ServiceNow, Inc.'s Stock Analysis

ServiceNow Executives Terminate Trading Plans and CEO Plans Stock Purchase

ServiceNow executives, including CEO William R. McDermott and CFO Gina Mastantuono, have terminated their trading plans that were set up to comply with securities regulations. This action cancels all future planned sales of ServiceNow common stock by these individuals.

Additionally, CEO McDermott has entered into a share purchase agreement to buy $3 million worth of ServiceNow common stock on February 27, 2026. This purchase will occur at market prices and will be reported in a Form 4 filing with the Securities and Exchange Commission as required.

Feb 17, 2026 09:02:26

ServiceNow Appoints New Chief Accounting Officer and Executive VP

ServiceNow has appointed Danielle Fontaine as the Chief Accounting Officer and Corporate Controller, effective February 17, 2026. Fontaine, who has been with the company as Assistant Controller since September 2021, previously held roles at Alphabet, Inc. and Gap, Inc. She will receive an annual base salary of $420,000, a target cash bonus opportunity of 40% of her base salary, and a restricted stock unit award valued at $1,250,000, which will vest over four years.

Kevin McBride, the former Chief Accounting Officer, has been promoted to Executive Vice President, Accounting and Corporate Services, taking on new responsibilities. Fontaine's appointment does not involve any arrangements or understandings with other parties, and there are no disclosed family relationships or transactions that require further disclosure. She has also executed the standard indemnification agreement for officers.

Feb 11, 2026 09:07:36

ServiceNow Announces Q4 2025 Financial Results and Share Buyback

ServiceNow reported subscription revenues of $3,466 million for the fourth quarter of 2025, marking a 21% increase year-over-year. Total revenues reached $3,568 million, reflecting a 20.5% growth compared to the same quarter last year. The company also noted a significant increase in current remaining performance obligations, which stood at $12.85 billion, a 25% year-over-year growth. Additionally, ServiceNow's Board of Directors has authorized a $5 billion increase in its share repurchase program, building on the $1.4 billion remaining from previous authorizations as of December 31, 2025.

In terms of business expansion, ServiceNow has announced plans to acquire Armis and Veza to enhance its cybersecurity and identity security offerings. The company also completed its acquisition of Moveworks in December 2025. Furthermore, ServiceNow reported that it repurchased approximately 3.6 million shares for $597 million during Q4 2025, with plans for a $2 billion accelerated share repurchase. The company is actively pursuing partnerships to integrate AI capabilities across its services, aiming to strengthen its market position.

Jan 28, 2026 16:11:25

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