ServiceNow Reports Q3 2026 Financial Results and Announces Armis Acquisition

ServiceNow reported Q3 2026 revenue of $4.106 billion, up 20.5% year over year, including $3.988 billion in subscription revenue. The company missed adjusted EPS estimates and issued weaker-than-expected Q4 guidance, prompting a significant decline in its share price. It also announced a $7.75 billion acquisition of cybersecurity company Armis. Management said early contract renewals contributed to quarterly results, while analysts expressed mixed views on AI monetization and near-term growth.