and Veza acquisitions created a comprehensive agentic security stack and a $5 billion share repurchase authorization was announced.
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 |
| 6 (17%) |
| Bernstein | 1 | 5 (0%) |
| JPMorgan | 1 | 5 (0%) |
| Bank of America | 1 | 4 (0%) |
| RBC Capital Markets | 1 | 3 (0%) |
| 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% |