ServiceNow (NOW) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.84%. A quarter ago, it was expected that this maker of software that automates companies' technology operations would post earnings of $0.84 per share when it actually produced earnings of $0.96, delivering a surprise ...

ServiceNow (NYSE:NOW) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Company ParticipantsAmit Zavery - President, Chief Product Officer, and COOBill McDermott - Chairman and CEODarren Yip - SVP of Investor Relations and Market InsightsGina Mastantuono - President and CFOKeith Weiss - Managing DirectorPatrick Walravens - Managing DirectorSamad Samana - Managing DirectorConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrian Schwartz - Managing Director and Senior AnalystGabriel ...

ServiceNow (NYSE:NOW) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Company ParticipantsAmit Zavery - President, Chief Product Officer, and COOBill McDermott - Chairman and CEODarren Yip - SVP of Investor Relations and Market InsightsGina Mastantuono - President and CFOKeith Weiss - Managing DirectorPatrick Walravens - Managing DirectorSamad Samana - Managing DirectorConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrian Schwartz - Managing Director and Senior AnalystGabriel ...

ServiceNow (NYSE:NOW) Q4 2025 Earnings call January 28, 2026 05:00 PM ET Speaker2Thank you for standing by. At this time, I would like to welcome everyone to the Q4 and full year 2025 ServiceNow earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad. If you would like to withd ...

Core Insights - Software stocks have experienced significant declines recently, raising concerns about the impact of artificial intelligence on traditional companies in the sector [1] - There is a prevailing uncertainty regarding the performance of chip companies, which are integral to the software industry's growth and innovation [1] Group 1: Software Industry - The recent downturn in software stocks reflects skepticism about the role of artificial intelligence in benefiting or harming established players [1] - The market is questioning the sustainability of growth in the software sector amid evolving technological trends [1] Group 2: Chip Companies - Chip companies are facing scrutiny as their performance is closely tied to the software industry's future [1] - The overall sentiment in the market indicates a cautious outlook for chip manufacturers, which could impact their stock performance [1]

© 2025 ServiceNow, Inc. All Rights Reserved. © 202 6 ServiceNow, Inc. All Rights Reserved. Investor Presentation Fourth Quarter 2025 Safe Harbor and other information This presentation contains "forward ‐looking" statements that are based on our management's beliefs and assumptions and on inf ormation currently available to management. Forward ‐looking statements include information concerning our possible or assumed strategy, future operations, financing plans, operating mod el, financial position, future ...

Core Insights - ServiceNow exceeded Wall Street's fourth-quarter estimates, reporting a revenue growth of 20.5% to $2.96 billion, with net income rising to $401 million or 38 cents per share, compared to $384 million or 37 cents per share a year ago [1] - Despite strong performance, shares fell over 3% following the earnings announcement [1] Financial Performance - Adjusted earnings per share were reported at 92 cents, surpassing the expected 88 cents, while revenue reached $3.57 billion, exceeding the forecast of $3.53 billion [4] Future Outlook - The company forecasts subscription revenues between $3.65 billion and $3.66 billion for the first quarter and between $15.53 billion and $15.57 billion for the fiscal year 2026 [2] Strategic Moves - ServiceNow's acquisition of Moveworks is expected to contribute 100 basis points to both full-year and first-quarter subscription revenue growth, as well as to current remaining performance obligations growth [3] Shareholder Returns - The board approved a $5 billion share buyback program, indicating a commitment to returning value to shareholders [2]

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ServiceNow announced a deal with a major AI player Anthropic just a week after it announced a partnership with OpenAI.Enterprise workflow software company ServiceNow has entered into a multi-year deal with AI research lab Anthropic on Wednesday. This partnership involves further embedding of Anthropic’s AI models into ServiceNow’s platform for its customers and bringing Anthropic’s AI to its employees. ServiceNow declined to clarify the duration of the partnership or the monetary size of the deal.This deal ...

Core Viewpoint - ServiceNow is positioning itself as a unique player in the enterprise software market, distinct from traditional SaaS companies, despite facing skepticism from investors regarding its high valuation and stock performance [1][2]. Financial Performance - ServiceNow reported fourth-quarter earnings that exceeded Wall Street's expectations for both revenue and earnings for the ninth consecutive quarter, with subscription revenue reaching $3.47 billion, a 21% increase year-over-year, and non-GAAP earnings per share at $0.92, surpassing consensus estimates of approximately $3.42 billion and $0.87 respectively [3]. - The company raised its full-year 2026 subscription revenue guidance to between $15.53 billion and $15.57 billion, indicating a growth rate of approximately 20% to 21%, which is above the analysts' expectations of 18% to 18.5% [4]. Strategic Direction - CEO Bill McDermott emphasized that ServiceNow aims to be the central hub for AI and data access, differentiating itself from functional and feature SaaS companies [6][7]. - The company has been actively acquiring firms to enhance its AI and security capabilities, including the $7.75 billion acquisition of cybersecurity firm Armis and a $2.85 billion deal for AI-powered employee experience platform Moveworks [7][8]. Market Positioning - McDermott's strategy is to communicate that ServiceNow should not be categorized with traditional SaaS companies, as it focuses on automating workflows and integrating AI into its platform [5][6]. - Despite a 40% decline in stock value over the past year, the latest quarterly results suggest that ServiceNow can achieve organic growth exceeding 20% year-over-year, countering concerns about its acquisition strategy being solely focused on buying revenue growth [2][8].