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ServiceNow, Inc. 10-Q Filings

NOW NYSE

Every 10-Q that ServiceNow, Inc. (NOW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow NOW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NOW filings page.

Rhea-AI Summary

ServiceNow, Inc. reported Q2 2026 revenues of $3,987 million, up from $3,215 million a year earlier, driven mainly by subscription revenues of $3,877 million. Net income for the quarter was $298 million versus $385 million, as operating income declined to $162 million from $358 million amid higher sales, R&D and acquisition-related expenses.

For the first half of 2026, revenues were $7,757 million and net income $767 million. Cash from operations was $2,257 million and non-GAAP free cash flow $2,299 million, while $7,105 million was used for investing activities, largely the $7.6 billion Armis and $1.2 billion Veza acquisitions that lifted goodwill to $9,837 million. To finance growth, long-term debt increased to $5,435 million and commercial paper to $2,100 million; a $2.0 billion accelerated share repurchase and $225 million of open-market buybacks reduced shares outstanding to about 1,034 million. Remaining performance obligations reached $29.0 billion, 46% due within 12 months, with a 98% renewal rate and 658 customers above $5 million ACV. The company also notes an ongoing government investigation related to a prior hiring matter and states that timing and outcome are uncertain.

Rhea-AI Summary

ServiceNow reported strong Q3 2025 results. Revenue was $3.407 billion, up from $2.797 billion, with subscription revenue at $3.299 billion. Net income rose to $502 million, and diluted EPS was $2.40. Gross profit reached $2.633 billion, while income from operations was $572 million. Year-to-date, operating cash flow was $3,206 million and free cash flow benefited from lower cash used in investing compared to last year.

Contract momentum remained solid: remaining performance obligations were $24.3 billion, with 47% expected to convert within 12 months. The company repurchased 0.6 million shares for $584 million in Q3 (1.3 million shares for $1,243 million year-to-date), ending with 208 million shares outstanding as of September 30, 2025. Strategic moves included acquiring Logik.io for approximately $506 million and purchasing $750 million of preferred shares in Genesys, with a definitive agreement to acquire Moveworks for approximately $2.9 billion. Subsequent event: the Board approved a 5‑for‑1 stock split, subject to shareholder approval on December 5, 2025.