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Business Philosophy8 Mar 2024
Frank Slootman Beyond Snowflake: One of the Most Respected CEOs
Explore Frank Slootman's journey as CEO, reshaping Data Domain, ServiceNow, and Snowflake into tech powerhouses, and his unique leadership style.
ServiceNow
ServiceNow (NOW) investor relations material
ServiceNow Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Q4 and full-year 2025 results exceeded expectations, with 21% subscription revenue growth, accelerated net new ACV, and strong performance across all workflow businesses.
Maintained high renewal rates and expanded large customer relationships, with over 600 customers exceeding $5M in annual contract value.
Strategic acquisitions (Moveworks, Veza, Armis) and expanded partnerships (Microsoft, OpenAI, Anthropic, NTT DATA) are set to enhance AI, security, and identity governance capabilities.
Announced an incremental $5 billion share repurchase authorization, including a $2 billion accelerated share repurchase.
Continued leadership in digital transformation and AI-driven enterprise workflows, serving over 8,800 global customers, including 85% of the Fortune 500.
Financial highlights
Q4 2025 subscription revenues were $3,466M, up 21% year-over-year in constant currency, exceeding guidance by 150 basis points.
Full-year 2025 subscription revenues totaled $12,883M, up 21% year-over-year in constant currency.
Q4 free cash flow was $2,032M (57% margin); full-year free cash flow was $4,636M (35% margin), both up significantly year-over-year.
Remaining performance obligations (RPO) at year-end were $28.2B, up 26.5% year-over-year; current RPO was $12.85B, up 25%.
Q4 and full-year non-GAAP operating margin was 31%.
Outlook and guidance
FY 2026 subscription revenue guidance: $15,530M–$15,570M, up 20.5–21% year-over-year (constant currency), including 1% from Moveworks.
Q1 2026 subscription revenue guidance: $3,650M–$3,655M, up 21.5% year-over-year (constant currency).
FY 2026 non-GAAP operating margin expected at 32%, free cash flow margin at 36%, and subscription gross margin at 82%.
Guidance includes headwinds from revenue mix shift and contributions from recent acquisitions.
CRPO growth for Q1 expected at 20% year-over-year.
Armis/Veza impact on AI security roadmap
Share repurchase program's dilution management
Explain Q1 2026 self-hosted revenue headwind
Address AI agent monitoring and kill switch concerns
What is the M&A strategy post-Armis/Veza?
Describe unique value from LLM provider partnerships
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Record inflows and global expansion drive growth, with major international acquisitions completed.
Next ServiceNow earnings date
Q1 202622 Apr, 2026
ServiceNow
Next ServiceNow earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
A leading provider of enterprise software solutions
ServiceNow is a cloud-based platform that provides digital workflows and automation solutions to businesses and organizations of all sizes. The company was founded in 2004 and has since become a leading provider of enterprise software solutions. Some of ServiceNow’s competitors include Salesforce, Oracle, and Microsoft.
The business model
ServiceNow's business model is based on providing a scalable and customizable digital platform that enables businesses to automate their workflows and improve their overall productivity. The company's products and services include IT service management, HR service delivery, customer service management, and security operations, which can be tailored to meet the specific needs of each organization.
How ServiceNow makes money
ServiceNow generates revenue primarily through the sale of its digital workflow and automation solutions, as well as through ongoing customer support and service contracts. The company's revenue is also generated through its partnerships with other technology companies, as well as through collaborations with academic research institutions and other organizations.
An innovative approach to digital workflows and automation
Interesting facts about ServiceNow include that it has been recognized for its innovative approach to digital workflows and automation, with a focus on providing businesses with tools and solutions that are easy-to-use and customizable. The company has a strong focus on research and development, with a team of over 6,000 engineers and scientists dedicated to improving the company's digital workflow and automation solutions.
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