ServiceNow reported adjusted earnings of $0.92 per share for the quarter ended December 2025, surpassing consensus estimates of $0.87. Revenue reached $3.57 billion, up 20.5% from $2.96 billion year-over-year and ahead of the $3.53 billion projection. Net income rose to $401 million, or $0.38 per share, compared with $384 million, or $0.37 per share, in the prior year. The company’s subscription revenue growth accelerated by more than 19%, driven by strong adoption of its AI-enabled workflow tools across enterprise customers.

For the first quarter of fiscal 2026, ServiceNow guided subscription revenues between $3.65 billion and $3.66 billion, and for the full year 2026 it projects subscription revenues of $15.53 billion to $15.57 billion. The board approved a $5 billion share repurchase program, with approximately $2 billion earmarked for buybacks in the coming weeks. Management anticipates the recent acquisition of Moveworks will contribute about 100 basis points to subscription revenue growth and backlog in both Q1 and full-year results.

ServiceNow strengthened its AI ecosystem through two strategic partnerships. In January 2026, Fiserv committed to scaling ServiceNow’s Now Assist for Financial Services Operations and IT Service Management, aiming to improve incident resolution times and operational resilience across a global payments provider’s infrastructure. Simultaneously, ServiceNow entered a multi-year agreement with AI research lab Anthropic, making Claude models the default for its AI agent builder and deploying Claude-based code assistance to 29,000 employees. This multi-model approach reinforces the platform’s flexibility and is expected to accelerate customer adoption of AI-driven workflows.