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NOW filed its 10-Q; the most relevant disclosure change is expanded Customer concentration: One customer, a U.S. federal channel partner and systems integrator, represented 20% of accounts receivable as of September 30, 2026 and 12% of total revenues for each of the three and nine months ended September 30, 2026. Customer concentration: One customer (U.S. federal channel partner and systems integrator) represented 12% of revenue; One customer (U.S. federal channel partner and systems integrator) represented 20%...
ServiceNow filed a Form S-8 registration statement on August 20, 2026 to register 177,896 shares of common stock (par value $0.001 per share) for issuance upon vesting of outstanding unvested stock options and restricted stock units that the company assumed in connection with its acquisition of Sweep.io Inc. under the Sweep.io Inc. 2022 Stock Incentive Plan. The registrant is a large accelerated filer, and no underwriting or offering proceeds are involved in this routine employee equity plan registration.
NOW filed its 10-Q; the most relevant disclosure change is added Business combinations: ServiceNow closed the Armis Security Ltd. acquisition on April 20, 2026 for preliminary purchase price consideration of approximately $7.6 billion cash, adding $5.323B of goodwill, $2.530B of intangible assets (developed technology $1.95B at 5-6 year lives, cu. Customer concentration: U.S. federal channel partner and systems integrator represented 13% of revenue; U.S. federal channel partner and systems integrator represented...
ServiceNow (NOW) management used its Q2 2026 call to reinforce its transformation from a workflow engine into a central 'AI Control Tower' and a top-tier cybersecurity player. While the quarter featured a significant $59.5M subscription revenue beat, management clarified that approximately half of this outperformance stemmed from a pull-forward of Federal on-premise revenue from Q3. The strategic highlight was the rapid scaling of 'Agentic AI,' with customers in production growing 9x over the last nine months. M...
ServiceNow's Q3 2025 earnings call was defined by an aggressive pivot from GenAI experimentation to agentic execution, with CEO Bill McDermott framing the company as the eighth member of a new 'Super 8' elite tech group. While the financial print was strong across all metrics, the call provided critical color on the 'hockey stick' consumption curve of Now Assist—which has seen a 55x increase in usage since May—and a clear roadmap to exceeding $1B in AI-driven ACV by 2026. Management also addressed a 5-for-1 stoc...
ServiceNow, Inc. held its 2026 Annual Shareholders Meeting on May 21, 2026. Shareholders approved amendments to the Amended and Restated 2021 Equity Incentive Plan to increase the available share reserve by 38,000,000 shares. All director nominees were elected, with Eric S. Yuan receiving the lowest votes for at 593,805,007 shares for. The advisory vote to approve 2025 executive compensation passed with 654,688,799 shares for, and shareholders voted to hold future say-on-pay votes annually. PricewaterhouseCooper...
ServiceNow, Inc. completed a $4,000,000,000 aggregate principal amount notes offering on May 15, 2026. The offering consisted of five tranches: $750 million 4.250% Notes due 2028, $600 million 4.700% Notes due 2031, $650 million 5.050% Notes due 2033, $1,250 million 5.400% Notes due 2036, and $750 million 6.300% Notes due 2056. The notes were issued under an indenture with U.S. Bank Trust Company, National Association as trustee, pursuant to the Company's Registration Statement on Form S-3.
ServiceNow introduced ServiceNow Otto, a new AI experience that combines Now Assist, Moveworks, and AI Experience to complete work across every department and system. The announcement was made at Knowledge 2026, ServiceNow's annual customer and partner event. ServiceNow Otto provides conversational AI, enterprise search, AI voice agents, and AI Data Explorer capabilities. The product is already in use through ServiceNow EmployeeWorks and AI Control Tower, with a broader rollout planned across all products over t...
ServiceNow announced the expansion of its AI Control Tower offering at Knowledge 2026 with new capabilities across five dimensions: Discover (finding AI assets through 30 new integrations spanning AWS, Google Cloud, Azure, SAP, Oracle, and Workday), Observe (continuous monitoring with AI agent behavior visibility via the completed Traceloop acquisition), Govern (AI-driven risk assessment aligned to NIST and EU AI Act standards), Secure (identity access governance through Veza integration), and Measure (cost trac...
ServiceNow announced at Knowledge 2026 a major expansion of its Autonomous Workforce, launching new AI specialists for IT, customer relationship management, employee service teams, and security and risk. The L1 IT Service Desk AI Specialist is already available and resolving assigned IT cases 99% faster than human agents. New IT AI specialists are expected in June 2026, while security and risk AI specialists are expected for preview in June 2026 and generally available in September 2026. The company expanded par...
ServiceNow announced ServiceNow Action Fabric at Knowledge 2026, opening its AI Platform and full system of action to any AI agent through a generally available Model Context Protocol (MCP) Server. Anthropic is the first design partner, connecting Claude Cowork directly to ServiceNow's governed system of action. The MCP Server is included in every Now Assist and AI Native SKU, with additional features available in the second half of 2026. Headless actions consume the same Assist currency customers already use fo...