业绩总结 - 2025年第四季度订阅收入为34.66亿美元，同比增长21%[22] - 2025年订阅收入总额为128.83亿美元，同比增长21%[25] - 2025财年第四季度的非GAAP订阅收入为30.31亿美元，受到外汇影响减少了700万美元[43] - 2025财年第四季度的客户续约率为98%，若不考虑大型美国联邦机构的关闭[58] - GAAP净收入为384百万美元，占收入的13%[76] - 非GAAP净收入为769百万美元，占收入的27.5%[76] 用户数据 - 当前剩余履行义务(cRPO)为128.5亿美元，同比增长25%[22] - 剩余履行义务(RPO)为282亿美元，同比增长26.5%[22] - 2025财年总的剩余履约义务（RPO）同比增长21%，当前RPO的增长率为22%[46] - 2025财年第四季度的客户群体中，年合同价值（ACV）超过500万美元的客户数量有所增加[53] 财务指标 - 非GAAP运营利润率为31%，同比增加约150个基点[22] - 非GAAP自由现金流利润率为57%，同比增加约950个基点[22] - GAAP每股稀释净收入为0.37美元[76] - 非GAAP每股稀释净收入为0.73美元[76] - GAAP运营收入为374百万美元，占收入的11%[76] - 非GAAP运营收入为872百万美元，占收入的31%[76] 未来展望 - 2026年第一季度订阅收入指导范围为36.5亿至36.55亿美元，同比增长21.5%[30] - 2026年全年的订阅收入指导范围为155.3亿至155.7亿美元，同比增长20.5%至21%[30] - 2026年第一季度cRPO增长指导为22.5%[30] - 2026年非GAAP运营利润率指导为32%[30] 研发与费用 - 2024年第一季度的研发费用为1.59亿美元，占总运营费用的比例为9.12%[78] - 2024年第一季度的销售和营销费用为1.34亿美元，占总运营费用的比例为7.67%[78] - 2024年第一季度的总运营费用为4.22亿美元[78] - 2024年第一季度的总股票补偿费用为4700万美元，预计全年为1.955亿美元[78] 其他信息 - 2025财年第四季度的货币影响对订阅收入的影响为2700万美元[43] - 2025财年第四季度的非GAAP毛利率为XX%（具体数字未提供）[68] - 2025财年第四季度的非GAAP自由现金流为12.25亿美元，同比增长47%[78]

ServiceNow CEO Bill McDermott looks on during an "Invest America" roundtable discussion with US President Donald Trump in the State Dining Room of the White House in Washington, DC on June 9, 2025.ServiceNow topped Wall Street's fourth-quarter estimates after the bell on Wednesday. Shares fell more than 3%.Here's how the company performed versus LSEG estimates:Earnings per share: 92 cents adjusted vs. 88 cents expectedRevenue: $3.57 billion vs. $3.53 billion expected. Revenues grew 20.5% from $2.96 billion ...

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ServiceNow announced a deal with a major AI player Anthropic just a week after it announced a partnership with OpenAI.Enterprise workflow software company ServiceNow has entered into a multi-year deal with AI research lab Anthropic on Wednesday. This partnership involves further embedding of Anthropic’s AI models into ServiceNow’s platform for its customers and bringing Anthropic’s AI to its employees. ServiceNow declined to clarify the duration of the partnership or the monetary size of the deal.This deal ...

ServiceNow CEO Bill McDermott has been on a mission to persuade investors to stop thinking of his enterprise software company as a standard SaaS (software-as-a-service) business.So far, McDermott has met with skepticism from the Street, which has been fixated on the lofty valuation of ServiceNow’s shares. The stock trades at a trailing price-to-earnings ratio that is more than twice that of some competitors, such as Salesforce. As a result, ServiceNow’s stock has declined 40% over the past year despite cons ...

No matter how much profit and revenue growth ServiceNow generates, Wall Street has been too worried about the threat of AI to notice or care. Bill McDermott has had enough. The ServiceNow CEO is so sure AI won't eat software that he's betting more on his own stock and committing to stay on as the company's leader through 2030."We're building a trillion-dollar company here," McDermott told Business Insider in an interview on Wednesday. The company, which sells software to businesses, once again reported qu ...

ServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results; Board of Directors Authorizes Additional $5B for Share Repurchase Program Recent Business Highlights Partner Updates SANTA CLARA, Calif. - January 28, 2026 - ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced financial results for its fourth quarter ended December 31, 2025, with subscription revenues of $3,466 million in Q4 2025, representing 21% year-over-year growth and 19.5% in constant currency. " ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced an expanded relationship with Panasonic Avionics Corporation, a global leader for in-flight engagement. Panasonic Avionics will replace siloed legacy systems with ServiceNow CRM and Now Assist, integrated with Aria Billing Cloud and Tenon Marketing Automation, to modernize and unify sales, service, marketing, and billing formore than 300 airlines worldwide with real-time customer insi ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow and Anthropic partner to help customers build AI-powered applications, accelerate time to value and apply trusted AI to critical industries. ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced financial results for its fourth quarter ended December 31, 2025, with subscription revenues of $3,466 million in Q4 2025, representing 21% year-over-year growth and 19.5% in constant currency. "ServiceNow significantly beat Q4 expectations, accelerated net new business, and issued exceptional guidance for 2026,†said ServiceNow Chairman and CEO Bill McDermott. "We had su. ...