ServiceNow, Inc. (NOW)

ServiceNow's stock has experienced an upward trend in the past six months, but its year-to-date performance shows a decrease. Key events impacting the stock include the Q2 2025 earnings report, which showed strong financial results and led to a share price increase. ServiceNow announced plans to acquire data.world to enhance AI agent understanding and data governance. The company repurchased shares as part of its share repurchase program. Several analysts have reiterated positive ratings and raised price targets. Company insiders have sold shares of company stock.

ServiceNow's revenue demonstrates consistent year-over-year growth, but there are seasonal fluctuations in its accounts receivable. Accounts receivable tend to spike in the fourth quarter of each year before declining in the subsequent quarters. This pattern suggests a recurring buildup of receivables at year-end, potentially linked to billing cycles or customer payment behavior. ServiceNow's demand management strategies focus on anticipating these shifts and making data-driven decisions regarding resources.

ServiceNow, Inc. is a software company specializing in a cloud computing platform for managing and automating digital workflows. The company operates in the Technology sector, focusing on Business/Productivity Software and Packaged Software. ServiceNow offers the Now Platform, an AI-powered platform for digital transformation, incorporating machine learning, robotic process automation, process mining, analytics, and low-code/no-code development tools. The platform supports Technology, Customer and Industry, Employee, and Creator Workflows. ServiceNow's solutions are utilized across diverse industries globally, including healthcare, finance, logistics, retail, telecommunications, media and technology, manufacturing, energy and utilities, and life sciences.

ServiceNow has a global presence with offices and data centers across the Americas, EMEA, and APJ regions, with its headquarters in Santa Clara, California. The company's operations are segmented into North America, EMEA, and Asia Pacific and other regions. North America generates the largest share of revenue, followed by EMEA. ServiceNow is expanding in Latin America, particularly in Brazil, and has R&D and customer support hubs in locations like Hyderabad, India.

ServiceNow generally holds a strong brand reputation for its comprehensive platform that helps companies streamline workflows. It has been recognized as a leader in various reports. However, users report a steep learning curve, high implementation and licensing costs, and customization challenges. Some users criticize the UI as not being up to the level of other modern software. The platform was reported to have leaked data from its knowledge base module due to a misconfiguration of its access control settings. ServiceNow's own report highlighted a decline in brand loyalty among consumers in EMEA and Canada. Despite these challenges, ServiceNow continues to be praised for its automation, integration, and management capabilities, with a high customer satisfaction rating.

Institutional investors hold a significant majority of ServiceNow's shares, owning approximately 81% to 87.33% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corporation. Individual insider ownership is relatively small, and recent insider activity has leaned towards selling.