earnings
confidence high
sentiment positive
materiality 0.85
ServiceNow Q4 subscription rev $3.47B (+21% YoY), beats guidance; Board adds $5B buyback
ServiceNow, Inc.
2025-FY EPS reported
$1.67
revenue$13,278,000,000
- Q4 subscription revenues $3,466M (+21% YoY); total revenues $3,568M (+20.5%); cRPO $12.85B (+25%).
- Now Assist net new ACV more than doubled YoY; 244 transactions over $1M net new ACV.
- Board authorized additional $5B share repurchase; plans $2B accelerated share repurchase imminently.
- Closed Moveworks acquisition; announced intent to acquire Armis and Veza to expand security and identity.
- 5-for-1 stock split effective Dec 17, 2025; repurchased ~3.6M shares for $597M in Q4.