SF Jul 22, 2026 · 9:27 PM

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ServiceNow beats Q2 revenue estimates with 22% growth as Now Assist AI deals surge 70%

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ServiceNow beats Q2 revenue estimates with 22% growth as Now Assist AI deals surge 70%

ServiceNow reported Q2 2026 revenue beating the $3.92 billion consensus estimate, with multi-product Now Assist AI deals growing nearly 70% year over year. CEO Bill McDermott reiterated the company's $1.5 billion AI annual contract value target for 2026, giving enterprise software bulls their clearest data point yet that AI is producing durable, recurring revenue at scale.

Julian Lim

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Tesla delivered a record 480,000 cars in Q2 2026 and still watched profits collapse

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Tesla delivered a record 480,000 cars in Q2 2026 and still watched profits collapse

Four DOGE alumni raise at a $1.4 billion valuation for Cathedral, a stealth military cybersecurity startup backed by a16z and Sequoia

6 min read · 543 reads

Four DOGE alumni raise at a $1.4 billion valuation for Cathedral, a stealth military cybersecurity startup backed by a16z and Sequoia

Brent crude hits $95 as Iran strikes and a double chokepoint threat upend the Fed's rate-cut math

5 min read · 569 reads

Brent crude hits $95 as Iran strikes and a double chokepoint threat upend the Fed's rate-cut math

Travis Kalanick closes a $1.7 billion round for Atoms as a16z bets big on physical AI

5 min read · 591 reads

Travis Kalanick closes a $1.7 billion round for Atoms as a16z bets big on physical AI

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