ServiceNow Reports Q1 2026 Earnings Tomorrow — Wall Street Watching 'Agentic ACV' as Make-or-Break Metric
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ServiceNow releases Q1 2026 results April 22, with consensus expecting $3.75B revenue (21.4% YoY growth) and subscription revenue guidance of $3.65-3.655B. The key metric investors are tracking is 'Agentic ACV' — ServiceNow's Now Assist AI engine already hit $1B ACV run rate in March. With 603 customers generating $5M+ in ACV and 244 deals over $1M net-new in Q4 alone, this is the first major SaaS earnings that could validate or reject the 'AI revenue replaces seat revenue' thesis.