What ServiceNow's latest 10-Q says: 8 signals
ServiceNow filed its latest 10-Q with the SEC on Jul 22, 2026. It discusses acquisition completed, AI investment and capex increase.
Public (NOW)Software Development10,000+ employeesservicenow.comLinkedIn
- Filed
- Jul 22, 2026
- Filings
- 2
- Signals
- 16
10-Q · latest 10
What ServiceNow's 10-Q filings say
- 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.
- SEC EDGAR
10-Q
Filed · 8 signals
cybersecurityArmis Security Ltd.
ServiceNow's Chief People Officer role expands to 'Chief People and AI Enablement Officer'.
The title of executive Jacqueline Canney is now 'Chief People and AI Enablement Officer', signaling a top-down strategic mandate to integrate AI across the workforce and business functions.
AI
Company secured a new $2.0B term loan facility on April 17, 2026 to fund M&A activity.
ServiceNow is taking on a significant new debt obligation to finance its acquisition of Armis Security.
$2B
New senior unsecured 364-day term loan facility
ServiceNow
Showing 10 of 16 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. |
Signal API · MCP
Track ServiceNow with the Signal API
One POST /v1/companies/enrich call with servicenow.com returns ServiceNow 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"servicenow.com","signal_types":["sec-10q"],"limit":20}'Same industry
10-Q at related companies
Questions about ServiceNow 10-Q
When did ServiceNow file its latest 10-Q?
What did ServiceNow disclose in its latest 10-Q?
What did ServiceNow say on its recent earnings calls?
Where can I read ServiceNow's 10-Q filing?
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 .