NOWSoftware & ITservicenow.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.96B | $3.09B | $3.21B | $3.41B | $3.57B | $3.77B | $3.99B | $4.11B | ▲ +20.5% |
| Gross profit | $2.33B | $2.44B | $2.49B | $2.63B | $2.73B | $2.83B | $2.82B | $2.90B | ▲ +10.0% |
| Operating income | $374.00M | $451.00M | $358.00M | $572.00M | $443.00M | $503.00M | $162.00M | $385.00M | ▼ -32.7% |
| Net income | $384.00M | $460.00M | $385.00M | $502.00M | $401.00M | $469.00M | $298.00M | $277.00M | ▼ -44.8% |
| R&D | $668.00M | $703.00M | $734.00M | $750.00M | $773.00M | $823.00M | $915.00M | $956.00M | ▲ +27.5% |
| EPS (diluted) | — | 0.44 $ | 0.37 $ | 0.48 $ | — | 0.45 $ | 0.29 $ | 0.27 $ | ▼ -43.7% |
| Margins (% of revenue) | |||||||||
| Gross | 78.7 % | 78.9 % | 77.5 % | 77.3 % | 76.6 % | 75.1 % | 70.7 % | 70.5 % | ▼ -6.8 pt |
| Operating | 12.6 % | 14.6 % | 11.1 % | 16.8 % | 12.4 % | 13.3 % | 4.1 % | 9.4 % | ▼ -7.4 pt |
| Net | 13.0 % | 14.9 % | 12.0 % | 14.7 % | 11.2 % | 12.4 % | 7.5 % | 6.7 % | ▼ -8.0 pt |
| Balance sheet | |||||||||
| Assets | $20.38B | $20.97B | $22.05B | $21.79B | $26.04B | $24.38B | $31.67B | $31.83B | ▲ +46.1% |
| Liabilities | $10.77B | $10.83B | $11.12B | $10.49B | $13.07B | $12.65B | $19.15B | $18.73B | ▲ +78.6% |
| Equity | $9.61B | $10.14B | $10.93B | $11.30B | $12.96B | $11.73B | $12.52B | $13.10B | ▲ +15.9% |
| Cash | $2.30B | $3.37B | $3.12B | $2.73B | $3.73B | $2.70B | $2.50B | $2.39B | ▼ -12.2% |
| Capital | |||||||||
| Shares outstanding | 206.00M | 207.00M | 208.00M | 208.00M | 1.05B | 1.03B | 1.03B | 1.04B | ▲ +399.0% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.