Gina Mastantuono
President & CFO, ServiceNow
“Q2 subscription revenues $3.877 billion, growing 23% year over year in constant currency; full-year subscription revenue guidance raised to 15.770 billion, representing 21% year-over-year growth; non-GAAP operating margin 29.5%, 300 basis points above guidance.”
“The new AI SKU uplifts are in line with what we talked about, being 20% to 30%.”
Gina Mastantuono
One-line summary: ServiceNow President & CFO; states Q2 FY2026 guidance and the 20-30% AI-SKU pricing uplift.
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On agentic-ai-seat-erosion-to-saas-rerate:
"Q2 subscription revenues $3.877 billion, growing 23% year over year in constant currency; full-year subscription revenue guidance raised to 15.770 billion, representing 21% year-over-year growth; non-GAAP operating margin 29.5%, 300 basis points above guidance." — 2026-07-22-earnings-now-q2-fy2026 (2026-07-22)
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On agentic-ai-seat-erosion-to-saas-rerate, seat-based-saas-ai-disruption:
"The new AI SKU uplifts are in line with what we talked about, being 20% to 30%." — 2026-07-22-earnings-now-q2-fy2026 (2026-07-22)
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