Company facts
- Industry
- Services-Prepackaged Software
- Headquarters
- Santa Clara, California
- Most recent report
- 10-Q, filed Oct 28, 2026
- Incorporated
- Delaware
- Filings on record
- 1,005+ filings
- On EDGAR
- CIK 1373715
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 16
News 8 of 34
Prospectuses and Registrations 8 of 18
- S-8 Registration statement for an employee plan Aug 20, 2026
- S-8 Registration statement for an employee plan Jul 22, 2026
- S-8 Registration statement for an employee plan Jul 22, 2026
- 424B2 Prospectus supplement for an offering May 13, 2026
- FWP Free writing prospectus May 12, 2026
- 424B2 Prospectus supplement for an offering May 12, 2026
- S-8 Registration statement for an employee plan Apr 20, 2026
- S-8 Registration statement for an employee plan Mar 2, 2026
Proxies 8 of 19
- DEFA14A Extra proxy material May 11, 2026
- DEFA14A Extra proxy material Apr 6, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 6, 2026
- DEFR14A Nov 12, 2025
- DEF 14A Proxy statement for a shareholder vote Nov 12, 2025
- PRE 14A Preliminary proxy statement Oct 29, 2025
- PX14A6G Shareholder's own proxy material May 12, 2025
- DEFA14A Extra proxy material May 8, 2025
Ownership 8 of 899
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Sep 1, 2026
Other 8 of 19
What to read: Sep 2026 10-Q
SECSift found 4 of 11 sections worth reading, with 0 positive, 12 notable, and 1 negative flags.
Financial Statements (Item 1)
Massive acquisition spend, debt raise, and severance program reshape balance sheet and cash flows.Notable- Issued $4.0B in new senior notes in May 2026, with rates from 4.25% to 6.30%.
- Established $3.0B revolving credit facility and $3.0B commercial paper program in April 2026.
- Unvested RSUs have $4.2B unrecognized compensation cost, with weighted-average vesting of ~3 years.
- Recorded $167M severance in 9M 2026 for workforce optimization leveraging AI efficiencies.
- DOJ investigation ongoing over hiring of former U.S. Army CIO; COO resigned in July 2024.
Management's Discussion (Item 2)
MD&A with detailed financial results, key metrics, and significant capital events.Market Risk (Item 3)
New $4.0B debt and $3.0B credit facility in Q2 2026; material market risk change.Other Information (Item 5)
CEO gets $50M retention grant; CFO adopts 10b5-1 plan for 30K shares.Notable- Director Chamberlain adopts 10b5-1 plan on Aug 27, 2026, to sell up to 2,700 shares.
- CFO Mastantuono adopts 10b5-1 plan on Aug 28, 2026, to sell up to 30,000 shares.
- CEO McDermott gets $50M retention grant, back-loaded vesting through 2029.
- Leadership Awards total $126.55M for 5 named executives, vesting 25/35/40% through 2029.
What changed: Sep 2026 vs. Jun 2026
About 9% of NOW's Sep 2026 10-Q is new information. 26 paragraphs were added, 144 changed, and 34 removed. Below are the most important lines SECSift identified.
Changed
- Commercial paper outstanding $2.1B at Sep 30, 2026, same as Jun 30, 2026, but weighted-average rate rose to 4.05% from 3.98%.
- Income from operations dropped to $385M from $572M for the three months ended September 30, 2026 vs 2025.
- Net income fell to $277M from $502M for the three months ended September 30, 2026 vs 2025.
- Interest expense rose to $81M from $6M for the three months ended September 30, 2026 vs 2025.
- Trading plan adopters changed: prior had only Jacqueline Canney; current has Paul Chamberlain and Gina Mastantuono.
Removed
- Prior filing's trading plan by Jacqueline Canney for up to $500,000 shares and 52,422 RSUs is gone.
- Removed 7 debt-related exhibits: Indenture, Supplemental Indenture, and 5 Forms of Notes for bonds due 2028-2056.
- Removed Credit Agreement dated April 1, 2026, and Commercial Paper Dealer Agreement dated April 1, 2026.
- Removed Term Loan Credit Agreement dated April 17, 2026, and Amended and Restated 2021 Equity Incentive Plan.
Everything here comes from ServiceNow, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.