ServiceNow reported fourth-quarter results after the bell Wednesday, with adjusted EPS of $0.92 versus $0.88 expected and revenue of $3.57 billion versus $3.53 billion. The company announced $5 billion in share buybacks, forecasted Q1 subscription revenue of $3.65–3.66 billion and FY2026 subscription revenue of $15.53–15.57 billion, and said Moveworks will add about 100 basis points to subscription growth.
Key Points
- 1Reported adjusted EPS of $0.92 and revenue $3.57B, beating LSEG estimates; shares fell >6%.
- 2Expanded M&A and AI deals include Moveworks, Armis ($7.75B), boosting AI and security capabilities.
- 3Signals clients to plan for Claude/OpenAI integrations and subscription-driven platform expansion affecting deployments.
Scoring Rationale
Official earnings beat and strategic AI and security acquisitions raise impact, tempered by routine guidance and limited transformational novelty.
Sources
Public references used for this report.
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