NOW News
3 R40 articles on ServiceNow, Inc. (NOW), the latest published Aug 2, 2026.
R40 Coverage
News
Our Own Explainer Says the Rule of 40 Captures Stock Compensation 'Not Perfectly'. Here Is How Imperfectly.
The four companies our Rule of 40 explainer praises pay 14.5-21.5% of revenue in stock compensation. Subtract it and two fall below 40. How big the gap is.
R40
News
ServiceNow Q2 2026: A Beat That Cleared the Real Bar, Not Just the Official One
ServiceNow fell 6.5% before earnings on sector-wide AI anxiety, then rallied 5% after beating every guided metric and crossing $1 billion in AI annual contract value. We unpack why this beat was solid rather than spectacular once measured against what sophisticated investors already expected, and how it differs from April's guidance-cut crash.
R40
News
ServiceNow Is Down 45% While Beating Every Estimate. The Market Is Scared of the Wrong Thing.
ServiceNow beat on revenue, EPS, and guidance — then lost half its value. The SaaS-is-dead narrative is overblown. Here's why.
R40