ServiceNow vs Intuit
This page compares ServiceNow and Intuit, examining their business models, financial performance, and market context. It presents neutral, accessible descriptions of each company’s value propositions, revenue structures, and competitive environments, helping readers understand how they operate rather than predict outcomes. Educational content, not financial advice.
This page compares ServiceNow and Intuit, examining their business models, financial performance, and market context. It presents neutral, accessible descriptions of each company’s value propositions,...
Why It's Moving
ServiceNow surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.
Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.
- Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
- Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
- FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.
ServiceNow surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.
Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.
- Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
- Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
- FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.
Investment Analysis
ServiceNow
NOW
Pros
- ServiceNow maintains a leading position in enterprise cloud workflow automation with strong customer retention and market share gains.
- The company is expanding into new markets such as IT operations management and federal government contracts, providing additional growth opportunities.
- ServiceNow has a high gross profit margin, reflecting efficient operations and pricing power in its core software offerings.
Considerations
- ServiceNow trades at a premium valuation with a high price-to-earnings ratio, increasing downside risk if growth slows.
- Recent insider selling activity has raised concerns about confidence in near-term prospects despite positive analyst sentiment.
- The stock is sensitive to broader technology sector volatility and macroeconomic factors affecting enterprise spending.
Intuit
INTU
Pros
- Intuit has delivered robust financial performance with consistent revenue growth and strong profitability in its core tax and small business segments.
- The company is successfully expanding into the mid-market and integrating AI into its platforms, supporting long-term innovation and competitiveness.
- Intuit maintains a solid balance sheet and has increased its dividend, reflecting financial stability and shareholder returns.
Considerations
- Intuit's valuation remains elevated relative to historical averages, which could limit upside if earnings growth does not meet expectations.
- The business is exposed to regulatory changes and tax law reforms that could impact its core tax preparation services.
- Increased competition in the financial software sector poses a risk to market share and pricing power.
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ServiceNow (NOW) Next Earnings Date
ServiceNow's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its next earnings for the second quarter of fiscal year 2026, covering the period ending January 31, 2026, on or around February 24, 2026. This date aligns with analyst estimates and the company's historical pattern of releasing Q2 results in late February, following the confirmed Q1 FY2026 release on November 20, 2025. Investors should monitor Intuit's investor relations site for the official announcement typically issued in early February.
ServiceNow (NOW) Next Earnings Date
ServiceNow's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its next earnings for the second quarter of fiscal year 2026, covering the period ending January 31, 2026, on or around February 24, 2026. This date aligns with analyst estimates and the company's historical pattern of releasing Q2 results in late February, following the confirmed Q1 FY2026 release on November 20, 2025. Investors should monitor Intuit's investor relations site for the official announcement typically issued in early February.
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Explore BasketWhich Baskets Do They Appear In?
Company Toolbox
Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
Published: June 17, 2025
Explore BasketSaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
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