Inferra AIResearch Tools

Inferra AI / Company / NOW

ServiceNow

NOW · Information Technology

Last earnings Oct 28, 2026

Key results

Subscription revenuequarter

$3,299 million

Subscription revenues of $3,299 million in Q3 2025, representing 21.5% year-over-year growth, 20.5% in constant currency

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Total revenuequarter

$3,407 million

Total revenues of $3,407 million in Q3 2025, representing 22% year-over-year growth, 20.5% in constant currency Current remaining performance obligations of $11.35 billion as of Q3 2025, representing 21% year-over-year growth, 20.5% in constant currency Remaining performance obligations of $24.3 billion as of Q3 2025

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Revenuequarter

$3,299 million

- October 29, 2025 - ServiceNow (NYSE NOW), the AI platform for business transformation, today announced financial results for its third quarter ended September 30, 2025, with subscription revenues of $3,299 million in Q3 2025, representing 21.5% year-over-year growth and 20.5% in constant currency.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Gross marginquarter

$2,633 million

Gross profit 2,633 2,213 7,561 6,371

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Research and developmentquarter

$750 million

Research and development 750 626 2,187 1,875

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Net incomequarter

$502 million

Net income $ 502 $ 432 $ 1,347 $ 1,041

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Total revenue · Q3 2025
$3,407M
EX-99 · Oct 29, 2025
Net income · Q3 2025
$502M
EX-99 · Oct 29, 2025
Subscription revenue · Q3 2025
$3,299M
EX-99 · Oct 29, 2025
Revenue · Q3 2025
$3,299M
+11.6% vs prior quarter computed from stated figures
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Subscription revenue$3,299 million——
Total revenue$3,407 million$2,957 million—
Revenue$3,299 million$2,957 million—
Gross margin$2,633 million$2,326 million—
Research and development$750 million$668 million—
Net income$502 million$384 million—

EX-99 · Oct 29, 2025

Guidance · company-stated

revenues

“$3,420”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$2,633M

Capital allocation

In Q3, ServiceNow repurchased approximately 644,000 shares of its common stock for $584 million as part of its share repurchase program (1) , with the primary objective of managing the impact of dilution.

Approximately $2 billion remains available for share repurchases under the program.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

These results underscore the power of the ServiceNow A

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenues: “revenues $3,420”

revenues (“the fourth quarter”)
“revenues $3,420”

Guidance stated in the release's Business Outlook table for the fourth quarter; no direction stated — figures as stated in the table.

Capital allocation

In Q3, ServiceNow repurchased approximately 644,000 shares of its common stock for $584 million as part of its share repurchase program (1) , with the primary objective of managing the impact of dilution.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Approximately $2 billion remains available for share repurchases under the program.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The timing, manner, price, and amount of any repurchases will be determined by ServiceNow at its discretion and will depend on a variety of factors, including business, economic and market conditions, prevailing stock prices, corporate and regulatory requirements, and other considerations.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Dollar fluctuations in interest rates our ability to consummate and realize the benefits of any strategic transactions or acquisitions our ability to execute share repurchases, including the timing, manner, price, and amount of any repurchase and fluctuations and volatility in our stock price.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

government and agency securities 1,138 ( 10 ) 1,128 Mortgage-backed and asset-backed securities 110 ( 18 ) 92 Total available-for-sale debt securities $ 4,607 $ 1 $ ( 40 ) $ 4,568 December 31, 2025 Amortized Cost Gross Unrealized Gains Gross Unrealized Losses Estimated Fair Value Available-for-sale debt securities: Commercial paper $ 173 $ $ $ 173 Corporate notes and bonds 4,759 34 4,793 Certificates of deposit 11 11 U.

SEC original ↗ServiceNow — 10-Q Quarterly report10-QOct 28, 2026

government and agency securities 1,257 6 1,263 Mortgage-backed and asset-backed securities 103 ( 14 ) 89 Total available-for-sale debt securities $ 6,303 $ 40 $ ( 14 ) $ 6,329 As of September 30, 2026, the contractual maturities of our available-for-sale debt securities, excluding those securities classified within cash and cash equivalents on the condensed consolidated balance sheet and mortgage-backed and asset-backed securities that do not have a single maturity, did not exceed 37 months.

SEC original ↗ServiceNow — 10-Q Quarterly report10-QOct 28, 2026

Strategy & priorities

Every enterprise in every industry is focused on AI as the innovation opportunity of our generation.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

These results underscore the power of the ServiceNow AI Platform and our multiple growth vectors, from core workflow expansion to the accelerating adoption of our innovative new products.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Massive platform demand, combined with AI-driven efficiencies, not only fueled fantastic results but also reinforced our ability to scale with accelerating margin expansion.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Global and Industry Expansion ServiceNow announced a new regional innovation hub and AI Institute in West Palm Beach, Florida, to drive AI innovation, talent development, and economic growth.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

This initiative is projected to create more than 850 new jobs and deliver $1.8 billion in economic impact over the next five years.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

Forward-looking statements are subject to known and unknown risks and uncertainties and are based on potentially inaccurate assumptions that could cause actual results to differ materially from those expected or implied by the forward-looking statements.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

What changed vs prior quarter

Total revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Gross margin — prior quarter passage and this quarter's passage are both cited.

SEC original ↗ServiceNow — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Documents

Earnings deck slides

3 decks with slide view

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

Customer Cohort Growth — Oct 21, 2026 · slide 15 · Oct 28, 2026 · slide 15

Expansion of Customer Relationships — Oct 21, 2026 · slide 16 · Oct 28, 2026 · slide 16

Guidance Summary — Oct 21, 2026 · slide 10 · Oct 28, 2026 · slide 10

Headcount by Department — Oct 21, 2026 · slide 20 · Oct 28, 2026 · slide 20

Investor — Oct 21, 2026 · slide 1 · Oct 28, 2026 · slide 1

Reconciliation — Oct 21, 2026 · slide 24 · Oct 28, 2026 · slide 24

Renewal Rate — Oct 21, 2026 · slide 17 · Oct 28, 2026 · slide 17

ServiceNow AI Platform — Oct 21, 2026 · slide 4 · Oct 28, 2026 · slide 4

Supplemental Information — Oct 21, 2026 · slide 26 · Oct 28, 2026 · slide 26

We are the AI Control Tower for Business Reinvention — Oct 21, 2026 · slide 6 · Oct 28, 2026 · slide 6

Competitors

Competitors & peers

Named in the company’s own filings

Microsoft (MSFT)“As our business expands and the industries in which we operate continue to evolve, we compete with a broad range of solutions and alternative approaches, including: enterprise application software vendors, both cloud-based and on-premises, such as Microsoft, Oracle, SAP, Salesforce and Workday; new technologies and entrants, including point-solutions and platform solutions, particularly those rela”Oracle Corporation (ORCL)“As our business expands and the industries in which we operate continue to evolve, we compete with a broad range of solutions and alternative approaches, including: enterprise application software vendors, both cloud-based and on-premises, such as Microsoft, Oracle, SAP, Salesforce and Workday; new technologies and entrants, including point-solutions and platform solutions, particularly those rela”Salesforce (CRM)“As our business expands and the industries in which we operate continue to evolve, we compete with a broad range of solutions and alternative approaches, including: enterprise application software vendors, both cloud-based and on-premises, such as Microsoft, Oracle, SAP, Salesforce and Workday; new technologies and entrants, including point-solutions and platform solutions, particularly those rela”Workday, Inc. (WDAY)“As our business expands and the industries in which we operate continue to evolve, we compete with a broad range of solutions and alternative approaches, including: enterprise application software vendors, both cloud-based and on-premises, such as Microsoft, Oracle, SAP, Salesforce and Workday; new technologies and entrants, including point-solutions and platform solutions, particularly those rela”

Filings

79 documents

Earnings releases

74 documents

Presentations

3 documents

Transcripts

0 documents

No transcripts for ServiceNow are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention ServiceNow by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.