[NOW 26년 3분기] 실적 브리핑

2026년 10월 29일 오전 08:1211분

핵심 요약

ServiceNow reported Q3 2026 subscription revenue of $3.988 billion, growing 20.5% year-over-year in constant currency, beating the high end of guidance.
The company raised its full-year AI ACV target to $1.7 billion plus, and upgraded its free cash flow margin target by 100 bps to 36%.
Q4 guidance for revenue ($4.245B-$4.255B) and cRPO growth (18.5% constant currency) missed consensus estimates, triggering a post-earnings stock drop of over 14%.
ServiceNow launched its Superintelligence Control Tower (SICT) and AI Passport to provide enterprise-grade governance, visibility, and an instant kill switch for rogue AI agents.
Strategic investment in internal delivery expertise to accelerate AI deployments created a minor near-term top-line headwind (25 bps in Q3, 50 bps in Q4) but promises long-term token consumption expansion.