ServiceNow, Inc.NOW

ServiceNow, Inc. Segments Disclosure

10-KFiled Jan 29, 20262 min read
Segment and Geographic Information
Segment Information
Our chief operating decision maker (“CODM”), the Chief Executive Officer, manages the Company’s business activities as a single operating and reportable segment at the consolidated level. Accordingly, our CODM uses consolidated net income to measure segment profit or loss, allocate resources and assess performance. Further, the CODM reviews and utilizes functional expenses (cost of revenues, sales and marketing, research and development, and general and administrative) at the consolidated level to manage the Company’s operations. Other segment items included in consolidated net income are interest income, other expense, net and the provision for (benefit from) income taxes, which are reflected in the consolidated statements of comprehensive income.
Geographic Information
Revenues by geographic area, based on the location of our users, were as follows for the periods presented (in millions):
 Year Ended December 31,
 202520242023
North America (1)
$8,348 $6,909 $5,702 
EMEA (2)
3,402 2,834 2,298 
Asia Pacific and other1,528 1,241 971 
Total revenues$13,278 $10,984 $8,971 
Property and equipment, net by geographic area were as follows (in millions):
 December 31,
20252024
Property and equipment, net:
North America (3)
$1,437 $1,144 
EMEA (2)
563 428 
Asia Pacific and other289 191 
Total property and equipment, net$2,289 $1,763 
(1)Revenues attributed to the United States were 94% of North America revenues for each of the years ended December 31, 2025, 2024, and 2023.
(2)Europe, the Middle East and Africa (“EMEA”).
(3)Property and equipment, net attributed to the United States were 82% and 79% of property and equipment, net attributable to North America as of December 31, 2025 and 2024, respectively.

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.

Other Available Disclosures

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