ServiceNow introduced acquisitions to broaden AI and Safety Capabilities. Issued steerage for subscription income development of 21.5% year-over-year for 2026. | AlphaStreet

ServiceNow (NYSE: NOW) reported fourth-quarter 2025 monetary outcomes on January 28, 2026, with subscription revenues of $3.47 billion, representing 21% year-over-year development. The corporate additionally introduced a $5 billion addition to its share repurchase program.

Market Capitalization

ServiceNow had a market capitalization of roughly $134.6 billion as of January 28, 2026.

This autumn 2025 Outcomes

ServiceNow reported consolidated complete revenues of $3.57 billion for This autumn 2025, representing 20.5% year-over-year development. Subscription revenues reached $3.47 billion, up 21% year-over-year. Skilled companies and different revenues totaled $102 million, a rise of 13% year-over-year.

Consolidated web revenue for This autumn 2025 was $401 million, in comparison with $384 million in This autumn 2024. GAAP revenue from operations was $443 million, representing a 12.5% working margin. Non-GAAP revenue from operations was $1.10 billion, with a 31% working margin.

Present remaining efficiency obligations (cRPO) reached $12.85 billion as of This autumn 2025, representing 25% year-over-year development. Complete remaining efficiency obligations (RPO) stood at $28.2 billion, up 26.5% year-over-year.

Full-12 months 2025 Outcomes

For full-year 2025, ServiceNow reported consolidated complete revenues of $13.28 billion, representing 21% year-over-year development. Subscription revenues for the total 12 months totaled $12.88 billion, additionally up 21% year-over-year. Consolidated web revenue for full-year 2025 was $1.75 billion, in comparison with $1.43 billion in 2024, representing development of twenty-two.6%.

Quarterly Subscription Income Development

3-Month Buying and selling Quantity Development

Enterprise and Operations Replace

ServiceNow accomplished the acquisition of Moveworks on December 15, 2025, combining capabilities in agentic AI, clever workflows, and enterprise search. A 5-for-1 inventory break up grew to become efficient on December 17, 2025.

The corporate introduced a CA$110 million multi-year dedication to allow AI adoption for Canada’s public sector, together with Canadian-hosted AI infrastructure and roughly 100 new Canada-based positions.

M&A and Strategic Developments

ServiceNow introduced its intent to amass Armis, a cybersecurity platform, to create a unified safety publicity and operations stack. The transaction is predicted to shut within the second half of 2026. The corporate additionally introduced its intent to amass Veza to boost id safety capabilities, with the transaction anticipated to shut within the first half of 2026.

Partnership Updates

ServiceNow introduced expanded partnerships with Anthropic to combine Claude fashions into the ServiceNow AI Platform, and with OpenAI to drive agentic AI experiences throughout enterprises. Extra integrations had been introduced with Microsoft Agent 365, Figma, and NTT DATA. Strategic commitments had been introduced with Fiserv for monetary companies transformation and Panasonic Avionics for in-flight engagement.

Steering and Outlook

For Q1 2026, ServiceNow issued steerage for subscription revenues of $3.65 billion-$3.66 billion, representing 21.5% year-over-year development. For full-year 2026, the corporate guided subscription revenues of $15.53 billion-$15.57 billion, representing 20.5%-21% year-over-year development. Non-GAAP working margin steerage is 31.5% for Q1 2026 and 32% for full-year 2026.

Efficiency Abstract

ServiceNow reported This autumn 2025 subscription revenues of $3.47 billion, up 21% year-over-year. Full-year 2025 complete revenues reached $13.28 billion. Consolidated web revenue was $401 million for the quarter and $1.75 billion for the total 12 months. The board approved an extra $5 billion share repurchase program. The corporate introduced acquisitions of Moveworks (accomplished), Armis, and Veza to broaden AI and safety capabilities.

Commercial