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ServiceNow10-Q: Capex increase

ServiceNow's M&A spending surged by $8.7B, driven by multiple technology acquisitions.

What happened

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.

Source

SEC EDGARJul 22, 2026

Quarterly report (Form 10-Q)

ServiceNow 10-Q

Filing excerpt

Net cash used in investing activities was $7,105 million for the six months ended June 30, 2026 compared to $640 million for the six months ended June 30, 2025. The net increase in cash used in investing activities was primarily due to a $8,700 million increase in cash used in business combinations...

sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 22, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$8.7B (Increase in cash used in business combinations for the six months ended June 30, 2026.)

Details

CIK
1373715
Accession number
0001373715-26-000076
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI

Vendors

  • Armis Security Ltd.
  • Veza Technologies Inc.
  • Moveworks Inc.
  • Logik.io Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Jul 28, 2026
signal_type
sec-10q
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1bdd50ee-d7c5-43a0-9df5-378247c78010 returns this record as JSON. POST /v1/companies/enrich returns every signal for servicenow.com.

{
  "signal_id": "1bdd50ee-d7c5-43a0-9df5-378247c78010",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-07-28T07:03:55.306+00:00",
  "company": {
    "name": "ServiceNow",
    "domain": "servicenow.com"
  },
  "data": {
    "detail": "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. This aggressive acquisition strategy creates urgent needs for platform consolidation, data integration, and harmonizing disparate business processes and IT systems.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Increase in cash used in business combinations for the six months ended June 30, 2026.",
      "dollar_millions": 8700
    },
    "summary": "ServiceNow's M&A spending surged by $8.7B, driven by multiple technology acquisitions.",
    "excerpts": "Net cash used in investing activities was $7,105 million for the six months ended June 30, 2026 compared to $640 million for the six months ended June 30, 2025. The net increase in cash used in investing activities was primarily due to a $8,700 million increase in cash used in business combinations...",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000076/now-20260630.htm",
    "filing_date": "2026-07-22",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "vendors_mentioned": [
      "Armis Security Ltd.",
      "Veza Technologies Inc.",
      "Moveworks Inc.",
      "Logik.io Inc."
    ],
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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