Company Dossier · Information Technology
ServiceNow Inc.
- S&P 500
- S&P 100
- Russell 1000
What ServiceNow Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $14.7 billion, up 22% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $4.58 billion, up 19% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.73 billion, down 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.84 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 22, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
- Latest annual report (filed January 29, 2026): 0 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.9 million on the open market.SEC Form 4
- 2,248 institutional managers reported a position at June 30, 2026 (+36 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 236 (198 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What ServiceNow Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Confident
Expanding ↔ Retrenching
Retrenching
- Capital spending8th pct
- Debt raised—
- Buybacks vs capex31st pct
- Hiring filings12th pct
- Deals and private raises40th pct
- Patent publications66th pct
Confident ↔ Hedging
Confident
- Call sentiment84th pct
- Call confidence85th pct
- Guidance changes0th pct
- Risk factors added80th pct
- Insider open-market trades39th pct
- − Guidance changes
- + Call sentiment
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver76th pct
- Stress filings49th pct
Credit
How these are built →ServiceNow Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$9.6B
- Due within a year $4.2B
- Longer term $5.4B
- Default point $6.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$4.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 12, 2026 | $1.25B | 5.400% | 2036 (10y) | +105bp | 5.513% |
| May 12, 2026 | $750M | 6.300% | 2056 (30y) | +135bp | 6.384% |
| May 12, 2026 | $750M | 4.250% | 2028 (2y) | +45bp | 4.441% |
| May 12, 2026 | $600M | 4.700% | 2031 (5y) | +70bp | 4.822% |
| May 12, 2026 | $650M | 5.050% | 2033 (7y) | +90bp | 5.192% |
From the pricing term sheets ServiceNow Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name ServiceNow Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralFragmented workflow challenges in IT legacy firms be more pronounced amidst M&A trend in sector : Kulmeet Bawa, MD and GVP India and SAARC, ServiceNow
thehindubusinessline.com · via Marketaux · Oct 7, 2026
- PositiveServiceNow Stock: Still A ‘Strong Buy’ As AI Revenues Gain Traction (NYSE:NOW)
seekingalpha.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (SERVICENOW, INC.)third_quarter 2026 · $0.2 million
- Oct 20, 2026LobbyingLobbying report (SERVICENOW, INC.)third_quarter 2026 · $0.2 million
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: NEAR ZERO DOWNTIME MIGRATIONUS 12769711
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Jul 20, 2026LobbyingLobbying report (SERVICENOW, INC.)second_quarter 2026 · $0.2 million
- Jul 20, 2026LobbyingLobbying report (SERVICENOW, INC.)fourth_quarter 2025 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (SERVICENOW, INC.)third_quarter 2025 · $0.3 million
- Jun 4, 2026Trademark
- Jun 4, 2026Trademark
- Jun 4, 2026Trademark
- Jun 4, 2026Trademark
- May 22, 20268-KDirector or officer changeItem 5.02
- May 22, 20268-KShareholder vote resultsItem 5.07
- May 15, 20268-KMaterial agreement signedItem 1.01
- Apr 22, 20268-KMaterial agreement signedItem 1.01
- Apr 20, 2026LobbyingLobbying report (MARBLE ARCH)first_quarter 2026
- Apr 20, 2026LobbyingLobbying report (SERVICENOW, INC.)first_quarter 2026 · $0.4 million
- Apr 1, 20268-KMaterial agreement signedItem 1.01
- Feb 11, 20268-KDirector or officer changeItem 5.02
- Jan 29, 202610-KAnnual report (10-K)0 risk factors added, 3 removed
- Jan 21, 2026LobbyingLobbying report (AVOQ, LLC)fourth_quarter 2025 · $0.0 million
- Dec 23, 20258-KDirector or officer changeItem 5.02
- Dec 5, 20258-KShareholder vote resultsItem 5.07
- Sep 26, 2025Form DPrivate offering notice$389 million offered
- May 27, 20258-KShareholder vote resultsItem 5.07
- Apr 23, 20258-KDirector or officer changeItem 5.02
- Jan 30, 202510-KAnnual report (10-K)1 risk factors added, 2 removed
- Dec 27, 20248-KDirector or officer changeItem 5.02
- Oct 23, 20248-KDirector or officer changeItem 5.02
- Jan 25, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Palo Alto Networks PANW | $11.5B | $4.1B | Jul 31, 2026 |
| Workday Inc. WDAY | $10.2B | $2.8B | Jul 31, 2026 |
| Intuit Inc. INTU | $21.4B | $8.7B | Jul 31, 2026 |
| Adobe Inc. ADBE | $26.0B | $10.6B | Aug 28, 2026 |
| Snowflake Inc. SNOW | $5.4B | $1.2B | Jul 31, 2026 |
| CrowdStrike CRWD | $5.4B | $1.6B | Jul 31, 2026 |
| Zoom Communications ZM | $5.0B | $1.9B | Jul 31, 2026 |
| Salesforce Inc. CRM | $43.9B | $15.2B | Jul 31, 2026 |