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Revenue by Segment
Breaks down revenue across product lines or business types, revealing where growth and profit are coming from and how diversified the company is. A balanced, growing mix across segments reduces dependence on one product and supports more stable top-line growth.Subscription revenue is the clear growth engine—consistent, accelerating ARR-like expansion underpinned by large deals and AI monetization (CRPO/RPO up ~21%, ServiceNow AI ACV >$1B), while Professional Services stays a small, flat attach. Management’s modest guidance lift reflects strong demand but also timing (on‑prem pull‑forward) and near‑term gross‑margin pressure from hyperscaler and AI consumption ramps. In short: durable top‑line momentum with meaningful AI upside, but expect margin and cash‑conversion volatility from consumption economics, hiring and integration costs in the near term.
Date | Subscription | Professional Services and Other |
|---|---|---|
Sep 30, 2026 | $3.99B | $118.00M |
Jun 30, 2026 | $3.88B | $110.00M |
Mar 31, 2026 | $3.67B | $99.00M |
Dec 31, 2025 | $3.47B | $102.00M |
Sep 30, 2025 | $3.30B | $108.00M |
Jun 30, 2025 | $3.11B | $102.00M |
Mar 31, 2025 | $3.00B | $83.00M |
Dec 31, 2024 | $2.87B | $91.00M |
Sep 30, 2024 | $2.71B | $82.00M |
Jun 30, 2024 | $2.54B | $85.00M |