ServiceNow (NOW) Company Report

Transaction details: ServiceNow will acquire Armis for $7.75 billion in cash, funding the deal with cash on hand and debt, with closing expected in H2 2026.
Armis profile: Cyber exposure management leader across IT, OT, medical and industrial devices, boasting $340 million ARR and over 50% year-over-year ARR growth.
Strategic rationale: The acquisition is expected to more than triple ServiceNow’s security and risk market opportunity and accelerate its autonomous proactive cybersecurity roadmap, building on security ACV exceeding $1 billion in Q3 2025.
Integration plan: The combined platform will unify real-time asset discovery, threat intelligence, risk prioritization, and automated remediation workflows to deliver end-to-end AI-native cybersecurity.

1 day ago

Press Release

xtype Closes 2025 With Strong Momentum

NOW

Board Change

Revenue Acceleration/Inflection

Demand for technical governance intensified across financial services, healthcare, life sciences and manufacturing, with xtype providing real-time visibility, policy-driven deployments and audit trails for ServiceNow instances.
2025 growth included major banks, pharmaceutical companies and manufacturers; clients reported 5× faster deployments, 75% less audit preparation time and $731,250 in added value from 55% more projects delivered.
Achieved ServiceNow Advanced Platform Build Partner status in early 2025, making enterprise-grade governance accessible via the ServiceNow marketplace.
Simon Short, ServiceNow’s EVP of Customer Excellence, joined xtype’s board in September 2025, underscoring the strategic importance of technical governance.

6 days ago

Press Release

ServiceNow completes acquisition of Moveworks

NOW

M&A

ServiceNow has completed its acquisition of Moveworks, combining its agentic AI and intelligent workflows with Moveworks’ AI assistant and enterprise search.
The integration aims to create an AI-native front door for employee engagement, enabling autonomous issue resolution and intelligent workflow triggers at scale.
Moveworks, already integrated across 100+ technology partners, serves 5.5 million employee users and about 250 mutual customers, with nearly 90% of its customers deploying the platform enterprise-wide.
Within ServiceNow’s own operations, AI agents now handle 90% of IT and 89% of customer support requests autonomously, cutting resolution times by nearly sevenfold.

Dec 15, 2025, 9:15 PM

Press Release

ServiceNow integrates NVIDIA Nemotron 3 agentic AI models

NOW

Product Launch

NVIDIA announced the Nemotron 3 family (Nano, Super, Ultra) featuring a hybrid latent mixture-of-experts architecture for agentic AI.
Nemotron 3 Nano achieves up to 4× higher throughput vs Nemotron 2 Nano and reduces reasoning-token generation by up to 60%, with a 1-million-token context window.
Nemotron 3 Super (100 billion parameters, up to 10 billion active per token) and Ultra (500 billion parameters, up to 50 billion active per token) target multi-agent and deep reasoning tasks; Super and Ultra are expected in H1 2026.
ServiceNow, as an early adopter, will integrate Nemotron 3 with its intelligent workflow automation to enhance scalable, efficient agentic AI.

Dec 15, 2025, 2:00 PM

Press Release

ServiceNow highlights AI-driven consumption growth at Barclays conference

NOW

Revenue Acceleration/Inflection

M&A

ServiceNow’s federal business saw 30% growth in Q3, its strongest Fed quarter ever, with resilient demand outside short-term headwinds.
AI revenue surpassed $500 million in 2025, targeting $1 billion in 2026, and consumption has grown 55× since May.
Post-shutdown momentum in federal and public-sector markets is bolstered by a new GSA agreement, unlocking significant long-term growth opportunities.
“Now on Now” AI efficiencies delivered $350 million in productivity gains, with $100 million annualized flowing to the bottom line in 2025.
Strategic tuck-in acquisitions—Logik.io for CPQ, Moveworks for employee experience, and Veza for AI governance—enhance ServiceNow’s platform capabilities.

Dec 10, 2025, 8:45 PM

Transcript

ServiceNow invests C$110M to boost AI adoption in Canadian public sector

NOW

New Projects/Investments

Hiring

ServiceNow will invest C$110 million over three years to scale AI adoption in Canada's public sector, including ~100 new roles and Canadian-hosted digital infrastructure.
The initiative involves partnering with Google Cloud to build AI-ready data centers enhancing data residency, security, and privacy controls.
The investment is not tied to specific contracts but aims to meet the AI integration goals of Canadian public institutions.
Since April 2024, the Canadian federal government has signed 10 major contracts with ServiceNow totaling over C$3 million, underscoring strong existing relationships.

Dec 8, 2025, 11:12 AM

Morningstar

ServiceNow approves 5-for-1 stock split at special meeting

NOW

Proxy Vote Outcomes

Virtual special meeting of ServiceNow shareholders held December 5, 2025, with November 10, 2025 as the record date; 87.95% of shares were represented, establishing a quorum.
Shareholders voted to amend and restate the certificate of incorporation to effect a 5-for-1 stock split and proportionately increase authorized shares; the board recommended approval to improve share accessibility and employee flexibility.
Polls opened at 8:04 AM PT and closed at 8:05 AM PT on December 5, 2025; the proposal was approved by a majority of outstanding common stock.
Final vote results will be filed on Form 8-K within four business days and entered into the meeting minutes.

Dec 5, 2025, 4:00 PM

Transcript

ServiceNow shareholders approve 5-for-1 stock split

NOW

Proxy Vote Outcomes

ServiceNow held a virtual special meeting on December 5, 2025, with 182,494,897 shares (87.95% of outstanding) represented by proxy, establishing a quorum; record date was November 10, 2025.
The board proposed a 5-for-1 stock split via an amended and restated certificate of incorporation to make shares more accessible to investors and flexible for employees.
Shareholders approved the split; the inspector of election will finalize the count and the company will file a Form 8-K within four business days.

Dec 5, 2025, 4:00 PM

Transcript

ServiceNow approves 5:1 stock split at special meeting

NOW

Proxy Vote Outcomes

ServiceNow held a virtual special shareholders’ meeting on December 5, 2025.
November 10, 2025 was fixed as the record date; 182,494,897 shares (87.95% of outstanding stock) were represented, constituting a quorum.
Shareholders approved the board-recommended amendment to effect a 5:1 split of common stock with a proportionate increase in authorized shares.
Polls opened at 8:04 A.M. PT and closed at 8:05 A.M. PT; final results will be filed on Form 8-K within four business days.

Dec 5, 2025, 4:00 PM

Transcript

ServiceNow reports Q3 2025 results and stock split plan

NOW

Earnings

Guidance Update

ServiceNow delivered Non-GAAP EPS of $4.82 and 22% revenue growth to $3.41 billion in Q3 2025.
Raised full-year 2025 subscription revenue guidance to $12.84 billion.
Board approved a five-for-one stock split, pending shareholder vote on December 5, 2025.
Contracted Remaining Performance Obligations (CRPO) accelerated to the low-20% range, reflecting strong AI-driven bookings growth.

Oct 30, 2025, 2:31 AM

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for ServiceNow.

Q3 2025

Oct 29, 2025

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Q2 2025

Jul 23, 2025

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Q1 2025

Apr 23, 2025

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View All Transcripts

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ServiceNow (NOW)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

William R. McDermott

Amit Zavery

Gina Mastantuono

Jacqueline Canney

Nicholas Tzitzon

Paul Fipps

Russell S. Elmer

Board Members

Anita M. Sands

Frederic B. Luddy

Jonathan C. Chadwick

Joseph “Larry” Quinlan

Lawrence J. Jackson, Jr.

Paul E. Chamberlain

Susan L. Bostrom

Teresa Briggs

Analyst Coverage

Samad Samana

Bradley Sills

Mark Murphy

Michael Turrin

Karl Keirstead

Kasthuri Rangan

Keith Weiss

Aleksandr Zukin

Alex Zukin

Brad Zelnick

Gregg Moskowitz

Kash Rangan

Raimo Lenschow

Arjun Bhatia

Craig Turin

Grant Sales

James Wood

Keith Spackman

Matthew Hedberg

Peter Reed

Ryan Lampson

Tyler Radke

Brian Schwartz

Derek Wood

Derrick Wood

Keith Bachman

Kylie Towbin

Michael Cikos

Mike Cikos

Patrick Walravens

Peter Weed

Robbie Owens

Sanjit Singh

S. Kirk Materne

Latest news

Earnings Transcripts

Q3 2025

Q2 2025

Q1 2025

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