ServiceNow beat on every headline metric and raised guidance, the clearest evidence yet against the “AI guts ServiceNow’s business” thesis that has driven the stock down roughly 51% from its highs. The more interesting move sits underneath the headline: the company just spent $7.75 billion, its largest acquisition ever, on a debt-financed bet that secur…
Updated: $NOW: Growth Accelerates, Bear Case Takes a Hit, the Real Story Is a $7.75B Bet on Security.
Special report, July 22, 2026. Sourced directly from ServiceNow’s Q2 2026 earnings release (filed today). Brought to you by SignalDeck.live.
