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Source document· April 22, 2026

ServiceNow (NYSE:NOW) Beats Q1 CY2026 Sales Expectations But Stock Drops 15.2%

View original at finance.yahoo.com
“Operating Margin: 13.3%, down from 14.6% in the same quarter last year”
Verbatim excerpt from the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • ServiceNow's first quarter performance beat the high end of guidance once again

    60% confidence

Data points we hold from this source

ServiceNow · adjusted operating income1.20 USD
ServiceNow · crpo12.64 USD
ServiceNow · workflow volume80 billion_annually
ServiceNow · billings growth18.8 percent
ServiceNow · eps0.97 USD
ServiceNow · transaction volume6.5 trillion_annually
ServiceNow · subscription revenue3.67 USD
ServiceNow · free cash flow margin44.2 percent
ServiceNow · adjusted operating margin31.8 percent
ServiceNow · billings3.49 USD
ServiceNow · rpo27.7 USD
ServiceNow · operating margin13.3 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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