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Source document· January 28, 2026

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.com
ServiceNow 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% confidence

  • ServiceNow had substantial growth in licensed users, workflows, and transactions on platform

    80% confidence

  • ServiceNow is building the AI control tower for business reinvention so enterprises can operate securely in an agentic AI world

    80% confidence

  • Customers with greater than $5M ACV reached 603, approximately 20% year-over-year growth

    80% confidence

  • ServiceNow significantly beat Q4 expectations, accelerated net new business, and issued exceptional guidance for 2026

    80% confidence

  • With consistent Rule of 55+ profile, there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow

    80% confidence

  • Transactions greater than $1M net new ACV reached 244, representing nearly 40% year-over-year growth

    80% confidence

  • Armis acquisition expected to 3x+ security/risk market opportunity

    80% confidence

  • Now Assist net new ACV more than doubled year-over-year in Q4 2025

    80% confidence

  • Q4 was another strong quarter, concluding a remarkable year of AI innovation

    80% confidence

  • Recent strategic acquisitions create enormous new market opportunities and solidify ability to put AI to work securely across every corner of the enterprise

    80% confidence

Data points we hold from this source

ServiceNow · long term debt1491 million_USD
ServiceNow · intangible assets1121 million_USD
ServiceNow · shares repurchased3.6 millions
ServiceNow · subscription gross margin non gaap82.5 percent
ServiceNow · current rpo yoy growth25 percent
ServiceNow · goodwill3578 million_USD
ServiceNow · total current liabilities10443 million_USD
ServiceNow · current rpo12850 million_USD
ServiceNow · rd expense773 million_USD
ServiceNow · remaining repurchase authorization1400 million_USD
ServiceNow · total revenue3568 million_USD
ServiceNow · total rpo28200 million_USD
ServiceNow · operating cash flow margin62.5 percent
ServiceNow · operating margin gaap12.5 percent
ServiceNow · operating margin non gaap31 percent
ServiceNow · stockholders equity12964 million_USD
ServiceNow · operating cash flow2238 million_USD
ServiceNow · net income gaap401 million_USD
ServiceNow · accounts receivable2627 million_USD
ServiceNow · free cash flow4636 million_USD
ServiceNow · eps diluted non gaap0.92 USD
ServiceNow · eps diluted gaap0.38 USD
ServiceNow · net income non gaap959 million_USD
ServiceNow · strategic investments1542 million_USD
ServiceNow · stock based compensation rd207 million_USD
ServiceNow · acquisition spending1084 million_USD
ServiceNow · marketable securities long term3771 million_USD
ServiceNow · cash and equivalents3726 million_USD
ServiceNow · marketable securities current2558 million_USD
ServiceNow · stock repurchases597 million_USD
ServiceNow · capex238 million_USD

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What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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ServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results; Board of Directors Authorizes Additional $5B for Share Repurchase Program — Source | Via News | Via News