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ServiceNow and IBM Report Q1 Earnings Today — Both Tested on AI-Specific Revenue Metrics for the First Time
ServiceNow and IBM both report Q1 2026 earnings after market close on April 22, with Wall Street evaluating both primarily on AI monetization for the first time. ServiceNow (consensus $3.75B revenue, +21% YoY) faces scrutiny on 'Agentic ACV' — a new tier where customers pay for AI agent task completion rather than human seats. IBM ($15.6B consensus, $1.81 EPS) is being measured on watsonx adoption driving 14%+ software segment growth. ServiceNow is down 36.9% YTD; IBM analysts are bullish on AI consulting momentum. Combined with SAP tomorrow, this is the most AI-focused enterprise earnings week in history.
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