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Side-by-side financial comparison of ServiceNow (NOW) and Optimum Communications, Inc. (OPTU). Click either name above to swap in a different company.
ServiceNow is the larger business by last-quarter revenue ($3.8B vs $2.2B, roughly 1.7× Optimum Communications, Inc.). ServiceNow runs the higher net margin — 12.4% vs -3.3%, a 15.7% gap on every dollar of revenue. On growth, ServiceNow posted the faster year-over-year revenue change (2.8% vs -2.3%). ServiceNow produced more free cash flow last quarter ($1.7B vs $199.4M). Over the past eight quarters, ServiceNow's revenue compounded faster (19.8% CAGR vs -1.5%).
ServiceNow, Inc. is an American software company that supplies a cloud computing platform for the creation and management of automated business workflows. The company was founded in Santa Clara, California, United States, in 2003 by Fred Luddy. It is listed on the New York Stock Exchange and is a constituent of the S&P 100 and S&P 500 indices.
Optimum Communications, Inc. is an American telecommunications provider owned by Franco-Israeli businessman Patrick Drahi. The company primarily provides digital cable television and broadband services in the New York metropolitan area as well as in several Midwestern and Southern U.S. states. With approximately 4.9 million residential and business customers in 21 U.S. states as of 2017 it is the fourth-largest telecommunications company in the United States. Optimum is based at One Court Squ...
NOW vs OPTU — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.2B |
| Net Profit | $469.0M | $-71.2M |
| Gross Margin | 75.1% | 69.5% |
| Operating Margin | 13.3% | 18.2% |
| Net Margin | 12.4% | -3.3% |
| Revenue YoY | 2.8% | -2.3% |
| Net Profit YoY | -53.7% | -31.6% |
| EPS (diluted) | $1.04 | $-0.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.6B | $2.2B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.1B | $2.2B | ||
| Q4 24 | $3.0B | $2.2B | ||
| Q3 24 | $2.8B | $2.2B | ||
| Q2 24 | $2.6B | $2.2B |
| Q1 26 | $469.0M | — | ||
| Q4 25 | $401.0M | $-71.2M | ||
| Q3 25 | $502.0M | $-1.6B | ||
| Q2 25 | $385.0M | $-96.3M | ||
| Q1 25 | $460.0M | $-75.7M | ||
| Q4 24 | $384.0M | $-54.1M | ||
| Q3 24 | $432.0M | $-43.0M | ||
| Q2 24 | $262.0M | $15.4M |
| Q1 26 | 75.1% | — | ||
| Q4 25 | 76.6% | 69.5% | ||
| Q3 25 | 77.3% | 69.7% | ||
| Q2 25 | 77.5% | 69.1% | ||
| Q1 25 | 78.9% | 68.8% | ||
| Q4 24 | 78.7% | 67.7% | ||
| Q3 24 | 79.1% | 68.1% | ||
| Q2 24 | 79.0% | 67.9% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 12.4% | 18.2% | ||
| Q3 25 | 16.8% | -55.3% | ||
| Q2 25 | 11.1% | 14.5% | ||
| Q1 25 | 14.6% | 16.0% | ||
| Q4 24 | 12.6% | 15.2% | ||
| Q3 24 | 14.9% | 20.0% | ||
| Q2 24 | 9.1% | 22.4% |
| Q1 26 | 12.4% | — | ||
| Q4 25 | 11.2% | -3.3% | ||
| Q3 25 | 14.7% | -77.1% | ||
| Q2 25 | 12.0% | -4.5% | ||
| Q1 25 | 14.9% | -3.5% | ||
| Q4 24 | 13.0% | -2.4% | ||
| Q3 24 | 15.4% | -1.9% | ||
| Q2 24 | 10.0% | 0.7% |
| Q1 26 | $1.04 | — | ||
| Q4 25 | $-4.77 | $-0.16 | ||
| Q3 25 | $2.40 | $-3.47 | ||
| Q2 25 | $1.84 | $-0.21 | ||
| Q1 25 | $2.20 | $-0.16 | ||
| Q4 24 | $1.84 | $-0.11 | ||
| Q3 24 | $2.07 | $-0.09 | ||
| Q2 24 | $1.26 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.7B | $1.0B |
| Total DebtLower is stronger | — | $26.2B |
| Stockholders' EquityBook value | $11.7B | $-2.3B |
| Total Assets | $24.4B | $30.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.7B | $1.0B | ||
| Q3 25 | $2.7B | $938.8M | ||
| Q2 25 | $3.1B | $247.3M | ||
| Q1 25 | $3.4B | $279.1M | ||
| Q4 24 | $2.3B | $256.5M | ||
| Q3 24 | $1.9B | $250.0M | ||
| Q2 24 | $2.2B | $362.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $26.2B | ||
| Q3 25 | — | $26.2B | ||
| Q2 25 | — | $25.3B | ||
| Q1 25 | — | $25.3B | ||
| Q4 24 | — | $25.1B | ||
| Q3 24 | — | $25.1B | ||
| Q2 24 | — | $25.2B |
| Q1 26 | $11.7B | — | ||
| Q4 25 | $13.0B | $-2.3B | ||
| Q3 25 | $11.3B | $-2.2B | ||
| Q2 25 | $10.9B | $-624.1M | ||
| Q1 25 | $10.1B | $-543.0M | ||
| Q4 24 | $9.6B | $-469.2M | ||
| Q3 24 | $9.3B | $-427.1M | ||
| Q2 24 | $8.7B | $-399.1M |
| Q1 26 | $24.4B | — | ||
| Q4 25 | $26.0B | $30.7B | ||
| Q3 25 | $21.8B | $30.7B | ||
| Q2 25 | $22.1B | $31.6B | ||
| Q1 25 | $21.0B | $31.7B | ||
| Q4 24 | $20.4B | $31.7B | ||
| Q3 24 | $18.4B | $31.8B | ||
| Q2 24 | $18.2B | $32.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $481.6M |
| Free Cash FlowOCF − Capex | $1.7B | $199.4M |
| FCF MarginFCF / Revenue | 44.2% | 9.1% |
| Capex IntensityCapex / Revenue | — | 12.9% |
| Cash ConversionOCF / Net Profit | 3.56× | — |
| TTM Free Cash FlowTrailing 4 quarters | $4.8B | $-118.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $481.6M | ||
| Q3 25 | $813.0M | $147.4M | ||
| Q2 25 | $716.0M | $412.0M | ||
| Q1 25 | $1.7B | $187.5M | ||
| Q4 24 | $1.6B | $439.9M | ||
| Q3 24 | $671.0M | $436.0M | ||
| Q2 24 | $620.0M | $306.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $199.4M | ||
| Q3 25 | $578.0M | $-178.1M | ||
| Q2 25 | $526.0M | $28.4M | ||
| Q1 25 | $1.5B | $-168.6M | ||
| Q4 24 | $1.4B | $49.9M | ||
| Q3 24 | $469.0M | $76.9M | ||
| Q2 24 | $358.0M | $-40.9M |
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 9.1% | ||
| Q3 25 | 17.0% | -8.4% | ||
| Q2 25 | 16.4% | 1.3% | ||
| Q1 25 | 47.7% | -7.8% | ||
| Q4 24 | 46.7% | 2.2% | ||
| Q3 24 | 16.8% | 3.5% | ||
| Q2 24 | 13.6% | -1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 12.9% | ||
| Q3 25 | 6.9% | 15.4% | ||
| Q2 25 | 5.9% | 17.9% | ||
| Q1 25 | 6.6% | 16.5% | ||
| Q4 24 | 8.6% | 17.5% | ||
| Q3 24 | 7.2% | 16.1% | ||
| Q2 24 | 10.0% | 15.5% |
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | — | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 2.37× | 19.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
OPTU
| Total Residential Revenue | $1.6B | 74% |
| Business Servicesand Wholesale | $401.8M | 18% |
| Telephony | $60.8M | 3% |
| Other | $57.9M | 3% |
| Franchise | $50.0M | 2% |
