| May 22, 2026 | other | Shareholders approved increasing the 2021 Equity Incentive Plan share reserve by 38,000,000 shares. |
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| May 15, 2026 | debt_offering | ServiceNow, Inc. completed an offering of $4,000,000,000 aggregate principal amount of notes. |
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| Apr 22, 2026 | debt_offering | ServiceNow secured a $4 billion term loan on April 17, 2026, to finance its acquisition of Armis Security Ltd. |
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| Apr 22, 2026 | Guidance: current_remaining_performance_obligations_growth_yoy | 19.00 to 19.00 |
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| Apr 22, 2026 | Guidance: current_remaining_performance_obligations_growth_yoy_constant_currency | 19.50 to 19.50 |
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| Apr 22, 2026 | Guidance: free_cash_flow_margin | 35.00 to 35.00 |
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| Apr 23, 2026 | mda_quarterly | ServiceNow delivered strong first-quarter 2026 results, with total revenues growing 22% to $3.77 billion, primarily from a 22% increase in subscription revenues driven by new and existing customer adoption. Remaining Performance Obligations (RPO) expanded 25% to $27.7 billion, with current RPO up 23%, and the customer base with Annual Contract Value over $5 million grew significantly to 630. While free cash flow increased 13% to $1.665 billion, subscription gross profit percentage declined to 78% from 81%, and professional services gross loss percentage worsened to 21%, mainly due to higher cloud service costs, investments in regulated markets, and increased amortization from acquisitions. Operating expenses rose in absolute terms but are expected to stabilize or slightly decrease as a percentage of revenue, indicating some operational leverage. Stock-based compensation remains a notable and growing expense. The company acquired Veza Technologies for $1.2 billion in Q1 to bolster identity security and, post-quarter, completed the $7.8 billion cash acquisition of Armis Security, funded by new debt facilities, to expand its AI-native cybersecurity offerings. A $4.2 billion share repurchase authorization remains. |
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| Jan 29, 2026 | business | ServiceNow delivers AI-powered digital workflow automation solutions for public and private enterprises, aiming to govern, secure, and manage AI while digitalizing operations. Its core offering, the ServiceNow AI Platform, integrates AI, data, and workflows to streamline processes across departments. Key products include Now Assist, providing AI tools for productivity, Workflow Data Fabric for data integration, and RaptorDB for high-performance data management. Solutions are grouped into Technology (e.g., ITSM, ITOM, Risk Management, Security Operations), CRM & Industry (e.g., Customer Service Management, Field Service Management, Sales & Order Management, and tailored industry solutions), Core Business (e.g., HR Service Delivery, Legal & Contract Operations, Workplace Service Delivery), and Creator (e.g., App Engine for low-code development, Platform Privacy & Security).
The company capitalizes on the accelerating adoption of AI by providing infrastructure that orchestrates AI-generated insights into actionable business outcomes, integrating with existing systems rather than replacing them. ServiceNow emphasizes its deep understanding of enterprise workflows, comprehensive integration capabilities, and operational expertise in SaaS as competitive advantages in a dynamic market. It serves approximately 8,700 global customers through subscription agreements, with some consumption-based AI/data components, and faces competition from established enterprise software vendors and emerging AI point solutions. Strategic investments in R&D and acquisitions focus on expanding AI capabilities and platform functionality. |
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