
• Reported GAAP EPS of $0.39 up 5.41% YoY • Reported revenue of $3.57B up 20.66% YoY • ServiceNow expects Q1 2026 subscription revenues between $3,650-$3,655 million, with 21.5% year-over-year growth. Full-year 2026 subscription revenues are guided to $15,530-$15,570 million, with 20.5%-21% growth.
Bullish
ServiceNow achieved strong Q4 2025 revenue growth, exceeded guidance, and expanded its AI platform through strategic partnerships with Anthropic and OpenAI, driving significant customer growth.
Bearish
ServiceNow's share repurchase program aims to manage dilution, while foreign currency fluctuations and risks from evolving privacy laws, competition, and macroeconomic conditions pose ongoing challenges.