earnings
confidence high
sentiment positive
materiality 0.85
ServiceNow Q3 subscription rev $3.3B (+21.5% YoY), raises FY2025 guidance, authorizes 5:1 stock split
ServiceNow, Inc.
2025-Q3 EPS reported
$6.43
revenue$9,710,000,000
- Q3 subscription rev $3,299M (+21.5% YoY, +20.5% constant currency); total rev $3,407M (+22% YoY).
- cRPO $11.35B (+21% YoY); RPO $24.3B (+24% YoY); 103 deals >$1M net new ACV.
- Raised FY2025 subscription revenue, operating margin, and FCF guidance; expects 250bps FCF margin expansion YoY.
- Board approved 5-for-1 stock split, subject to shareholder approval at special meeting Dec 5, 2025.
- Q3 repurchased ~644k shares for $584M; $2B remains under buyback program.