NOW
ServiceNow, Inc.781.12
+15.92+2.08%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
162.22BP/E (TTM)
94.34Basic EPS (TTM)
8.28Dividend Yield
0%Recent Filings
8-K
8-K
8-K
10-Q
Q2 FY2025 results
ServiceNow's Q2 revenue climbed 22% year-over-year to $3.2B, with subscription sales up 22% to $3.1B, while gross margin dipped to 77% from 79% amid higher hosting costs. Operating income rose 49% to $358M, and diluted EPS grew 46% to $1.84, aligning with 209M shares. Key drivers included North America at 62% of revenue and EMEA at 26%, fueled by new customer wins. Cash swelled to $3.1B, free cash flow hit $2.0B (up 27% y/y, derived), against $1.5B debt due 2030. The May Logik.io buy for $506M (mostly stock) added $404M goodwill and $85M tech intangibles over 5 years, bolstering CRM. Acquisitions build momentum. Yet regulatory probes into government contracts pose risks.
8-K
Q2 beats fuel AI surge
ServiceNow crushed Q2 2025 expectations with subscription revenues hitting $3,113 million, up 22.5% year-over-year, while total revenues reached $3,215 million on robust AI platform demand. Current remaining performance obligations swelled to $10.92 billion, signaling 24.5% growth and a fat pipeline of high-value deals. The acquisition of data.world bolsters AI governance, yet federal budget headwinds loom for Q3. Momentum builds.
IPO
Website
Employees
Sector
Industry