servicenow 2025年季度报告

Washington, D.C. 20549 FORM10-Q (Mark One) OR Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934Commission File Number:001-35580 SERVICENOW,INC. (Exact name of Registrant as specified in its charter) 20-2056195(I.R.S. EmployerIdentification Number) Delaware(State or other jurisdiction ofincorporation or organization) ServiceNow, Inc.2225 Lawson LaneSanta Clara,California95054(Address, including zip code, of Registrant’s principal executive offices) (408)501-8550(Registrant’s telephone number, including area code) Not Applicable (Former name, former address and formal fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Trading SymbolNOW Name of each exchange on which registeredThe New York Stock Exchange Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days:Yes☒No☐ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit such files).Yes☒No☐ Table of Contents Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of September 30, 2025, there were approximately208millionshares of the Registrant’s Common Stock outstanding. TABLE OF CONTENTS PART I Item 1.Financial Statements1Condensed Consolidated Balance Sheets as ofSeptember30, 2025 and December 31, 20241Condensed Consolidated Statements of Comprehensive Income for the Three andNineMonths EndedSeptember30, 2025 and 20242Condensed Consolidated Statements of Stockholders’ Equity for the Three andNineMonths EndedSeptember30, 2025 and 20244Condensed Consolidated Statements of Cash Flows for theNineMonths EndedSeptember30, 2025 and20245Notes to Condensed Consolidated Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations22Item 3.Quantitative and Qualitative Disclosures About Market Risk33Item 4.Controls and Procedures34 PART II Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 5.Other InformationItem 6.ExhibitsSignatures 353535363738 SERVICENOW, INC.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY(in millions, except number of shares which are reflected in thousands) (unaudited) SERVICENOW, INC.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(unaudited) Unless the context requires otherwise, references in this report to “ServiceNow,” the “Company,” “we,” “us,” and “our” refer toServiceNow, Inc. and its consolidated subsidiaries. (1)Description of the Business ServiceNow was founded on a simple premise: to make work flow better. Our intelligent platform, the Now Platform, is a cloud-basedsolution that helps enterprises and organizations across public and private sectors digitize workflows, in line with our purpose of making theworld work better for everyone. Our workflow applications built on the Now Platform are organized along four primary areas: Technology,CRM and Industry, Core Business and Creator. The products under each of our workflows help customers connect, automate and empowerwork across systems and silos to enable great outcomes for businesses and great experiences for people. The Now Platform is the AIplatform for digital transformation. As the foundation for how we deliver our cross-enterprise digital workflows, the Now Platformorchestrates work across our customers’ cloud platforms and systems of choice, allowing them to get work done regardless of their currentand future preferred systems of record and collaboration platforms. (2)Summary of Significant Accounting Policies Basis of Presentation The accompanying unaudited condensed consolidated financial statements and condensed footnotes have been prepared in accordancewith the applicable rules and regulations of the Securities and Exchange Commission (the “SEC”) regarding