Product and Service Offerings - ServiceNow's Now Platform connects workflows across siloed organizations, enhancing productivity and user experience[12]. - ServiceNow's IT Service Management (ITSM) remains a market leader, providing capabilities such as predictive intelligence and performance analytics[25]. - The Now Platform integrates with customers' cloud platforms, enabling seamless workflows and enhancing automation through AI and machine learning[22]. - ServiceNow's ESG Management solution helps customers streamline data collection and automate reporting, supporting their environmental, social, and governance goals[32]. - The company offers industry-specific solutions for sectors like financial services, healthcare, and public sector, addressing unique operational needs[36]. - The Now Platform's App Engine allows for low-code application development, enabling rapid deployment of custom applications across enterprises[42]. - The Automation Engine enhances workflow automation by integrating third-party products and leveraging robotic process automation capabilities[43]. - ServiceNow's Technology Workflows unify IT, risk management, and security operations, optimizing IT costs and improving service delivery[24]. Customer Base and Market Expansion - The company has expanded its customer base, with many organizations adopting multi-year digital transformation plans involving additional ServiceNow products[18]. - As of December 31, 2022, the company had approximately 7,700 enterprise customers across various industries, with an increasing portion of revenues generated from government customers[56]. - The company continues to expand its sales capabilities in new geographies and plans to increase investments in existing locations to achieve scale efficiencies[54]. - Sales outside of North America accounted for 35% of total revenues in 2022, down from 36% in 2021, indicating a need for increased international market penetration[95]. - The company has begun offering an EU-centric services delivery model, requiring significant investment in financial and human resources[88]. Financial Performance - Total revenues for the year ended December 31, 2022, reached $7.245 billion, a 23% increase from $5.896 billion in 2021[206]. - Subscription revenues for the year ended December 31, 2022, increased by $1.3 billion to $6.891 billion, a 24% increase compared to the prior year[206]. - Professional services and other revenues rose by $31 million to $354 million, reflecting a 10% increase year-over-year[209]. - The company defines free cash flow as GAAP net cash provided by operating activities minus purchases of property and equipment, indicating business performance strength[177]. - Free cash flow for the year ended December 31, 2022, was $2,173 million, compared to $1,799 million in 2021 and $1,367 million in 2020[179]. Research and Development - Significant investments in research and development are ongoing to enhance platform capabilities, user experience, and develop new technologies, with a focus on automation and machine intelligence[57][58]. - The company made strategic acquisitions in 2022 to enhance capabilities in observability, AI, and real-time process execution, aiming to expand its product reach[59]. Employee and Workplace Culture - The company has been recognized in 2022 by Fortune and Glassdoor for its strong workplace culture, reflecting its commitment to employee engagement and satisfaction[71]. - As of December 31, 2022, the company employed 20,433 full-time employees, with 10,960 in the United States and 9,473 internationally[79]. - The company emphasizes diversity, equity, and inclusion through various initiatives, including the establishment of a Diversity Advisory Council and support for multiple Belonging Groups[72]. - The company has implemented a flexible working environment, with the majority of employees expected to work in the office three days or fewer per week, enhancing talent attraction and retention[77]. - The company offers a comprehensive benefits package that includes physical, emotional, and financial wellness programs, along with additional "Wellbeing Days" for employees[78]. Risks and Challenges - The company faces intense competition in the enterprise cloud solutions market, with increasing pressure from both established and new entrants[90]. - The company recognizes that its operating results may vary significantly from period to period, impacting stock price volatility[89]. - The company faces risks related to government procurement processes, which can be lengthy and subject to political influence, impacting sales opportunities[100]. - Compliance with complex regulations in heavily regulated industries is essential, as failure to meet these requirements could limit business expansion[105]. - Cybersecurity threats have increased, with the company facing risks from sophisticated attacks that could disrupt operations and harm customer data[113]. - Natural disasters and climate change pose risks to the company's operations, potentially leading to significant expenses and disruptions[111]. Future Outlook - The company expects its revenue growth rate to decline over the long term due to increasing competition and market conditions[136]. - The company expects subscription revenues to increase in absolute dollars for the year ending December 31, 2023, driven by new customer additions and increased usage[207]. - Professional services and other revenues are expected to decrease in absolute dollars for the year ending December 31, 2023, as the company focuses on internal professional services[209]. Intellectual Property and Legal Matters - The company has over 2,000 U.S. and foreign patents and more than 700 pending patent applications as of December 31, 2022, reflecting its commitment to protecting intellectual property[62]. - The company may incur substantial costs and attorney's fees in IP litigation, which could adversely affect its financial condition and operating results[128]. - The company faces risks related to the validity and enforceability of its intellectual property rights, which may not provide a competitive advantage[126]. Economic and Market Conditions - Global economic conditions, including inflation and interest rates, have significantly impacted the company's business, revenues, and profitability[143]. - The U.S. inflation rate has recently increased to levels not seen in decades, leading to federal actions that affect capital markets and potentially harm the company's financial condition[143]. - The company's stock price is likely to remain volatile, influenced by factors such as economic uncertainty, geopolitical destabilization, and changes in management[146].

ServiceNow, Inc. (NYSE:NOW) Q4 2022 Earnings Conference Call January 25, 2023 5:00 PM ET Company Participants Darren Yip - Head, IR William McDermott - Chairman, CEO & President Gina Mastantuono - CFO CJ Desai - COO Conference Call Participants Brad Zelnick - Deutsche Bank Raimo Lenschow - Barclays Bank Sterling Auty - MoffettNathanson Aleksandr Zukin - Wolfe Research Brad Reback - Stifel, Nicolaus & Company Kasthuri Rangan - Goldman Sachs Group Peter Weed - Bernstein Mark Murphy - JPMorgan Chase & Co. Keit ...

ServiceNow, Inc. (NYSE:NOW) Barclays Global Technology, Media and Telecommunications Conference Call December 8, 2022 6:40 PM ET Company Participants Gina Mastantuono - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Hey, Gina. Great to see you again. Gina Mastantuono Nice to see you. Thanks for having me, Raimo. Raimo Lenschow And it's interesting like it's -- the given the macro environment??? Gina Mastantuono No. Raimo Lenschow No. I know, like, that's the th ...

ServiceNow, Inc. (NYSE:NOW) Credit Suisse 26th Annual Technology Conference November 30, 2022 4:20 PM ET Company Participants CJ Desai - Chief Operating Officer Conference Call Participants Philip Winslow - Credit Suisse Philip Winslow All right. Welcome everyone to the 26th Annual Credit Suisse Technology Conference. My name is Phil Winslow, one of the software analysts here. Excited to have long time friend CJ Desai from ServiceNow joining us, also one of my long-time favorite stock. So this is going to b ...

ServiceNow, Inc. (NYSE:NOW) RBC Capital Markets 2022 Technology, Internet, Media and Telecommunications Conference November 15, 2022 11:45 AM ET Company Participants Bill McDermott - Chairman and Chief Executive Officer Conference Call Participants Derek Neldner - CEO and Group Head, RBC Capital Markets Operator Good afternoon. Please welcome CEO and Group Head, RBC Capital Markets, Derek Neldner; and Chairman and Chief Executive Officer of ServiceNow, Bill McDermott. Derek Neldner Good afternoon, everybody ...

ServiceNow, Inc. (NYSE:NOW) Q3 2022 Earnings Conference Call October 26, 2022 5:00 PM ET Company Participants Darren Yip - Vice President, Head of Investor Relations Bill McDermott - Chairman, President & Chief Executive Officer Gina Mastantuono - Chief Financial Officer Conference Call Participants Samad Samana - Jefferies Philip Winslow - Credit Suisse Sterling Auty - MoffettNathanson Keith Weiss - Morgan Stanley Matthew Hedberg - RBC Capital Markets Alex Zukin - Wolfe Research Kash Rangan - Goldman Sac ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 001-35580 SERVICENOW,INC. (Exact name of Registrant as specified in its charter) Delaware 20-2056195 (State or other jurisdiction of incorporat ...

ServiceNow, Inc. (NYSE:NOW) Q2 2022 Earnings Conference Call July 27, 2022 5:00 PM ET Company Participants Darren Yip - Vice President, Head of Investor Relations Billy McDermott - President & Chief Executive Officer Gina Mastantuono - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Brad Zelnick - Deutsche Bank Raimo Lenschow - Barclays Tyler Radke - Citi Phil Winslow - Credit Suisse Michael Turrin - Wells Fargo Securities Keith Weiss - Morgan Stanley Keith Bachman - Bank of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2022 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 001-35580 SERVICENOW,INC. (Exact name of Registrant as specified in its charter) Delaware 20-2056195 (State or other jurisdiction of incorporation o ...

Ladies and gentlemen, thank you for standing by and welcome to the ServiceNow first quarter 2022 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, please press star followed by the number one on your telephone keypad. If you would like to withdraw your question, again, press star one. Thank you. Darren Yip, Vice President of Investor Relations, you ...