SEC EDGAR · Oct 28, 09:12 PM UTC
ServiceNow subscription revenue rises 21% to $3.99B on new and existing customer purchases
Historical operation · Retained
“Subscription revenues increased by $689 million and $2,119 million for the three and nine months ended September 30, 2026, respectively, compared to the three and nine months ended September 30, 2025, primarily driven by increased purchases by new and existing customers.”
Quoted source · 7 source segments
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Model assessment
ServiceNow's Form 10-Q reports subscription revenues of $3,988 million for Q3 2026 versus $3,299 million a year earlier, a $689 million (21%) increase driven by purchases from new and existing customers, with total revenues up 21% to $4,106 million. The filing also shows gross margin compression (total gross profit 71% vs 77%) and higher interest expense, but these are routine reported results rather than a discrete new catalyst or impaired-fundamentals event. With no fresh prior system signal, the evidence supports no directional operation.
7 exact filing citations