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ServiceNow, Inc.

ServiceNow, Inc.

NYSE•NOW
CEO: Mr. William R. McDermott
Sector: Technology
Industry: Software - Application
Listing Date: 2012-06-29
ServiceNow, Inc. provides end to-end intelligent workflow automation platform solutions for digital businesses in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company operates the Now platform for end-to-end digital transformation, artificial intelligence, machine learning, robotic process automation, process mining, performance analytics, and collaboration and development tools. It also provides asset management, cloud observability, integrated risk management; information technology (IT) service management applications; IT service management product suite for enterprise's employees, customers, and partners; strategic portfolio management product suite; IT operations management product that connects a customer's physical and cloud-based IT infrastructure; IT asset management; and security operations that connects with internal and third party. In addition, the company offers integrated risk management product to manage risk and resilience; environmental, social and governance management product; human resources, legal, and workplace service delivery products; customer service management product; and field service management applications. Further, the company provides app engine product; automation engine; platform privacy and security product; and source-to-pay operations. It serves to government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil and gas, education, and consumer products through service providers and resale partners. ServiceNow, Inc. has strategic collaboration with Amazon Web Services, Inc. to accelerate AI-driven business transformation. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
Contact Information
2225 Lawson Lane, Santa Clara, CA, 95054, United States
408-501-8550
www.servicenow.com
Market Cap
$105.37B
P/E (TTM)
59.9
29.3
Dividend Yield
--
52W High
$211.48
52W Low
$98.95
52W Range
2%
Rank28Top 16.1%
5.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$3.57B+20.66%
4-Quarter Trend

EPS

$0.39+5.41%
4-Quarter Trend

FCF

$2.00B+44.72%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Revenue Grew 21% Total revenues reached $13.28B in 2025, marking a 21% increase over 2024 revenues of $10.98B, driven by subscription growth.
Remaining Performance Obligations Strong RPO totaled $28.2B as of December 31, 2025, reflecting a 27% increase compared to the prior year, signaling strong backlog.
Free Cash Flow Increased Non-GAAP free cash flow was $4.64B in 2025, up from $3.46B in 2024, showing strong operational cash generation capabilities.
Large Customer Base Growth Customers with Annual Contract Value exceeding $5M reached 603 in 2025, up from 502 in 2024, indicating deep enterprise adoption.

Risk Factors

Evolving Data Laws Risk Laws regarding data use, storage, and movement may restrict platform optimization and increase compliance requirements globally.
Intense Competition Threatens Position Failure to innovate rapidly against evolving technology and AI entrants may harm competitive position and business prospects.
Cybersecurity Incident Exposure Actual or perceived cybersecurity events involving the platform or third-party providers could cause customer loss or significant liabilities.
Complex Sales Cycles Pressure Customer deals are becoming more complex, leading to longer, more expensive sales cycles and increased configuration challenges.

Outlook

Continued R&D Investment Significant investments planned in R&D to enhance core platform, advance AI, mobile, and automation technologies for future growth.
Strategic Acquisitions Expected Expect to continue evaluating strategic transactions, including pending acquisitions of Veza Technologies and Armis Security Ltd.
Subscription Revenue Growth Forecast Subscription revenues expected to increase in absolute dollars for 2026, remaining relatively flat as a percentage of total revenue.
Talent Acquisition Challenges Intense competition for technology talent requires continuous evaluation of compensation packages to attract and retain key personnel.

Peer Comparison

Revenue (TTM)

Uber Technologies, Inc.UBER
$52.02B
+18.3%
QUALCOMM IncorporatedQCOM
$44.87B
+10.3%
Salesforce, Inc.CRM
$40.32B
+8.4%

Gross Margin (Latest Quarter)

AppLovin CorporationAPP
87.6%
+2.0pp
Intuit Inc.INTU
78.8%
+3.9pp
Salesforce, Inc.CRM
78.0%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
LRCX$288.48B46.862.6%21.0%
AMAT$255.98B36.636.1%19.4%
CRM$182.17B25.311.9%11.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.9%
Moderate Growth
4Q Net Income CAGR
-4.5%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Apr 21, 2026
|
EPS:-
|
Revenue:-
Reports
Financials
All Years
  • Form 10-K - FY 2025

    Period End: Dec 31, 2025|Filed: Jan 29, 2026|
    Revenue: $13.28B+20.9%
    |
    EPS: $1.69+22.5%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $3.41B+21.8%
    |
    EPS: $0.48+14.3%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 24, 2025|
    Revenue: $3.22B+22.4%
    |
    EPS: $0.37-70.9%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: Apr 23, 2025|
    Revenue: $3.09B+18.6%
    |
    EPS: $0.44-74.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Jan 30, 2025|
    Revenue: $10.98B+22.4%
    |
    EPS: $1.38-18.8%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 24, 2024|
    Revenue: $2.80B+22.2%
    |
    EPS: $0.42+78.0%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 25, 2024|
    Revenue: $2.63B+22.2%
    |
    EPS: $1.27+24.0%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 6, 2024|
    Revenue: $2.60B+24.2%
    |
    EPS: $1.69+1041.9%
    Miss