UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36325 NOW INC. (Exact name of registrant as specified in its charter) Delaware 46-4191184 (State or other jurisdiction of (I.R.S. Employer incorporation or organiz ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2022 was $473 million, a sequential increase of $41 million or 9.5% [45] - Year-over-year revenue growth was $112 million or 31% [45] - Gross margin for Q1 2022 was 22.6%, above the record 21.9% from 2021 [48] - GAAP net income for Q1 2022 was $30 million or $0.27 per share, while non-GAAP net income was $15 million or $0.14 per share [52] Business Line Data and Key Metrics Changes - U.S. revenue was $334 million, up 10% sequentially and 33% year-over-year [46] - Canada revenue grew to $82 million, a 14% sequential increase and 41% year-over-year [47] - International segment revenue was flat at $57 million sequentially but up 12% year-over-year [47] Market Data and Key Metrics Changes - The U.S. energy centers contributed approximately 79% of total U.S. revenues in Q1 2022 [46] - The company experienced growth in the Permian, Eagle Ford, Powder River, and Williston Basin markets [22] Company Strategy and Development Direction - The company is focused on transforming its business to serve as a critical link between global manufacturers and customers [11] - A regionalized project fulfillment strategy is being implemented, with plans to establish five supercenters by the end of the year [78] - The company aims to maintain a strong balance sheet with zero debt and significant liquidity to support growth and acquisitions [59] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum in the business and the ability to generate positive cash flow despite growth [16][68] - The company raised its full-year revenue guidance to a 20% increase, with EBITDA to revenue incrementals approximating 20% [63] - Management noted the impact of geopolitical events, such as the Russian invasion of Ukraine, on energy security and demand for products [36] Other Important Information - The company has ceased operations in Russia, where revenues represented less than 1% of total [36] - The company is actively pursuing acquisitions, with a focus on smaller deals in the current market [74][75] - Workplace safety has improved, achieving a record low total recordable incident rate [65] Q&A Session Summary Question: Cash flow improvements despite growth outlook - Management highlighted improvements in working capital velocity and a leaner organization as key factors enabling positive cash flow [68][70] Question: Capital allocation strategy in the current market - Management confirmed plans to pursue acquisitions this year, despite higher seller expectations [74][75] Question: Impact of rig count and DUC count on future spending - Management indicated that the depletion of DUCs could lead to increased spending by customers in the future [76] Question: Regionalized fulfillment strategy progress - Management stated that the rollout of supercenters is more than halfway complete, focusing on customer proximity and efficiency [78] Question: WS&A expense growth in relation to revenue - Management expects WS&A expenses to grow at a lower rate than revenue, indicating a focus on efficiency [82][84] Question: Commodity pricing and potential upside - Management acknowledged the potential for price appreciation but noted that it depends on supply and demand dynamics [86]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36325 NOW INC. (Exact name of registrant as specified in its charter) Delaware 46-4191184 (State or other jurisdiction of (I.R.S. Employer incorporation or organi ...

NOW Inc. (NYSE:DNOW) Q4 2021 Earnings Conference Call February 17, 2022 9:00 AM ET Company Participants Brad Wise - Vice President of Digital Strategy and Investor Relations David Cherechinsky - President and Chief Executive Officer Mark Johnson - Senior Vice President and Chief Financial Officer Conference Call Participants Adam Farley - Stifel Tommy Moll - Stephens Jon Hunter - Cowen & Company Operator Welcome to the NOW Incorporated Fourth Quarter and Full Year 2021 Earnings Conference Call. My name is ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE YEAR ENDED DECEMBER 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-36325 NOW INC. (Exact name of registrant as specified in its charter) Delaware 46-4191184 (State of Incorporation) (IRS Identification No.) 7402 North Eldridge Parkway, Houst ...

NOW Inc. (NYSE:DNOW) Q3 2021 Earnings Conference Call November 3, 2021 9:00 AM ET Company Participants Brad Wise - Investor Relations David Cherechinsky - President and Chief Executive Officer Mark Johnson - Senior Vice President and Chief Financial Officer Conference Call Participants Doug Becker - Northland Capital Jon Hunter - Cowen Nathan Jones - Stifel Operator Good morning and welcome to the Third Quarter 2021 DistributionNOW Earnings Conference. My name is Brandon and I will be your operator for toda ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 DNOW New York Stock Exchange FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36325 NOW INC. (Exa ...

NOW Inc. (NYSE:DNOW) Q2 2021 Earnings Conference Call August 4, 2021 9:00 AM ET Company Participants Brad Wise - VP, Marketing & IR David Cherechinsky - President & CEO Mark Johnson - SVP & CFO Conference Call Participants Jon Hunter - Cowen Doug Becker - Northland Capital Adam Farley - Stifel Operator Welcome to the Second Quarter 2021 Earnings Call. My name is John, and I will be your operator for today's call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36325 NOW INC. (Exact name of registrant as specified in its charter) Delaware 46-4191184 (State or other jurisdiction of (I.R.S. Employer incorporation or organiz ...

NOW Inc. (NYSE:DNOW) Q1 2021 Earnings Conference Call May 5, 2021 9:00 AM ET Company Participants Brad Wise - Vice President, Marketing & Investor Relations David Cherechinsky - President & Chief Executive Officer Mark Johnson - Senior Vice President & Chief Financial Officer Conference Call Participants Jon Hunter - Cowen Doug Becker - Northland Capital Operator Good morning, and welcome to the First Quarter Earnings Conference Call. My name is Brandon, and I will be your operator for today. At this time, ...