ServiceNow (NOW) Company Report

ServiceNow launched Autonomous Workforce, deploying AI specialists that execute enterprise work with defined scope, authority, and governance.
Introduced ServiceNow EmployeeWorks, which integrates Moveworks’ conversational AI and enterprise search with ServiceNow workflows to automate end-to-end tasks for nearly 200 million employees.
Autonomous Workforce is handling 90%+ of employee IT requests, and its Level 1 Service Desk AI Specialist resolves cases 99% faster than human agents.
ServiceNow EmployeeWorks is generally available today, and the Level 1 Service Desk AI Specialist is in controlled availability with GA expected in Q2 2026.

15 hours ago

Press Release

ServiceNow executives halt sales, CEO to buy $3M shares

NOW

ServiceNow’s top executives, including CEO William R. McDermott and CFO Gina Mastantuono, have terminated their Rule 10b5-1 trading plans, canceling planned insider sales.
CEO McDermott will purchase $3 million of company shares on Feb. 27, 2026, the earliest date he can buy without short-swing profit liability.
Management framed the coordinated move as a vote of confidence to bolster investor sentiment after the stock underperformed despite strong revenue growth and expanding margins.
ServiceNow’s balance sheet shows a $114.62 billion market capitalization, debt-to-equity ratio of 0.19, current ratio of 1.0, and an Altman Z-Score of 6.22.
Analysts remain generally positive, with TipRanks’ AI Analyst “Spark” rating ServiceNow as Outperform with a roughly $114 price target; observers view the insider actions as a governance alignment signal.

Feb 17, 2026, 2:14 PM

Morningstar

Boomi accelerates commercial momentum with AI activation platform

NOW

M&A

Revenue Acceleration/Inflection

Boomi serves over 30,000 clients worldwide, including more than a quarter of the Fortune 500, achieving a 50% increase in its customer base in just over three years.
Its AI activation platform now runs over 75,000 agents in production, executing enterprise‐level transactions with high reliability.
Boomi is the only vendor recognized as a leader in both the Gartner Magic Quadrant for iPaaS (11th consecutive year) and for API Management, and was included in the IDC MarketScape and ISG Buyers Guide leadership categories.
Strategic acquisitions of Rivery and Thru have enhanced real‐time data integration and enterprise managed file transfer, driving a 270% increase in customer usage post‐acquisition.
The company expanded its global workforce by 40% over three years, including more than 250 employees in Vancouver, positioning it for the 2026 shift from AI experimentation to activation.

Feb 4, 2026, 3:33 PM

Press Release

Boomi platform gains widespread AI adoption, fueling growth

NOW

Product Launch

Boomi’s AI-enabled integration platform has seen customer adoption grow by 50% over three years, serving over 30,000 global clients, including more than 500 Fortune 500 enterprises and powering 75,000+ intelligent agents in production.
The platform was positioned as a “Leader” in both the Gartner® iPaaS and API Management Magic Quadrants for 11 consecutive reports, and was named a “Major Contender” in the IDC MarketScape: 2025 Worldwide Integration Platform report.
Boomi became the first provider certified under ISO/IEC 42001 for AI governance, registered in the CSA STAR, earned a 96-point SecurityScorecard, and maintained an average rating above 95 among leading iPaaS suppliers over the past 18 months.
Strategic acquisitions of Rivery (now Boomi Data Integration) and Thru, Inc. have expanded real-time data ingestion and Managed File Transfer (MFT) capabilities, driving over 270% growth in customer adoption of these services.

Feb 4, 2026, 3:16 PM

Press Release

ServiceNow reports Q4 2025 results and 2026 guidance

NOW

Earnings

Guidance Update

Share Buyback

Q4 subscription revenue of $3.466 billion, up 19.5% YoY in constant currency, exceeded guidance by 150 bps; RPO ended at $28.2 billion (+22.5% CC).
Non-GAAP operating margin of 31% and free cash flow margin of 57% in Q4; full-year 2025 FCF margin was 35%, 100 bps above guidance.
Board authorized an incremental $5 billion share buyback and launched a $2 billion accelerated share repurchase program.
2026 outlook: subscription revenues of $15.53 – 15.57 billion (+19.5 – 20% CC), operating margin 32%, and free cash flow margin 36%.

Jan 28, 2026, 10:00 PM

Transcript

ServiceNow reports Q4 2025 results

NOW

Earnings

Guidance Update

Share Buyback

Q4 subscription revenues of $3.466 billion, up 19.5% year-over-year in constant currency; RPO reached $28.2 billion, a 22.5% increase.
Non-GAAP operating margin was 31%, 100 bps above guidance; free cash flow margin was 57%, up 950 bps year-over-year, driving $4.6 billion in full-year free cash flow.
Board authorized an additional $5 billion in share repurchases and initiated a $2 billion accelerated share repurchase, with $1.4 billion remaining authorization.
2026 guidance: subscription revenues of $15.53 billion–$15.57 billion (+19.5%–20% CC), operating margin of 32%, and free cash flow margin of 36%.

Jan 28, 2026, 10:00 PM

Transcript

ServiceNow reports Q4 and full year 2025 results

NOW

Earnings

Guidance Update

Share Buyback

Q4 subscription revenue was $3.466 billion, up 19.5% year-over-year in constant currency, exceeding guidance by 150 bps.
Q4 non-GAAP operating margin was 31% and free cash flow margin was 57%, up 950 bps year-over-year.
2026 guidance calls for subscription revenues of $15.53 billion–$15.57 billion (+19.5–20% YoY CC), operating margin of 32%, and free cash flow margin of 36%.
Board authorized an additional $5 billion share repurchase and a $2 billion accelerated share repurchase program.

Jan 28, 2026, 10:00 PM

Transcript

ServiceNow reports Q4 2025 results and expands share repurchase program

NOW

Earnings

Share Buyback

Guidance Update

Subscription revenues were $3,466 million (+21% YoY), total revenues were $3,568 million (+20.5%), cRPO was $12.85 billion (+25%), RPO was $28.2 billion (+26.5%).
The Board authorized an additional $5 billion share repurchase program and announced a $2 billion accelerated share repurchase.
In Q4, ServiceNow repurchased 3.6 million shares for $597 million, with $1.4 billion remaining available under the program.
Q4 net new ACV included 244 transactions over $1 million (≈40% YoY growth) and 603 customers with >$5 million ACV (≈20% YoY growth).
Provided Q1 2026 subscription revenue guidance of $3,650–$3,655 million (+21.5% YoY) and full-year 2026 subscription revenue guidance of $15,530–$15,570 million (20.5–21% YoY).

Jan 28, 2026, 9:11 PM

8-K

ServiceNow partners with Anthropic on Claude AI integration

NOW

Product Launch

ServiceNow and Anthropic will integrate Claude models into the ServiceNow AI Platform to power agentic workflows and enterprise app development via ServiceNow Build Agent.
Claude is now the default model for Build Agent, deployed to 29,000 employees with early use showing up to a 95% reduction in seller preparation time.
ServiceNow expects Build Agent traction to quadruple over the next 12 months and aims to cut customer implementation time by 50%, from sales to autonomous deployment.
The partnership targets mission-critical industries—such as healthcare and life sciences—where AI-assisted workflows could reduce tasks like claims authorization from days to hours.

Jan 28, 2026, 9:10 PM

Press Release

Periscope Equity divests ServiceNow business and reintroduces Mobile Solutions

NOW

M&A

Management Change

Periscope Equity sold brightfin’s ServiceNow-native enterprise business to Silversmith Capital Partners-backed Proven Optics in January 2026.
The firm reintroduced Mobile Solutions as a standalone platform focused on mid-market mobility and telecom spend optimization, serving 300+ customers.
Chebem Chukwu, a 15-year mobile telecom veteran, was appointed CEO to lead platform growth and strategic acquisitions.
Mobile Solutions aims to enhance visibility, automation, and cost control across the full mobility lifecycle for SMB and mid-market organizations.

Jan 27, 2026, 11:00 AM

Press Release