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TRX ServiceNow beat and raised but shares fell on weaker cRPO guidance
A Reddit r/investing post claims ServiceNow reported Q3 after the close on 10/28 with subscription revenue of $3,988m (+21%, +20.5% constant currency), above its own $3,975–3,980m guide, and raised full-year subscription and FCF-margin targets. The post says the stock fell from a $150.13 close to about $121.62 overnight, attributing the drop to constant-currency cRPO growth guidance of 18.5% for Q4 2026 versus 21% actual in Q3 and 21.5% in Q2 2026.
Why “Rumor”
- Only community or trader posts: r/investing
0 independent source groups across 1 post · evidence score 9/100. How labels work
What the sources claim
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ServiceNow's Q3 subscription revenue of $3,988m beat its own $3,975–3,980m guidance.
“subscription revenue $3,988m (+21%, +20.5% constant currency), above its own $3,975–3,980m guide”
r/investing -
ServiceNow shares fell from a $150.13 close to about $121.62 overnight.
“The stock went from a $150.13 close to about $121.62 overnight.”
r/investing -
Constant-currency cRPO growth was guided to 18.5% for Q4 2026, down from 21% actual in Q3 and 21.5% in Q2 2026.
“cRPO growth, constant currency: - Q2 2026 actual: 21.5% - Q3 2026 guide (given in July): 20% - Q3 2026 actual: 21% - Q4 2026 guide: 18.5%”
r/investing -
Q4 subscription revenue is guided at +21.5% constant currency.
“Q4 subscription revenue is guided at +21.5% cc, so the near term is fine.”
r/investing -
The 10-Q states acquisitions are not material to results.
“Acquisitions are "not material" to results** (10-Q, Note 5).”
r/investing
Sources
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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-10-29 14:50 UTC. Labels are computed from the sources, not by the model.