NOWServiceNow
ServiceNow delivers solutions that help public and private organizations govern, secure and manage artificial intelligence and digitalize and streamline workflows to drive collaboration, productivity and better experiences across the enterprise. 10-K, Item 1
- Headquarters
- Santa Clara, CA
- CEO
- William R. McDermott
- Next results
- around Jan 27, 2027
What changed
10-K filed Jan 29, 2026 against Jan 30, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 4 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Critical audit matters changed | New this year: Acquisition of Moveworks, Inc. - Valuation of Developed Technology (“As described in Notes 2 and 5 to the consolidated financial statements, on December 15, 2025, the Company acquired all outstanding shares of Moveworks, Inc. (Moveworks) for total purchase consideration of $2.4 billion. Of the acquired intangible assets recorded, $505 million related to Moveworks’ de”). Same as last year: Revenue Recognition - Subscription Revenue | 10-K · XBRL |
| Accounting checks | 9 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 3 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Jan 29, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-01-30. Quoted as filed.
Further, to remain competitive, we may make significant investments in changing how we offer our products or services. These changes could include, among others, bundling certain products and services, modifying service delivery methods, or altering pricing models, such as incorporating more consumption-based pricing components into our…
10-K, Item 1A
Accounting checks
latest 10-K9 of 10 clear 1 worth a look. Checks, not verdicts.
- !Critical audit matters changedNew this year: Acquisition of Moveworks, Inc. - Valuation of Developed Technology (“As described in Notes 2 and 5 to the consolidated financial statements, on December 15, 2025, the Company acquired all outstanding shares of Moveworks, Inc. (Moveworks) for total purchase consideration of $2.4 billion. Of the acquired intangible assets recorded, $505 million related to Moveworks’ de”). Same as last year: Revenue Recognition - Subscription Revenue
- ✓Receivables +17.3% vs revenue +20.9% (-3.6 pts)
- ✓Cash from operations $5.4B vs net income $1.7B (FY ending 2025-12-31)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 28, 20268-K Quarterly results (amended) 8-K item 2.02
- Oct 28, 20268-K Quarterly results 8-K item 2.02
- Oct 28, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Work on NOW in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/NOW/export.csv") into a cell.