VRSK Q1 2026: Subscription Revenue Growth

PARAGRAPH 1 --- What happened: ServiceNow (NOW) reported Q1 2026 results on April 22, with subscription revenues surging 22% YoY to $3,671 million. Verisk Analytics (VRSK), meanwhile, reported Q1 2026 earnings on April 29, showing 7% growth in subscription revenues to $450 million.

PARAGRAPH 2 --- Market impact: ServiceNow's robust growth validates the subscription-based SaaS model, boosting investor confidence in the sector. Verisk's modest growth, however, raises questions about its growth trajectory, potentially impacting other data analytics providers like IHS Markit (INFO) and S&P Global (SPGI).

PARAGRAPH 3 --- What to watch next: On May 26, Verisk Analytics will report Q2 2026 results, providing insight into whether its growth has stabilized. Additionally, investors should monitor ServiceNow's progress towards its 2026 financial targets, with the next update expected in August.