ServiceNow (NOW) Q3 2025 Earnings Report: $4.82 EPS Beat, Stock Split, and AI Platform Dominance скачать в хорошем качестве

ServiceNow (NOW) Q3 2025 Earnings Report: $4.82 EPS Beat, Stock Split, and AI Platform Dominance

ServiceNow, the **AI platform for business transformation**, has delivered an exceptional Q3 2025, exceeding guidance across all topline growth and profitability metrics. Chairman and CEO Bill McDermott confirmed that this performance is the clearest demonstration that ServiceNow is the **AI platform for business transformation**, noting that leaders trust the proven platform as the core of their technology estate. *Key Financial Highlights and Corporate News* The company reported Non-GAAP earnings per diluted share of *$4.82**, significantly beating the analyst estimate of $4.26. Total revenues reached **$3,407 million* (GAAP), with Subscription revenues rising *21.5% year-over-year* to $3,299 million in Q3 2025. ServiceNow also announced major corporate developments: The Board of Directors authorized a *five-for-one split* of the company’s common stock. This action is subject to shareholder approval at a Special Meeting scheduled for December 5, 2025. The company raised its *full-year 2025 guidance* for subscription revenue, operating margin, and free cash flow. Full-year Non-GAAP Free Cash Flow Margin is now expected to reach **34%**. Remaining Performance Obligations (RPO) reached **$24.3 billion**, representing 24% year-over-year growth. The company continued its focus on high-value customers, ending the quarter with *553 customers with more than $5 million in ACV* (18% Y/Y growth). *AI and Innovation Leadership* CFO Gina Mastantuono highlighted that Q3 was an *exceptional quarter* driven by key growth vectors including **Now Assist, U.S. Federal, Workflow Data Fabric, and RaptorDB**, all performing ahead of plan. ServiceNow is accelerating its AI offerings: The company unveiled **AI Experience**, a new user interface (UI) designed as a context-aware, multimodal environment that unites people, data, and workflows with built-in governance and security. The *Zurich platform release* delivered breakthrough innovations for secure, scalable AI systems, including new developer tools enabling secure vibe coding with natural language. ServiceNow deepened its partnership with **NVIDIA**, introducing **Apriel 2.0**, a next-generation AI model, and integrating with NVIDIA AI Factory reference architectures to deliver out-of-the-box AI agents. *Strategic Partnerships and Market Expansion* ServiceNow secured critical partnerships and expanded its global reach during Q3 2025: *Government Modernization:* A landmark *OneGov agreement* was announced with the U.S. General Services Administration (GSA) to power AI-first modernization for government agencies, simplifying licensing for the ServiceNow AI Platform. *Logistics & Supply Chain:* Collaboration with *FedEx Dataworks* was announced to build AI-powered supply chain workflows that integrate FedEx Dataworks’ global logistics intelligence with the ServiceNow AI Platform. *Global Recognition:* ServiceNow was named a Leader across multiple Gartner Magic Quadrant reports, including in *Business Orchestration and Automation Technologies* and **AI Applications in IT Service Management**. --- *Watch the full video for a deep dive into ServiceNow’s record-breaking financial performance, platform innovation, and strategic outlook for 2026!* *Investor Resources:* Q3 2025 Earnings Release Date: October 29, 2025 Conference Call Details: The call took place on October 29, 2025. --- *#ServiceNow #NOWEarnings #StockSplit #AIPlatform #Q32025 #FinancialResults #TechNews #CloudComputing #ArtificialIntelligence #BillMcDermott #cRPO #RPO #NowAssist #DigitalTransformation #GSA #NVIDIA #FedExDataworks*