Market Analysis by covering: ServiceNow Inc. Read 's Market Analysis on Investing.com ...

ServiceNow's EPS of $0.92 exceeded the estimated $0.88, showcasing a significant year-over-year improvement.The company's revenue reached $3.56 billion, surpassing both the estimated $3.52 billion and the Zacks Consensus Estimate by 1.24%.Despite a post-earnings share price drop, ServiceNow projects higher-than-anticipated subscription revenue growth for 2026, supported by strategic acquisitions.ServiceNow (NYSE:NOW) is a prominent player in the IT services industry, known for its cloud-based solutions that ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

AI and Automation - ServiceNow's AI Platform facilitates seamless workflows and digital transformation across organizations, enhancing collaboration and productivity[10]. - The company emphasizes the importance of AI in modernizing workflows, with organizations prioritizing AI-powered automation to improve productivity and manage risks[11]. - ServiceNow's platform architecture allows for the integration of AI-enhanced workflows without disrupting existing technology infrastructures, providing a competitive edge in the market[15]. - The Now Assist AI tools enable organizations to boost productivity by offering a range of AI capabilities, including language models and custom AI agents, tailored to specific needs[20]. - AI agents for IT Service Management automate incident triage and provide intelligent resolution recommendations, allowing IT staff to focus on higher-value activities[38]. - Now Assist and AI agents for SOM automate lead qualification and issue resolution, increasing productivity and reducing sales process completion time[56]. - The company is focused on incorporating AI technology into its offerings, which is seen as a key driver for future growth despite associated operational and regulatory challenges[135]. Workflow and Efficiency - The platform's data fabric supports real-time connections to external data sources, enhancing workflow efficiency and delivering context-aware insights[21]. - ServiceNow's acquisition of Moveworks strengthens its enterprise workflow automation capabilities, improving service request handling and information retrieval[22]. - The company's CRM and Industry products streamline end-to-end customer service workflows, significantly reducing response and resolution times, saving employees tens of thousands of hours annually[49]. - Core Business products improve efficiency by automating repetitive HR tasks, significantly reducing HR case volume and resolving over 50% of new cases within the same day[61][62]. - ServiceNow's technology products help organizations optimize IT operations, reduce downtime, and drive down costs, ultimately improving employee and customer experiences[37]. Market Strategy and Growth - The company aims to become the defining AI enterprise software company of the 21st century, guided by its core values and commitment to customer experience[105]. - The company maintains a global partner ecosystem to enhance market reach and co-innovation, including relationships with major technology providers like AWS, Google, and Microsoft[90]. - The company’s marketing strategy includes digital advertising, trade shows, and user conferences to increase market penetration and expand into new geographies[88]. - The company’s growth strategy includes expanding offerings into new and adjacent industries while complying with relevant regulations[133]. - Sales outside of North America represented 37% of total revenues for the years ended December 31, 2025 and 2024[132]. Research and Development - Significant investments in research and development are expected to continue, aimed at expanding platform capabilities and advancing AI and machine intelligence technologies[100]. - The company has over 2,000 issued U.S. and foreign patents and over 580 pending patent applications as of December 31, 2025, indicating a strong focus on intellectual property[96]. Employee and Talent Management - As of December 31, 2025, the company employed 29,187 full-time employees, with 14,601 in the United States and 14,586 internationally[114]. - The company has a total rewards program that includes an annual cash bonus plan and a broad-based discretionary equity incentive program to attract and retain employees[112]. - The company faces intense competition for talent, particularly in technology roles, which could impact its ability to achieve revenue growth[164]. - The company’s ability to attract and retain employees may be adversely affected by failure to meet corporate sustainability goals[180]. Cybersecurity and Risk Management - The company has established comprehensive cybersecurity risk management policies and practices, integrating them into its overall risk management program[204]. - Significant financial and personnel resources have been devoted to cybersecurity, with ongoing investments planned to enhance data security infrastructure[203]. - The company conducts annual cybersecurity risk assessments, utilizing both internal and external information to prioritize security initiatives[206]. - Regular training is provided to employees on cybersecurity topics, including phishing and insider threats, to enhance awareness and response capabilities[211]. - The Board and Audit Committee oversee cybersecurity risk management, receiving regular updates on incidents and risk assessments[214]. - Cybersecurity threats are a growing concern, with increased reliance on third-party providers introducing new risks to business operations[155]. - The company has identified vulnerabilities in its products and services, and delays in developing effective patches could expose it to security risks[156]. - An actual or perceived security breach could lead to significant operational and financial consequences, including loss of sales and reputational damage[161]. - The company has implemented controls for third-party risk management, assessing cybersecurity threats associated with service providers[210]. - Independent cyber maturity assessments were conducted in 2023, 2024, and 2025 to evaluate controls against the NIST Cybersecurity Framework[212]. Financial Performance and Challenges - The company expects a decline in revenue growth rate over the long term due to increasing competition and market saturation[185]. - The effective tax rate may be adversely affected by changes in tax laws, which could materially impact financial results[186]. - The company is subject to ongoing tax audits globally, which may result in significant tax liabilities if positions are challenged[189]. - The company may incur significant implementation costs if customer product implementations are delayed or unsuccessful[179]. - The complexity of government procurement processes may lead to increased expenses and delays in contract awards, impacting financial performance[143]. - The company’s stock price is likely to remain volatile, influenced by various external factors including market conditions and company performance[197]. Legal and Compliance Risks - The company acknowledges that its business model may be impacted by global trends and laws governing AI usage, such as the EU AI Act[137]. - The company faces potential legal and ethical challenges related to AI, including risks of copyright infringement and reputational harm, which could negatively impact customer trust and adoption of AI products[138]. - The use of open-source software poses risks that could harm the company's ability to sell products and services, potentially leading to litigation[178]. - The company may face penalties and sanctions if it fails to comply with global trade laws, which could adversely affect its business operations[149]. Operational Challenges - The company has made substantial investments to support sales to government entities, but the procurement processes are lengthy and may encounter delays, impacting revenue[142]. - The company has seen increased complexity in customer deals, leading to longer sales cycles and greater competition, which may divert resources from other sales opportunities[150]. - The company is expanding its business in heavily regulated industries, which may impose stringent compliance requirements that could restrict business growth[148]. - The company relies on third-party information systems, and delays in improving these systems could negatively impact operations and customer support[170]. - Disruptions or defects in services could lead to substantial liability and harm the company's reputation, potentially resulting in lost revenues[169]. - Delays in product releases or defects may hinder customer adoption and satisfaction, adversely affecting future sales[165].

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 ...