NOW vs SNOW: AI Stock Comparison

ServiceNow, Inc. vs Snowflake 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.
$NOW
ServiceNow, Inc.
Enterprise workflow platform with AI agents.
$SNOW
Snowflake Inc.
Cloud data platform used for AI workloads.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding1.04B
as of 2026-09-30 · 10-Q cover page · SEC filing
352.8M
as of 2026-08-21 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
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
Revenue (latest quarter) $1.55B
10-Q period ended 2026-07-31; +35% y/y · SEC filing
Gross margin 67.0%
Gross profit / revenue, same quarter · SEC filing
Operating income -$263.0M
Same quarter; -17% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Most recent reported
Oct 28, 2026
ServiceNow, Inc. reports quarterly results · source
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “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
  • “We have a history of operating losses and may not achieve or sustain profitability in the future.” — 10-K risk factor (filed 2026-03-20) · source
  • “As we are offering our platform in China through a Chinese-owned operating partner to Chinese affiliates of certain multi-national customers, risks associated with economic, political, and…” — 10-K risk factor (filed 2026-03-20) · source
AI angle

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

Snowflake's consumption revenue rises as customers prepare and query data for AI; it offers AI and model services on its platform.

Full analysis: $NOW →Full analysis: $SNOW →

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