Oct 28, 4:14 PM ET
ServiceNow reported third-quarter 2026 financial results, posting subscription revenues of $3,988 million and total revenues of $4,106 million. The company beat the high end of its guidance across Q3 topline and profitability metrics and raised its full-year subscription revenues and free cash flow margin outlook.
- Q3 2026 subscription revenues reached $3,988 million, up 21% year-over-year.
- Current remaining performance obligations were $13.65 billion as of Q3 2026, representing 20.5% year-over-year growth.
- The company raised its AI annual contract value target for 2026 to $1.7 billion.
- Full-year free cash flow margin target was raised by 100 basis points to 36%.
Read the filing on SEC.gov ↗
Jul 22, 4:11 PM ET
ServiceNow reported second-quarter 2026 total revenues of $3,987 million, up 24% from a year earlier, and said subscription revenues exceeded the high end of its guidance range by 150 basis points. The company raised its full-year 2026 subscription revenue guidance, but GAAP income from operations fell to $162 million from $358 million and GAAP net income fell to $298 million, or $0.29 per diluted share, from $385 million, or $0.37.
- Total revenues $3,987 million, up 24% year over year; subscription revenues $3,877 million, up 24.5%.
- GAAP net income $298 million, or $0.29 per diluted share, versus $385 million, or $0.37, in Q2 2025.
- FY 2026 GAAP subscription revenue guidance set at $15,760 million to $15,780 million, raised to reflect net new ACV strength.
- Q3 2026 GAAP subscription revenue guidance of $3,975 million to $3,980 million; FX expected to be an approximately $35 million year-over-year headwind to Q3 cRPO.
Read the filing on SEC.gov ↗
May 22, 4:41 PM ET
At its annual meeting on May 21, 2026, ServiceNow shareholders elected nine directors and approved an increase of 38,000,000 shares in the reserve under its Amended and Restated 2021 Equity Incentive Plan. Shareholders also rejected a proposal on the right to act by written consent and chose to hold advisory votes on executive compensation every year.
- Equity plan: shareholders approved 38,000,000 additional shares, with 736,442,496 votes for and 30,632,622 against.
- Written consent: a shareholder proposal was rejected, with 486,029,473 votes against and 280,696,983 for.
- Executive pay: 2025 named executive officer compensation was approved, with 654,688,799 votes for and 110,903,457 against.
- Auditor: PricewaterhouseCoopers LLP was ratified for the year ending December 31, 2026, with 862,140,873 votes for.
Read the filing on SEC.gov ↗
May 15, 4:05 PM ET
ServiceNow completed a $4 billion offering of senior notes in five tranches maturing between 2028 and 2056, issued under an existing shelf registration. The filing adds debt of that size to the company's obligations, and it does not state how the proceeds will be used.
- Five tranches: $750 million due 2028 at 4.250%, $600 million due 2031 at 4.700%, $650 million due 2033 at 5.050%, $1.25 billion due 2036 at 5.400%, and $750 million due 2056 at 6.300%
- Underwriting Agreement dated May 12, 2026 with Barclays Capital, Citigroup Global Markets, J.P. Morgan Securities and Wells Fargo Securities as representatives
- Indenture with U.S. Bank Trust Company, National Association, as trustee, dated May 15, 2026
- Skadden, Arps, Slate, Meagher & Flom LLP issued a legality opinion on the notes
Read the filing on SEC.gov ↗
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