ServiceNow Names New Accounting Chief as Q4 Revenue Jumps 20.5% and $5B Buyback
ServiceNow appointed Danielle Fontaine as chief accounting officer and corporate controller effective February 17. The company reported Q4 2025 revenue up 20.5% year-over-year to $3.57 billion and announced a $5 billion share repurchase boost while trading near its 52-week low.
1. Management Appointment
ServiceNow appointed Danielle Fontaine as chief accounting officer and corporate controller effective February 17, reinforcing its financial leadership ahead of continued AI-driven expansion.
2. Q4 Financial Performance
In Q4 2025, ServiceNow delivered revenue of $3.57 billion, a 20.5% year-over-year increase driven by subscription sales, and announced a $5 billion expansion of its share repurchase program while shares traded near a 52-week low.
3. Analyst Valuation and Price Target Adjustments
Morgan Stanley highlighted a 33% drop in software multiples since October 2025 as a buying opportunity for established AI vendors like ServiceNow, while Truist cut its price target on the stock to $175 from $240 but reaffirmed a Buy rating, citing shifting seat-based deployment strategies.