
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
Market Cap
$179.27B
P/E (TTM)
103.6
40.2
Dividend Yield
--
52W High
$1.20K
52W Low
$678.66
52W Range
5.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024
Financial Dashboard
Q3 2025 Data
Revenue
$3.41B+21.81%
4-Quarter Trend
EPS
$2.42+15.24%
4-Quarter Trend
FCF
$578.00M+23.24%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Subscription Revenue Growth Strong Total revenues reached $9.71B USD for nine months, growing 21% driven by subscription fees from new and existing customers.
Net Income Rises Significantly Nine-month net income totaled $1.35B USD, marking a substantial 29% increase compared to the prior year period results.
Operating Cash Flow Improves Cash provided by operating activities was $3.21B USD for nine months, reflecting 22% growth due to higher collections from revenue expansion.
Future Revenue Visibility High Total RPO reached $24.3B USD as of September 30, 2025, showing a 24% increase, indicating strong future contracted revenue visibility.
Risk Factors
Subscription Cost Growth Outpaces Revenue Cost of subscription revenues increased 32% year-to-date, growing faster than subscription revenue growth of 21%, pressuring gross margin slightly.
Customer Concentration Risk Noted One federal channel partner represented 30% of accounts receivable balance as of September 30, 2025, posing potential credit risk concentration.
Goodwill and Intangibles Rise Goodwill increased to $1.82B USD due to acquisitions like Logik.io, raising integration and potential future impairment risks for investors.
Tax Law Uncertainty Remains New U.S. tax legislation enacted in July 2025 requires monitoring for future impacts on effective tax rate and overall tax position.
Outlook
Major Moveworks Acquisition Pending Definitive agreement signed to acquire Moveworks for approximately $2.9B USD, expected to close late 2025 or early 2026 for AI expansion.
Stock Split Approved Board approved a 5-for-1 common stock split effective late 2025, subject to shareholder approval, impacting share counts and liquidity.
Share Repurchase Program Active $2.0B USD remains available under the authorized share repurchase program; $1.24B USD spent on buybacks during the nine months ended September 2025.
Cloud Commitments Remain High Committed to spend $4.8B USD through 2030 on cloud services, with $180M USD remaining for the rest of fiscal 2025.
Peer Comparison
Revenue (TTM)
UBER$49.61B
CRM$39.50B
AMAT$28.61B
Gross Margin (Latest Quarter)
APP87.6%
INTU78.2%
CRM78.1%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| CRM | $229.69B | 34.4 | 11.0% | 2.9% |
| APP | $209.51B | 74.1 | 262.9% | 55.4% |
| LRCX | $200.15B | 34.7 | 60.6% | 20.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+4.8%
Moderate Growth
4Q Net Income CAGR
+9.3%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Oct 30, 2025|Revenue: $3.41B+21.8%|EPS: $2.42+15.2%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Jul 24, 2025|Revenue: $3.22B+22.4%|EPS: $1.86+46.5%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: Apr 23, 2025|Revenue: $3.09B+18.6%|EPS: $2.22+31.4%MissForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Jan 30, 2025|Revenue: $10.98B+22.4%|EPS: $6.92-18.4%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Oct 24, 2024|Revenue: $2.80B+22.2%|EPS: $2.10+78.0%MissForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Jul 25, 2024|Revenue: $2.63B+22.2%|EPS: $1.27-75.2%MissForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 6, 2024|Revenue: $2.60B+24.2%|EPS: $1.69+128.4%MissForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Jan 25, 2024|Revenue: $8.97B+23.8%|EPS: $8.48+426.7%Beat