ServiceNow Q4 2025 beats estimates; FY2026 guide and $5B buyback; shares fall

ServiceNow reported fourth-quarter 2025 revenue of $3.57 billion, up 20.5%, and subscription revenue of $3.47 billion, up 21%, both above analyst estimates. Adjusted EPS of $0.92 beat the roughly $0.88 consensus, but the first-quarter subscription outlook of $3.65 billion to $3.66 billion sat below Street estimates. Fiscal 2026 subscription guidance of $15.53 billion to $15.57 billion was only just above the consensus midpoint, and the shares fell more than 4% in extended trading.

• Q4 total revenue $3.57B, up 20.5%; subscription revenue $3.47B, up 21%
• Non-GAAP EPS $0.92 versus about $0.88 expected
• FY2026 subscription revenue guidance $15.53B to $15.57B
• Q1 2026 subscription guidance $3.65B to $3.66B, below the Street range
• Board authorized an additional $5B for share repurchases; $2B accelerated buyback planned
• Shares fell more than 4% in extended trading

SEC filing 8-K · accession 0001373715-26-000005 · sec.gov ↗