ServiceNow Yönetim
Yönetim kriter kontrolleri 2/4
ServiceNow CEO'su Bill McDermott, Nov2019 tarihinde atandı, in görev süresi 6.67 yıldır. in toplam yıllık tazminatı $ 51.55M olup, şirket hissesi ve opsiyonları dahil olmak üzere 2.9% maaş ve 97.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.019% ine doğrudan sahiptir ve bu hisseler $ 21.29M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.3 yıl ve 7.3 yıldır.
Anahtar bilgiler
Bill McDermott
İcra Kurulu Başkanı
US$51.6m
Toplam tazminat
| CEO maaş yüzdesi | 2.94% |
| CEO görev süresi | 6.7yrs |
| CEO sahipliği | 0.02% |
| Yönetim ortalama görev süresi | 3.3yrs |
| Yönetim Kurulu ortalama görev süresi | 7.3yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Jul 08
ServiceNow: The AI Bear Case Is Falling Apart
Summary ServiceNow is rated a buy, with fears over AI disruption seen as overblown and current weakness presenting an opportunity. NOW's competitive moat includes 8,800+ global customers, 97% renewal rates, and deep integration across major industries and workflows. Consistent 20% subscription growth, robust free cash flow, and a $30B revenue target support a 26% upside to a $136 price target. Valuation premium is justified by superior growth and returns, with risks centered on subscription growth deceleration and internal IT competition. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 28
NOW: AI Partnerships And Margin Pressure Will Constrain Long Term Upside
Analysts have revised their fair value estimate for ServiceNow to $85.00. This reflects updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that collectively point to a more conservative price target framework.
Anlatı Güncellemesi • Jun 25
ServiceNow (NOW): Trading at a 37% Discount to Its Own Historical Valuation While AI Monetization Accelerates
What ServiceNow Actually Does (And Why It Matters More Than You Think) ServiceNow's Now Platform is the workflow automation backbone for 85% of the Fortune 500. Think of it as the operating system underneath the enterprise — the system that routes approvals, manages IT incidents, handles HR requests, automates security responses, and increasingly, governs AI agents operating across the organization.Yeni Anlatı • Jun 21
The Company Nobody Brags About
There is an old saying on Wall Street: The best businesses are often boring until you understand them. Nobody attends a cocktail party hoping to discuss enterprise workflow automation.
Anlatı Güncellemesi • Jun 14
NOW: AI Partnerships And Governance Platform Will Drive Long Term Upside
Analysts have reduced their fair value estimate for ServiceNow to $141.86 from $142.50, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E. Together, these factors point to a marginally more conservative price target framework.
Anlatı Güncellemesi • Jun 13
Deeper Research Dive: The Outline
Where do I think ServiceNow will be in five years? As headlined on my first Community Narrative about ServiceNow: "NOW is an established SaaS positioned for accelerated growth over the next five years." I am holding a small position in NOW while doing a full review to get a clearer forward-look of the bottom-line impact and durability of ServiceNow’s new business model.Yeni Anlatı • Jun 01
NOW is an established SAAS positioned for accelerated growth over the next 5 years.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?Anlatı Güncellemesi • May 31
NOW: AI Partnerships And Workflow Automation Will Drive Future Upside
Analysts have trimmed their implied fair value estimate for ServiceNow by about $2.77 per share. This reflects slightly updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples in their price target models.Yeni Anlatı • May 20
ServiceNow's Revenue Set to Soar with 15.91% Growth
Sometimes the market makes it look like all enterprise software companies are competing in the same race. But when you look closer, ServiceNow feels different.Anlatı Güncellemesi • May 14
NOW: AI And Cloud Alliances Will Drive Future Upside
Analysts have reset their fair value estimate for ServiceNow to $145.27 from $179.26 as they factor in slightly different assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News ServiceNow issued new GAAP subscription revenue guidance for the second quarter of 2026 of US$3,815 million to US$3,820 million, and full year 2026 guidance of US$15,735 million to US$15,775 million, which the company states represents 22% to 22.5% year over year growth (Corporate guidance).
Anlatı Güncellemesi • Apr 28
NOW: AI Platform Adoption And Expanded Buybacks Will Drive Long Term Upside
Analysts have reduced their fair value estimate for ServiceNow from about $246.83 to about $200.78, citing updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News ServiceNow issued new 2026 guidance, with expected GAAP subscription revenue of US$3,650 million to US$3,655 million for Q1 2026 and US$15,530 million to US$15,570 million for the full year, followed by updated guidance for Q2 2026 of US$3,815 million to US$3,820 million and full year 2026 subscription revenue of US$15,735 million to US$15,775 million, corresponding to 22% to 22.5% year over year subscription revenue growth (Corporate guidance).Anlatı Güncellemesi • Apr 14
NOW: AI Platform Expansion And Buybacks Will Drive Future Upside
Analysts have reduced their ServiceNow price target by roughly $9 to reflect slightly lower fair value, modest adjustments to growth and margin assumptions, and a reduced forward P/E outlook. What's in the News ServiceNow plans to make its entire product portfolio AI enabled, with AI, data connectivity, workflow execution, security, and governance built into every product, and is introducing new offerings such as Context Engine, Build Agent skills, and an Enterprise Service Management Foundation package for midsize companies (Key Developments).Anlatı Güncellemesi • Mar 31
NOW: Expanded Buybacks And AI Partnerships Will Support Long Term Upside
Analysts now place ServiceNow's price target at $246.83, down from $257.47. This reflects updated assumptions for a slightly higher discount rate, modestly stronger revenue growth and profit margins, and a lower future P/E multiple.Anlatı Güncellemesi • Mar 17
NOW: AI Platform Adoption And Buybacks Will Drive Long Term Upside
Analysts have trimmed their fair value estimate for ServiceNow to $130.18 from $133.26, citing slightly higher discount rate assumptions, along with modest adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News ServiceNow issued guidance for GAAP subscription revenue of US$3,650 million to US$3,655 million for Q1 2026 and US$15,530 million to US$15,570 million for full year 2026, giving investors a concrete view of management’s current revenue expectations (Corporate guidance).Anlatı Güncellemesi • Mar 03
NOW: Future AI And Cybersecurity Expansion Will Drive Long Term Upside
Analysts have revised their ServiceNow price target from about $904 to roughly $133. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Anlatı Güncellemesi • Feb 17
NOW: AI Partnerships And Share Repurchases Will Drive Future Upside
Analysts have trimmed their price target on ServiceNow to about $189 from roughly $226, citing updated assumptions that include slightly lower discount rates, a future P/E of about 62.5, and revised expectations for revenue growth and profit margins that they believe better reflect the company’s current risk and return profile. What's in the News Kearney and ServiceNow formed a partnership around the ServiceNow AI Platform to support enterprise-wide business process reengineering, targeting gains in operational efficiency, workflow speed, and AI driven process orchestration across functions such as sales, operations, and IT (Key Developments).Analiz Makalesi • Feb 05
We Like ServiceNow's (NYSE:NOW) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by the solid earnings posted by ServiceNow, Inc. ( NYSE:NOW ) recently. Our analysis...Analiz Makalesi • Feb 04
ServiceNow, Inc.'s (NYSE:NOW) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors
To the annoyance of some shareholders, ServiceNow, Inc. ( NYSE:NOW ) shares are down a considerable 26% in the last...Anlatı Güncellemesi • Feb 02
NOW: AI Partnership And Stock Split Will Support Long Term Upside
Analysts have modestly reduced their price target on ServiceNow to about US$257 from roughly US$266, citing updates to revenue growth, profit margin, discount rate, and future P/E assumptions in their models. What's in the News ServiceNow and Anthropic expanded their collaboration to make Claude the default model for ServiceNow Build Agent, with the goal of streamlining enterprise app development and internal workflows across the ServiceNow AI Platform.Anlatı Güncellemesi • Jan 19
NOW: AI And Security Deals Plus Stock Split Will Drive Upside
Analysts have adjusted their price target on ServiceNow from US$1,332.00 to US$266.40 as they update assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Shareholders approved a 5 for 1 stock split, with the amended and restated certificate of incorporation to become effective on December 17, 2025, followed by the split or significant stock dividend on December 18, 2025 (Changes in Company Bylaws/Rules, Stock Splits).Anlatı Güncellemesi • Jan 05
NOW: Shares Will Benefit From Stock Split And Expanding AI Partnerships
Analysts have revised their price expectations for ServiceNow from about US$1,154.54 to roughly US$225.84, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E that they view as more closely aligned with current fundamentals. What's in the News ServiceNow shareholders approved an amended and restated charter to effect a 5 for 1 stock split of the common stock, with implementation scheduled for mid December 2025 following a special meeting on December 5, 2025.Anlatı Güncellemesi • Dec 13
NOW: AI Partnerships And Stock Split Will Drive Long-Term Upside
Analysts have raised their price target on ServiceNow from approximately $1,243 to $1,332, reflecting slightly stronger long term margin expectations that more than offset a modestly lower revenue growth outlook and a small contraction in anticipated future valuation multiples. What's in the News Shareholders approved a 5 for 1 stock split, with the amended and restated certificate of incorporation to take effect on December 17, 2025, increasing the number of authorized common shares (Special Meeting and charter amendment).Anlatı Güncellemesi • Nov 15
NOW: Shares Will Gain From Stock Split And Expanded AI Partnerships
Analysts have slightly lowered their price target for ServiceNow, reducing the estimated fair value by $2 to $1,154. This change is supported by modest adjustments in growth and margin projections.Anlatı Güncellemesi • Oct 31
NOW: AI Partnerships And Workflow Expansion Will Drive Upside Momentum
Analysts have raised their price target for ServiceNow, increasing the fair value estimate from $1,142.59 to $1,156.59. This change is due to adjustments in growth and profit margin expectations.Anlatı Güncellemesi • Sep 04
AI And CRM Integration Will Unlock Future Market Opportunities
With both ServiceNow’s Net Profit Margin and Discount Rate essentially unchanged, the consensus analyst price target remains steady at $1,143. What's in the News ServiceNow announced a landmark OneGov agreement with the U.S. General Services Administration, offering substantial discounts (up to 70%) for AI-powered IT service management solutions to federal agencies and accelerating government modernization with comprehensive AI workflow tools.Analiz Makalesi • Aug 10
These 4 Measures Indicate That ServiceNow (NYSE:NOW) Is Using Debt Safely
NYSE:NOW 1 Year Share Price vs Fair Value Explore ServiceNow's Fair Values from the Community and select yours The...Analiz Makalesi • Jul 21
The Return Trends At ServiceNow (NYSE:NOW) Look Promising
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$52m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$38m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$38m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$400m |
| Dec 31 2022 | US$39m | US$1m | US$325m |
| Sep 30 2022 | n/a | n/a | US$201m |
| Jun 30 2022 | n/a | n/a | US$184m |
| Mar 31 2022 | n/a | n/a | US$223m |
| Dec 31 2021 | US$166m | US$1m | US$230m |
| Sep 30 2021 | n/a | n/a | US$221m |
| Jun 30 2021 | n/a | n/a | US$171m |
| Mar 31 2021 | n/a | n/a | US$153m |
| Dec 31 2020 | US$25m | US$1m | US$119m |
| Sep 30 2020 | n/a | n/a | US$701m |
| Jun 30 2020 | n/a | n/a | US$728m |
| Mar 31 2020 | n/a | n/a | US$676m |
| Dec 31 2019 | US$43m | US$129k | US$627m |
Tazminat ve Piyasa: Bill 'nin toplam tazminatı ($USD 51.55M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.67M ).
Tazminat ve Kazançlar: Bill 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Bill McDermott (64 yo)
6.7yrs
Görev süresi
US$51,550,957
Tazminat
Mr. William R. McDermott, also known as Bill, has been Chairman of ServiceNow, Inc. since October 2022. He serves as Independent Director at Zoom Communications Inc. (formerly known as Zoom Video Communica...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 6.7yrs | US$51.55m | 0.019% $ 21.3m | |
| President & CFO | 6.5yrs | US$18.47m | 0.010% $ 11.2m | |
| President | 1.7yrs | US$25.76m | 0.0074% $ 8.4m | |
| Founder & Director | no data | US$364.03k | 0.075% $ 83.8m | |
| Chief People & AI Enablement Officer | 5yrs | US$11.88m | 0.0033% $ 3.7m | |
| President of Global Customer Operations | 1.3yrs | US$16.88m | 0.0012% $ 1.3m | |
| President | less than a year | Veri yok | 0.00051% $ 572.5k | |
| CAO & Corporate Controller | less than a year | Veri yok | 0.00094% $ 1.1m | |
| CTO & Executive VP of Dev Ops | no data | Veri yok | Veri yok | |
| Head of Investor Relations | 6.5yrs | Veri yok | Veri yok | |
| Senior VP and Chief Ethics & Compliance Officer | less than a year | Veri yok | Veri yok | |
| Chief Innovation Officer | 15.5yrs | Veri yok | Veri yok |
3.3yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş
Deneyimli Yönetim: NOW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 6.7yrs | US$51.55m | 0.019% $ 21.3m | |
| Founder & Director | 22.1yrs | US$364.03k | 0.075% $ 83.8m | |
| Lead Independent Director | 12yrs | US$439.03k | 0.0018% $ 2.0m | |
| Independent Director | 12yrs | US$399.03k | 0.0029% $ 3.3m | |
| Independent Director | 7.3yrs | US$404.03k | 0.00075% $ 841.9k | |
| Non-Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 9.8yrs | US$399.03k | 0.0044% $ 4.9m | |
| Independent Director | 5.8yrs | US$374.03k | 0.00016% $ 179.6k | |
| Independent Director | 5yrs | US$384.03k | 0.00080% $ 898.0k |
7.3yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: NOW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.3 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/10 04:04 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ServiceNow, Inc. 67 Bu analistlerden 45, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |