What ServiceNow's Quarter ended Sep 30, 2026 10-Q says: 4 signals
ServiceNow filed its latest 10-Q with the SEC on Oct 28, 2026. It discusses backlog growth, layoffs and platform strategy.
Public (NOW)Software Development10,000+ employeesservicenow.comLinkedIn
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What changed at ServiceNow this week? Use Autobound signals for servicenow.com.- Filed
- Oct 28, 2026
- Period
- Quarter ended Sep 30, 2026
- Filings
- 3
- Signals
- 20
Source: Autobound Signal API · 140 signals tracked for ServiceNow · updated
10-Q · latest 10
What ServiceNow's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 30, 2026
Filed · 4 signals
ServiceNow combines its Security Operations on the ServiceNow AI Platform with Armis' cyber asset intelligence and Veza's identity governance capabilities to provide automated risk responses and workflow integration.
artificial intelligencecloudServiceNow AI Platformdata fabric
Remaining performance obligations grow 22% year-over-year to $29.7 billion
As of September 30, 2026, remaining performance obligations reached $29.7 billion, up 22% year-over-year, with cRPO growing 20% to represent 46% of the total.
$29.7B
RPO as of September 30, 2026
22%
RPO increase compared to September 30, 2025
ServiceNow records $87 million in employee severance costs during Q3 2026
ServiceNow recorded total employee severance and related costs of $87 million in Q3 2026 and $167 million for the nine months ended September 30, 2026 as it streamlined organizational functions.
$87M
employee severance and related costs recorded during the three months ended September 30, 2026
AI
- SEC EDGAR
10-Q
Filed · 8 signals
ServiceNow completes massive Armis Security acquisition as part of aggressive M&A strategy
ServiceNow's recent acquisition of Armis Security, funded by an $8.7B cash outlay and billions in new debt, highlights an aggressive M&A strategy that also includes recent deals for Veza, Moveworks, and Logik.io.
$8.7B
increase in cash used for business combinations in H1 2026
ServiceNow
ServiceNow's M&A spree includes Armis & Veza, funded by $4B+ in new debt.
A rapid series of acquisitions (Armis Security, Veza, Moveworks) is creating significant pressure to integrate disparate technology stacks and business processes.
$8.7B
increase in cash used in business combinations for the six months ended June 30, 2026
Armis Security Ltd.Veza Technologies Inc.Moveworks Inc.Logik.io Inc.
In Q2 2026, the company issued $4B in senior notes and secured a $4B term loan and a $3B credit facility to finance its acquisition of Armis Security.
$7B
Aggregate principal of new senior notes ($4B) and new unsecured revolving credit facility ($3B). A separate $4B term loan was also secured and repaid.
cloud servicesArmis Security Ltd.U.S. Bank Trust Company, National AssociationJPMorgan Chase Bank, N.A.
ServiceNow's M&A spending surged by $8.7B, driven by multiple technology acquisitions.
Cash used for business combinations increased by $8.7 billion year-over-year, including the major acquisition of Armis Security and smaller tuck-ins like Veza and Moveworks.
$8.7B
Increase in cash used in business combinations for the six months ended June 30, 2026.
AIArmis Security Ltd.Veza Technologies Inc.Moveworks Inc.
The creation of a C-level role combining "People" (HR) and "AI Enablement" indicates a top-down mandate to leverage AI across the workforce.
AI
ServiceNow establishes $6B in new credit facilities to build capital platform for future growth
In April 2026, ServiceNow established a $3.0B revolving credit facility and a $3.0B commercial paper program, creating a massive new capital 'platform'.
$6B
Total new liquidity programs established (revolving credit facility and commercial paper program)
ServiceNow
Operating cash flow decreased by $136M YoY due to costs from recent business combinations.
ServiceNow's operating cash flow for the first half of 2026 declined to $2.26B from $2.39B a year prior, a drop explicitly attributed to higher costs related to its M&A activity.
$-136M
Year-over-year decrease in net cash provided by operating activities for the six months ended June 30.
Earlier 10-Q filings
- 10-QFiled · 8 signalsSEC EDGAR
Showing 10 of 20 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
ServiceNow earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue and profitability guidance significantly.The company raised its 2025 subscription revenue guidance by $55M and its operating margin target by 50 basis points, signaling strong financial health and confidence. This outperformance indicates available budget for new strategic investments. | |
| Aggressively targeting legacy CRM market with new AI-powered solutions.Leadership explicitly identified the legacy CRM market as a major growth vector, positioning its AI platform as a modern alternative to a 'sprawling mess of instances and silos.' This strategic push requires significant investment in sales, marketing, and product development to compete. | |
| Security and risk business crossed $1 billion ACV threshold.The combined security and risk business is now the company's fifth billion-dollar business, demonstrating significant investment and customer focus in this area. This creates opportunities for complementary security, risk, and compliance technology vendors. | |
| Actively targeting legacy CRM market for disruption with AI platformExecutives explicitly identified legacy CRM deployments as a 'sprawling mess' and a key market they are targeting for disruption. This indicates a major GTM focus and investment in sales and marketing resources to compete in the CRM space. | |
| Investing in 'forward deployed engineers' with AI black belt expertise.The company is building a specialized team of 'AI black belt' engineers to co-innovate with customers and accelerate AI adoption. This indicates strategic hiring and investment in high-skilled technical talent to support their most advanced product offerings. | |
| Shifting workloads to hyperscalers to rationalize data center spend.The company is actively moving its own workloads to public cloud providers (hyperscalers) to reduce data center CapEx. This strategic shift indicates ongoing investment in cloud infrastructure, optimization, and management tools. |
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .