ServiceNow Q4 revenue rises 20.5% to $3.57 billion; board adds $5 billion buyback
ServiceNow reported fourth-quarter 2025 total revenue of $3,568 million, up 20.5% from a year earlier, and GAAP net income of $401 million, or $0.38 per diluted share, compared with $384 million, or $0.37, in the same quarter of 2024. The company also gave first-quarter and full-year 2026 subscription revenue guidance and said its board authorized an additional $5.0 billion in share repurchases, which it said will help manage dilution.
Key points
- Q4 2025 total revenue $3,568 million (up 20.5%); subscription revenue $3,466 million (up 21%)
- Q4 2025 income from operations $443 million, up from $374 million a year earlier
- Full-year 2026 GAAP subscription revenue guidance of $15,530 million to $15,570 million
- Board authorized $5.0 billion in additional repurchases; about $1.4 billion remained under prior authorizations as of December 31, 2025, and a $2 billion accelerated share repurchase is planned
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 28, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.