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ServiceNow stock falls as refreshed subscription outlook trails estimates

Published 2024-04-24, 04:20 p/m
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ServiceNow (NYSE:NOW) reported its first-quarter results today with adjusted earnings per share (EPS) coming in at $3.41 from $2.37 year over year and surpassing the expected $3.16.

The company’s adjusted revenue also exceeded expectations, reaching $2.60 billion against analyst forecast of $2.58 billion.

Subscription revenue met the estimate at $2.52 billion. For the second quarter, ServiceNow anticipates subscription revenue between $2.525 billion and $2.53 billion, which falls short of the expected $2.54 billion.

As a result, ServiceNow stock fell about 5% in after-hours trade.

ServiceNow adjusted its full-year subscription revenue guidance to a narrow range of $10.56 billion to $10.58 billion, slightly below the Bloomberg consensus estimate of $10.59 billion.

ServiceNow's adjusted gross margin for the quarter was 83%, higher than the 82.6% estimate. The subscription adjusted gross margin was significantly higher at 86%, compared to the anticipated 84.7%.

Moreover, the company reported a substantial increase in free cash flow to $1.23 billion, well above the estimate of $961.1 million.

Amidst these developments, ServiceNow continued its shareholder return activities, repurchasing 225,000 shares for $175 million. Approximately $787 million remains available for future repurchases under the current authorization.

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