Every material Form 8-K ServiceNow filed with the SEC in 2026, 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 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%.
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.
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.
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
ServiceNow reported first-quarter 2026 revenue of $3.77 billion, up 22% from a year earlier, and net income of $469 million, or $0.45 per diluted share, versus $460 million, or $0.44, a year earlier. The company also raised its full-year 2026 subscription revenue outlook and, separately, took a $4 billion unsecured term loan due October 16, 2026 to help fund its Armis acquisition, which closed April 20, 2026.
Q1 2026 total revenues were $3,770 million, up 22% year over year (19% in constant currency); subscription revenues were $3,671 million.
Income from operations was $503 million, compared with $451 million in Q1 2025.
The company said Q1 results beat the high end of its guidance and raised its full-year 2026 subscription revenue outlook to $15,735 million to $15,775 million on a GAAP basis.
On April 17, 2026, ServiceNow entered a $4 billion unsecured term loan with JPMorgan Chase Bank, N.A. as administrative agent, maturing October 16, 2026.
ServiceNow entered into a $3 billion unsecured revolving credit facility maturing April 1, 2031, and established a commercial paper program capped at $3 billion. The company has not borrowed under the facility or issued any commercial paper notes as of the filing date, so the agreements add borrowing capacity without a current debt balance.
$3 billion unsecured revolving credit facility matures April 1, 2031, with JPMorgan Chase Bank, N.A. as administrative agent
Company may increase commitments by up to $2 billion, subject to lender participation
Commercial paper program caps notes outstanding at $3 billion, with maturities of up to 397 days
No borrowings under the facility and no commercial paper notes issued as of the filing date
ServiceNow's board appointed Danielle Fontaine, previously its Assistant Controller, as Chief Accounting Officer and Corporate Controller, effective February 17, 2026. Kevin McBride, the outgoing Chief Accounting Officer, was promoted to Executive Vice President, Accounting and Corporate Services. The change concerns a senior finance role, but the filing describes no change in company results or outlook.
Danielle Fontaine appointed Chief Accounting Officer and Corporate Controller, effective February 17, 2026
Fontaine receives a $420,000 annual base salary, a 40% target annual cash bonus, and a $1,250,000 RSU award vesting in equal quarterly installments over four years
Kevin McBride promoted to Executive Vice President, Accounting and Corporate Services
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.
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
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 →