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What changed in NOW's 10-Q
Source: 10-Q filed 2026-07-23 · compared against 10-Q 2026-04-23. Every passage below is quoted verbatim from the filing itself.
Acquisitions
This filing
Note 5 - Business Combinations
Debt
This filing
we issued five series of fixed-rate senior unsecured notes for an aggregate principal amount of $4.0 billion
Demand
This filing
RPO and cRPO both increased by 21% compared to June 30, 2025
Segments/Strategy
This filing
The combination of ServiceNow's Security Operations with Armis' cyber asset intelligence and Veza's identity governance capabilities delivers end-to-end visibility, risk controls, and automated responses across the enterprise.
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 2 further changes without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.