ADBE vs NOW: AI Stock Comparison

Adobe Inc. vs ServiceNow, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$ADBE
Adobe Inc.
Creative and document software with Firefly AI.
$NOW
ServiceNow, Inc.
Enterprise workflow platform with AI agents.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding389.2M
as of 2026-09-18 · 10-Q cover page · SEC filing
1.04B
as of 2026-09-30 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $6.76B
10-Q period ended 2026-08-28; +13% y/y · SEC filing
Gross margin 88.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.35B
Same quarter; 35% operating margin · SEC filing
Revenue (latest quarter) $4.11B
10-Q period ended 2026-09-30; +21% y/y · SEC filing
Gross margin 70.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $385.0M
Same quarter; 9% operating margin · SEC filing
Next earnings
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Oct 28, 2026
ServiceNow, Inc. reports quarterly results · source
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Key risks
  • “Issues relating to the development and use of AI in our solutions may result in reputational harm, liability and adverse business and financial results.” — 10-K risk factor (filed 2026-01-15) · source
  • “We may be unsuccessful at innovating in response to rapid technological or industry changes to meet customer needs, which could cause our business and financial results to suffer materially.” — 10-K risk factor (filed 2026-01-15) · source
  • “Incorporating AI technology into our offerings may result in operational, legal, regulatory, ethical and other challenges.” — 10-K risk factor (filed 2026-01-29) · source
  • “Laws, regulations and customer expectations regarding the use, storage and movement of data may restrict our ability to continue to optimize our platform.” — 10-K risk factor (filed 2026-01-29) · source
AI angle

Adobe adds generative AI (Firefly) across Creative Cloud and Acrobat; AI is both a feature driver and a competitive threat from new tools.

ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base.

Full analysis: $ADBE →Full analysis: $NOW →

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Deep dives: ADBE next earnings & catalysts · NOW next earnings & catalysts · AI earnings this week