ServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results; Board of Directors Authorizes Additional $5B for Share Repurchase Program
View original at finance.yahoo.comServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results; Board of Directors Authorizes Additional $5B for Share Repurchase Program ServiceNow exceeds guidance across all Q4 2025 topline growth and profitability metrics Subscription revenues of $3,466 million in Q4 2025, representing 21% year-over-year gr…
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ServiceNow strategy with disciplined focus on margin expansion remains unchanged, but ambition is higher and confidence in sustained high organic growth has never been greater
80% confidenceTransactions greater than $1M net new ACV reached 244, representing nearly 40% year-over-year growth
80% confidenceCustomers with greater than $5M ACV reached 603, approximately 20% year-over-year growth
80% confidenceArmis acquisition expected to 3x+ security/risk market opportunity
80% confidenceQ4 was another strong quarter, concluding a remarkable year of AI innovation
80% confidenceRecent strategic acquisitions create enormous new market opportunities and solidify ability to put AI to work securely across every corner of the enterprise
80% confidenceWith consistent Rule of 55+ profile, there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow
80% confidenceServiceNow had substantial growth in licensed users, workflows, and transactions on platform
80% confidenceServiceNow significantly beat Q4 expectations, accelerated net new business, and issued exceptional guidance for 2026
80% confidenceServiceNow is building the AI control tower for business reinvention so enterprises can operate securely in an agentic AI world
80% confidenceNow Assist net new ACV more than doubled year-over-year in Q4 2025
80% confidence
Data points we hold from this source
| ServiceNow · long term debt | 1491 million_USD |
| ServiceNow · intangible assets | 1121 million_USD |
| ServiceNow · shares repurchased | 3.6 millions |
| ServiceNow · subscription gross margin non gaap | 82.5 percent |
| ServiceNow · current rpo yoy growth | 25 percent |
| ServiceNow · goodwill | 3578 million_USD |
| ServiceNow · total current liabilities | 10443 million_USD |
| ServiceNow · current rpo | 12850 million_USD |
| ServiceNow · rd expense | 773 million_USD |
| ServiceNow · remaining repurchase authorization | 1400 million_USD |
| ServiceNow · total revenue | 3568 million_USD |
| ServiceNow · total rpo | 28200 million_USD |
| ServiceNow · operating cash flow margin | 62.5 percent |
| ServiceNow · operating margin gaap | 12.5 percent |
| ServiceNow · operating margin non gaap | 31 percent |
| ServiceNow · stockholders equity | 12964 million_USD |
| ServiceNow · operating cash flow | 2238 million_USD |
| ServiceNow · net income gaap | 401 million_USD |
| ServiceNow · accounts receivable | 2627 million_USD |
| ServiceNow · free cash flow | 4636 million_USD |
| ServiceNow · eps diluted non gaap | 0.92 USD |
| ServiceNow · eps diluted gaap | 0.38 USD |
| ServiceNow · net income non gaap | 959 million_USD |
| ServiceNow · strategic investments | 1542 million_USD |
| ServiceNow · stock based compensation rd | 207 million_USD |
| ServiceNow · acquisition spending | 1084 million_USD |
| ServiceNow · marketable securities long term | 3771 million_USD |
| ServiceNow · cash and equivalents | 3726 million_USD |
| ServiceNow · marketable securities current | 2558 million_USD |
| ServiceNow · stock repurchases | 597 million_USD |
| ServiceNow · capex | 238 million_USD |