当前位置:首页 >财报库 > 报告详情

Servicenow Inc(NOW)2025年第四季度及全年财务业绩报告「NYSE」(英文版)(16页).pdf

上传人: 1****1 编号:1098257 2026-01-29 16页 297.13KB

下载:

1、ServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results;Board of Directors Authorizes Additional$5B for Share Repurchase ProgramServiceNow exceeds guidance across all Q4 2025 topline growth and profitability metricsSubscription revenues of$3,466 million in Q4 2025,representing 21%year

2、-over-year growth,19.5%in constant currencyTotal revenues of$3,568 million in Q4 2025,representing 20.5%year-over-year growth,19.5%in constant currencyCurrent remaining performance obligations of$12.85 billion as of Q4 2025,representing 25%year-over-year growth,21%in constant currencyRemaining perfo

3、rmance obligations of$28.2 billion as of Q4 2025,representing 26.5%year-over-year growth,22.5%in constant currencyNow Assist net new ACV in Q4 2025 more than doubled year-over-yearServiceNow Board authorizes additional$5 billion under share repurchase program with the primary objective of managing t

4、he impact of dilution;ServiceNow plans imminent$2 billion accelerated share repurchaseSANTA CLARA,Calif.-January 28,2026-ServiceNow(NYSE:NOW),the AI control tower for business reinvention,today announced financial results for its fourth quarter ended December 31,2025,with subscription revenues of$3,

5、466 million in Q4 2025,representing 21%year-over-year growth and 19.5%in constant currency.“ServiceNow significantly beat Q4 expectations,accelerated net new business,and issued exceptional guidance for 2026,”said ServiceNow Chairman and CEO Bill McDermott.“We had substantial growth in licensed user

6、s,workflows,and transactions on our platform.With our consistent Rule of 55+profile,there is no AI company in the enterprise better positioned for sustainable profitable revenue growth than ServiceNow.We are building the AI control tower for business reinvention so enterprises can operate securely i

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **财务表现**:Q4 2025订阅收入34.66亿美元(同比+21%),总收入35.68亿美元(同比+20.5%);全年订阅收入128.83亿美元(同比+21%)。 2. **增长指标**:cRPO达128.5亿美元(同比+25%),RPO达282亿美元(同比+26.5%);Q4百万美元级ACV交易244笔(同比+40%)。 3. **AI业务**:Now Assist净新增ACV同比翻倍;与Anthropic、OpenAI等深化AI合作,收购Armis和Veza强化安全布局。 4. **资本回报**:董事会新增50亿美元股票回购计划,计划立即启动20亿美元加速回购;5:1拆股生效。 5. **2026指引**:全年订阅收入目标155.3-155.7亿美元(同比+20.5%-21%),运营利润率目标32%。
**AI增长动力?** **财报亮点何在?** **回购计划影响?**
客服
商务合作
小程序
服务号
折叠