Every material Form 8-K ServiceNow filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ServiceNow amended the employment agreement of CEO William R. McDermott and its Executive Severance Policy, both effective January 1, 2026. The amendment says he will remain with the company through at least December 31, 2030, in a CEO, co-CEO, or chairman role, and updates the severance terms he could receive on a qualifying termination. The filing describes these as contract changes and gives no financial results, so shareholders get clearer succession terms and severance terms but no new earnings or guidance.
Amendment dated December 23, 2025 keeps Mr. McDermott in service through at least December 31, 2030.
Upon a qualifying termination within three months before or 12 months after a change in control, the CEO may receive a lump sum of 2 times base salary plus target bonus, 24 months of COBRA benefits, and full vesting of unvested RSUs and PRS
Without a change in control, the CEO may receive one year of base salary in a lump sum, the actual bonus, and 12 months of COBRA benefits.
ServiceNow reported third-quarter 2025 total revenues of $3,407 million, up 22% year over year, and net income of $502 million, compared with $432 million a year earlier. The company raised its 2025 subscription revenue guidance, and its board approved a five-for-one stock split that requires shareholder approval at a December 5, 2025 special meeting.
Q3 2025 total revenues $3,407 million, up 22% year over year; subscription revenues $3,299 million, up 21.5%
Q3 2025 GAAP net income $502 million, or $2.40 per diluted share, versus $2.07 per diluted share a year earlier
Full-year 2025 GAAP subscription revenue guidance $12,835 million to $12,845 million; Q4 2025 subscription revenue guidance $3,420 million to $3,430 million
Five-for-one stock split approved by the board, subject to shareholder vote at a Special Meeting on December 5, 2025
ServiceNow reported second-quarter 2025 total revenues of $3,215 million, up 22.5% year over year, and GAAP net income of $385 million, or $1.84 per diluted share, compared with $262 million, or $1.26 per diluted share, a year earlier. The company said Q2 results exceeded its guidance and gave third-quarter and full-year 2025 subscription revenue guidance, and it expects about 2 points of headwind to cRPO growth in Q3 from a large renewal cohort timing in Q4.
Total revenues were $3,215 million, up 22.5% year over year (21.5% in constant currency).
GAAP net income was $385 million, or $1.84 per diluted share, versus $262 million, or $1.26, in Q2 2024.
Q3 2025 subscription revenue guidance is $3,260 million to $3,265 million; full-year 2025 subscription revenue guidance is $12,775 million to $12,795 million.
During Q2, ServiceNow repurchased about 381,000 shares for $361 million; about $2.6 billion remains under the $4.5 billion authorization.
ServiceNow reported first-quarter 2025 total revenue of $3,088 million, up 18.5% year over year, and net income of $460 million, or $2.20 per diluted share, compared with $347 million, or $1.67 per diluted share, a year earlier. The company said results exceeded its guidance, and it issued second-quarter and full-year 2025 subscription revenue guidance; the filing does not state whether the full-year outlook was raised. The filing also disclosed that President, Global Customer and Field Operations Paul Smith is resigning, effective April 23, 2025, and will remain in an advisory role until no later than September 30, 2025.
Q1 2025 subscription revenue was $3,005 million, up 19% year over year; income from operations was $451 million, versus $332 million a year earlier.
Second-quarter 2025 subscription revenue guidance is $3,030 million to $3,035 million; full-year 2025 subscription revenue guidance is $12,640 million to $12,680 million.
Paul Smith resigned as President, Global Customer and Field Operations, effective April 23, 2025; Paul Fipps succeeds him.
The company repurchased about 316,000 shares for $298 million in the quarter, with about $3 billion remaining under its $4.5 billion authorization.
ServiceNow reported fourth-quarter 2024 total revenues of $2,957 million, up 21% year over year, and full-year 2025 subscription revenue guidance of $12,635 million to $12,675 million, growth of 18.5% to 19%. The board also authorized an additional $3.0 billion in share repurchases, which the company says is aimed at managing dilution.
Q4 2024 GAAP net income was $384 million, or $1.86 per basic share and $1.83 per diluted share.
FY 2025 GAAP subscription revenue guidance is 18.5% to 19% year-over-year growth, compared with 23% GAAP subscription revenue growth in 2024.
Board authorized $3.0 billion in additional repurchases; about $266 million remained under the original $1.5 billion program as of December 31, 2024.
Q1 2025 GAAP subscription revenue guidance is $2,995 million to $3,000 million.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ServiceNow filing is on SEC EDGAR ↗. 8-K briefs of other companies →