The Middle East resolution is great news for $NOW. War drove delays in on-premise deal closures. This slowed subscription revenue growth guidance down by nearly a point & prevented them from raising their annual forecast. With the war now wrapping up… That should mean this headwind is gone. And it should mean the company has an easy source of potential upside vs. its current 2026 targets.

"I think the market's got it wrong." - Jensen Huang $NOW

JUST IN: 🇮🇷🇺🇸 Iranian state media claims US agreed to present $300,000,000,000 reconstruction plans for Iran.

Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon. The official signing ceremony will be on Friday, 19 June in Switzerland. We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict. We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement. I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard. With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony. @realDonaldTrump @JDVance @SecRubio @SteveWitkoff @SEPeaceMissions @drpezeshkian @mb_ghalibaf @araghchi

BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.

JUST IN: 🇺🇸🇮🇷 US President Trump says peace deal with Iran is "now complete."

JUST IN: 🇮🇷🇺🇸 Pakistan's Prime Minister announces US and Iran have reached a peace deal. Signing ceremony is set for June 19th in Switzerland.

$NOW #NOW You always hear "stairs up, elevator down", but have you heard of "stairs down, elevator up"? This move down so was controlled it is crazy to see.

JUST IN: 🇺🇸🇮🇷 President Trump says the Strait of Hormuz will be "opening up for business very shortly."

JUST IN: 🇮🇱🇺🇸 Israel is accused of trying to sabotage President Trump's Iran deal and drag the United States back into war, Fox News reports.

$NOW a $300 stock trading at $100? $NOW met support on a former support level at $98. $NOW is displaying a SHS pattern here. This strengthens the support and bullish thesis. $NOW pt $239. This is not investment advice.

JUST IN: 🇮🇷🇺🇸 Iran says US agreed under draft memorandum to temporarily lift oil sanctions on Iran.

$NOW --- In the recently released Q1 2026 earnings and May-June customer conference, $NOW revealed its flagship generative AI tool "Now Assist" has entered material monetization phase. Customers with AI-driven ACV exceeding $1 million surged over 130% YoY – directly dismantling the market narrative that "SaaS companies can't actually monetize AI." On June 11, $NOW announced expanded partnership with IBM to solve core data pain points for enterprise AI scaling. Previously, Google Cloud named ServiceNow its "2026 Global Commercial Application & Agent Innovation Partner of the Year," with co-launched proactive AI operations solutions for 5G networks and retail verticals. 1.Breaking the Seat-Based Monetization Curse – Transition to Value-Based Pricing Traditional SaaS (Salesforce and most enterprise software) monetizes via per-seat licensing – AI productivity gains could actually reduce enterprise headcount and hurt software vendors. ServiceNow has cracked the code with value-based pricing tied to AI automation outcomes. Enterprises happily pay premium platform fees for "AI Agents that eliminate or replace 5 IT operations headcount." 2.Enterprise Workflow "Control Tower" – Ultimate Stickiness and Re-engineering Efficiency Every large enterprise runs a fragmented stack of ERP, HR, and security systems. ServiceNow essentially functions as the "meta-operating system" layer sitting above all of them. In 2026, with Autonomous Workforce launch, AI directly takes over the enterprise Service Desk – automating network configuration, access provisioning, expense approvals, and tedious workflows. Enterprise stickiness is unbreakable, with $5M ACV customers growing 22% YoY. 3.Aggressive Restructuring – Sharpening Focus on Applied AI Latest catalyst: Early June 2026 internal and social media leaks revealed ServiceNow is conducting a massive restructuring employees call "The Big One," eliminating hundreds of non-core and legacy sales positions. This signals management is aggressively right-sizing costs and reallocating every dollar and headcount toward its Applied AI core teams.

JUST IN: 🇬🇧 UK Prime Minister Kier Starmer welcomes US-Iran deal.

"The Deal is scheduled to get signed tomorrow, and immediately after it is signed, the Hormuz Strait is OPEN TO ALL." - President Donald J. Trump 🇺🇸

𝗗𝗼𝗻𝗮𝗹𝗱 𝗝. 𝗧𝗿𝘂𝗺𝗽 𝗧𝗿𝘂𝘁𝗵 𝗦𝗼𝗰𝗶𝗮𝗹 𝗣𝗼𝘀𝘁 - 𝟬𝟵:𝟰𝟴 𝗔𝗠 𝗘𝗦𝗧 𝟬𝟲.𝟭𝟯.𝟮𝟲 🚨President Trump drops a post from Pakistan Prime Minister confirming "We are closer to a peace deal than ever before" and "finalization likely expected in the next 24 hours"

We are closer to a peace deal than ever before. With finalisation likely expected in the next 24 hours, Pakistan is preparing for the electronic signing of the peace deal immediately after, followed by technical level talks next week. We would like to thank United States of America and Islamic Republic of Iran for their ongoing commitment during the negotiations, and we extend our sincere appreciation to our brothers in the region for their support. We are confident that this historic peace deal will form a strong foundation for lasting peace. @realDonaldTrump @JDVance @SecRubio @SteveWitkoff @SEPeaceMissions @drpezeshkian @araghchi

Amid ongoing intense mediation efforts by Pakistan, we are fully aware of incessant misinformation campaign being waged by those who want to sabotage the peace deal. Setting aside the noise, we can confirm that a final, agreed upon text of the peace deal has been reached and Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now. @realDonaldTrump @JDVance @SecRubio @SteveWitkoff @SEPeaceMissions @drpezeshkian @araghchi