ServiceNow, Inc.'s Stock Analysis

ServiceNow CEO Employment Agreement and Severance Policy Updated

ServiceNow has amended the employment agreement of its CEO, William R. McDermott, effective January 1, 2026. This amendment ensures that McDermott will continue in his role until at least December 31, 2030, with his compensation tied to the company's performance against peers. The amendment also outlines his potential roles, which may include Executive Chairman, depending on the Board's discretion.

Additionally, the company has updated its Executive Severance Policy, effective January 1, 2026, detailing severance benefits for the CEO upon termination. In cases of a Qualifying Termination related to a Change in Control, the CEO will receive a lump sum equal to twice his base salary and other benefits, including immediate vesting of unvested equity awards. The policy also specifies benefits for terminations not related to a Change in Control and includes provisions for retirement and disability scenarios.

Dec 23, 2025 17:12:27

ServiceNow Files Registration for Stockholder Share Resale

ServiceNow, Inc. has filed a prospectus supplement with the SEC on December 15, 2025, which covers the resale of shares of the company's common stock by certain stockholders. These stockholders acquired the shares as part of ServiceNow's acquisition of Moveworks, Inc.

The filing includes a legal opinion regarding the validity of the shares from the law firm Skadden, Arps, Slate, Meagher & Flom LLP. This prospectus supplement is part of an effective registration statement under Form S-3ASR, indicating ongoing compliance with regulatory requirements.

Dec 15, 2025 16:20:40

ServiceNow Announces 5-for-1 Stock Split Approval Details

ServiceNow, Inc. shareholders approved an Amended and Restated Certificate of Incorporation on December 5, 2025, which includes a 5-for-1 stock split of the company's common stock. This stock split will increase the number of authorized shares proportionately and is set to take effect at 4:05 p.m. Eastern Time on December 17, 2025.

Shareholders of record as of December 16, 2025, will receive four additional shares for each share held, with these adjustments reflected in their accounts on approximately December 17, 2025. Trading on a split-adjusted basis is anticipated to begin on December 18, 2025.

Dec 05, 2025 16:11:27

ServiceNow Announces Q3 2025 Results and Stock Split Plans

ServiceNow reported subscription revenues of $3,299 million for Q3 2025, reflecting a year-over-year growth of 21.5%. Total revenues reached $3,407 million, marking a 22% increase compared to the same quarter last year. The company also reported current remaining performance obligations of $11.35 billion, which grew by 21% year-over-year. Additionally, ServiceNow's Board of Directors approved a 5-for-1 stock split, pending shareholder approval at a Special Meeting scheduled for December 5, 2025.

In terms of business expansion, ServiceNow launched several initiatives, including a new regional innovation hub in Florida and a partnership with the U.S. General Services Administration to enhance government workflows using AI. The company also made significant investments in AI-driven solutions and reported a share repurchase of approximately 644,000 shares for $584 million as part of its ongoing program. ServiceNow's performance has been recognized in multiple Gartner Magic Quadrant reports, emphasizing its leadership in various technology sectors.

Oct 29, 2025 16:11:33

ServiceNow Files Amendment for Common Stock Resale Registration

ServiceNow, Inc. has filed an amendment to its prospectus supplement with the SEC, which pertains to the resale of shares of its common stock by certain stockholders. These stockholders acquired the shares in relation to ServiceNow's acquisition of Logik.io Inc.

The amendment includes the issuance of an additional 609 shares of common stock, which is a result of a post-closing price adjustment specified in the merger agreement. A legal opinion regarding the validity of these shares has also been included in the filing.

Sep 26, 2025 16:12:21

ServiceNow Reports Strong Second Quarter Financial Performance

ServiceNow announced its financial results for the second quarter of 2025, reporting subscription revenues of $3,113 million, which reflects a year-over-year growth of 22.5%. Total revenues reached $3,215 million, also showing a 22.5% increase compared to the same period last year. The company reported a current remaining performance obligation of $10.92 billion, up 24.5% year-over-year, indicating strong future revenue potential. Additionally, the number of customers with annual contract values exceeding $5 million grew by approximately 19.5% year-over-year, showcasing an expanding customer base.

The company highlighted significant innovations and partnerships during the quarter, including the introduction of AI-driven solutions and collaborations with major tech firms like AWS and NVIDIA. ServiceNow also completed the acquisition of data.world, enhancing its data governance capabilities. Furthermore, the company repurchased approximately 381,000 shares for $361 million as part of its ongoing share repurchase program. ServiceNow continues to expand its market presence and was recognized as a leader in various industry assessments, reflecting its strong competitive position.

Jul 23, 2025 16:11:17

ServiceNow Exceeds Q1 2025 Revenue and Profitability Guidance

ServiceNow reported its financial results for the first quarter of 2025, achieving subscription revenues of $3,005 million, which reflects a 19% increase compared to the same period last year. Total revenues reached $3,088 million, marking an 18.5% year-over-year growth. The company also reported current remaining performance obligations of $10.31 billion, a 22% increase year-over-year, and total remaining performance obligations of $22.1 billion, which is a 25% increase from the previous year. ServiceNow successfully surpassed its guidance for both subscription revenues and current remaining performance obligations.

In addition to its financial performance, ServiceNow announced plans to acquire Moveworks and Logik.ai to enhance its AI capabilities and CRM solutions. The company also repurchased approximately 316,000 shares for $298 million as part of its stock repurchase program, with about $3 billion remaining for future buybacks. Furthermore, ServiceNow received recognition as a leader in various industry assessments and accolades, affirming its commitment to innovation and excellence in the AI sector.

Apr 23, 2025 16:11:30

ServiceNow Acquires Moveworks for $2.85 Billion to Enhance AI

ServiceNow has announced its acquisition of Moveworks for $2.85 billion, aiming to enhance its agentic AI capabilities and accelerate enterprise AI adoption. The integration of Moveworks’ AI assistant and enterprise search technology is expected to improve employee experiences and productivity across various business functions, including CRM. ServiceNow has reported significant growth in its AI solutions, with nearly 1,000 AI customers and over $200 million in annual contract value for its Pro Plus AI solution as of December 2024. Moveworks has a strong customer base, including Fortune 500 companies, and its AI assistant has gained notable adoption in the market.

However, the acquisition is subject to customary regulatory approvals and closing conditions, which may pose risks to the timely completion of the transaction. Concerns also exist regarding the potential disruption to Moveworks’ current operations and customer relationships during the integration process. Additionally, the complexity of merging the two companies’ technologies and retaining Moveworks’ employees post-acquisition could present challenges for ServiceNow as it seeks to harness the full potential of this acquisition.

Mar 10, 2025 09:02:23

ServiceNow Achieves $2.9B in Q4 Subscription Revenues

On the downside, ServiceNow reported a net income of $384 million for Q4, which is lower than the $769 million reported in the same quarter the previous year. The company's professional services segment experienced a loss, with a gross profit margin of -4%. Furthermore, the company noted a foreign exchange headwind impacting future subscription revenues and remaining performance obligations. Despite the overall growth, these factors indicate potential challenges that could affect future profitability.

Jan 29, 2025 16:13:29

ServiceNow Q3 2024 Results Show Strong Growth and Innovation

ServiceNow reported impressive financial results for the third quarter of 2024, surpassing expectations with subscription revenues of $2.715 billion, marking a 23% increase year-over-year. The company also raised its full-year guidance for subscription revenues, reflecting strong demand from both existing and new customers. Additionally, ServiceNow's remaining performance obligations grew significantly, indicating a healthy pipeline. The appointment of industry veteran Amit Zavery as president and COO is expected to enhance the company’s product and engineering capabilities further.

Innovative advancements were highlighted in the release, particularly with the launch of the Now Platform Xanadu, which introduces new AI capabilities designed to improve business operations. The company is also expanding its global footprint with new partnerships and investments, including a $1.5 billion commitment to its UK operations. ServiceNow's focus on corporate responsibility was evident as it aims to positively impact 1 billion people through technology access and its philanthropic efforts. Overall, the results underscore ServiceNow's strong market position and commitment to innovation.

Oct 23, 2024 16:11:14