Want to see NOW full AI Analyst Report?
Operating Expense Breakdown
Details spending across R&D, sales & marketing, and general & administrative costs, revealing how the company balances growth investment and cost control. High sales and marketing outlays can fuel faster customer acquisition, while rising R&D indicates platform investment that may pressure near-term margins but support long-term differentiation.ServiceNow has been sharply re-investing: sales & marketing outlays have accelerated most aggressively, with R&D also ramping and G&A showing episodic jumps consistent with integration costs. That mix reflects a deliberate push to monetize AI and land bigger enterprise deals (explaining the surge in large‑deal ACV and AI monetization cited on the call). The risk: near‑term margin and cash‑flow variability as hyperscaler and AI consumption costs and headcount from recent M&A compress leverage; sustaining high subscription growth is key for these investments to pay off.
Date | Sales and Marketing | Research and Development | General and Administrative |
|---|---|---|---|
Jun 30, 2026 | $1.37B | $915.00M | $369.00M |
Mar 31, 2026 | $1.22B | $823.00M | $288.00M |
Dec 31, 2025 | $1.15B | $773.00M | $368.00M |
Sep 30, 2025 | $1.06B | $750.00M | $255.00M |
Jun 30, 2025 | $1.13B | $734.00M | $271.00M |
Mar 31, 2025 | $1.05B | $703.00M | $229.00M |
Dec 31, 2024 | $1.03B | $668.00M | $257.00M |
Sep 30, 2024 | $944.00M | $626.00M | $225.00M |
Jun 30, 2024 | $960.00M | $643.00M | $232.00M |
Mar 31, 2024 | $923.00M | $606.00M | $222.00M |