ServiceNow Inc Q3 2023 Earnings Call Transcript - Thomson StreetEvents

ServiceNow Inc Q3 2023 Earnings Call Transcript

ServiceNow Inc Q3 2023 Earnings Call Transcript - Thomson StreetEvents
ServiceNow Inc Q3 2023 Earnings Call Transcript
Published Oct 25, 2023
17 pages (10714 words) — Published Oct 25, 2023
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About This Report

  
Abstract:

Edited Transcript of NOW.N earnings conference call or presentation 25-Oct-23 9:00pm GMT

  
Brief Excerpt:

...Operator Good day, everyone, and welcome to the Third Quarter 2023 ServiceNow Earnings Call. Today's call is being recorded. (Operator Instructions) I would now like to turn the conference over to Darren Yip, Vice President of Investor Relations. Please go ahead, sir. Darren Yip ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
ServiceNow Inc
Ticker
NOW.N
Time
9:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst : Okay. Great. Maybe I'll direct this one to Gina. Gina, I know from the past when you've had strong fed quarters that by virtue of those deals, they tend to have, I think, correct me if I'm wrong, a little bit more upfront rev rec. So I'm just curious. You laid out the impact on cRPO, but how does that strong fed quarter that you saw in September impact the reported subscription revenue and margins that you put up? And if you could, in any way, maybe size that lift, given that I think there's more upfront rev rec. Much appreciated.

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : CJ, a question for you. A lot has changed in the observability market with the Splunk proposed acquisition. I'm curious, could you give us a sense for your positioning in the cloud observability market? With Lightstep and other advancements there, how well positioned do you feel to gain additional share there?

Table Of Contents

ServiceNow New methods for faster implementation Summary – 2024-04-04 – US$ 106.00 – Edited Brief of NOW.N conference call or presentation 4-Apr-24 3:00pm GMT

ServiceNow New methods for faster implementation Transcript – 2024-04-04 – US$ 106.00 – Edited Transcript of NOW.N conference call or presentation 4-Apr-24 3:00pm GMT

ServiceNow Inc Boost employee growth through unified talent development experiences Transcript – 2024-03-20 – US$ 54.00 – Edited Transcript of NOW.N conference call or presentation 20-Mar-24 3:00pm GMT

ServiceNow Inc Corporate Call Transcript – 2024-02-01 – US$ 54.00 – Edited Transcript of NOW.N conference call or presentation 1-Feb-24 4:00pm GMT

ServiceNow Inc Q3 2023 Earnings Call Summary – 2023-10-25 – US$ 54.00 – Edited Brief of NOW.N earnings conference call or presentation 25-Oct-23 9:00pm GMT

ServiceNow Inc Driving GBS outcomes at scale Webinar Summary – 2023-10-19 – US$ 54.00 – Edited Brief of NOW.N conference call or presentation 19-Oct-23 3:00pm GMT

ServiceNow Inc Driving GBS outcomes at scale Webinar Transcript – 2023-10-19 – US$ 54.00 – Edited Transcript of NOW.N conference call or presentation 19-Oct-23 3:00pm GMT

ServiceNow Inc at Goldman Sachs Communications & Technology Conference Transcript – 2023-09-06 – US$ 54.00 – Edited Transcript of NOW.N presentation 6-Sep-23 8:05pm GMT

ServiceNow Inc at Deutsche Bank Technology Conference Transcript – 2023-08-31 – US$ 54.00 – Edited Transcript of NOW.N presentation 31-Aug-23 4:30pm GMT

ServiceNow Inc at KeyBanc Technology Leadership Forum Summary – 2023-08-08 – US$ 54.00 – Edited Brief of NOW.N presentation 8-Aug-23 6:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "ServiceNow Inc Q3 2023 Earnings Call Transcript" Oct 25, 2023. Alacra Store. May 18, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-ServiceNow-Inc-Earnings-Call-T15763500>
  
APA:
Thomson StreetEvents. (2023). ServiceNow Inc Q3 2023 Earnings Call Transcript Oct 25, 2023. New York, NY: Alacra Store. Retrieved May 18, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-ServiceNow-Inc-Earnings-Call-T15763500>
  
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