ServiceNow (NOW) Surges on Blowout Q3 Earnings and 5-for-1 Stock Split Amid AI Boom

ServiceNow Today (Nov 7, 2025): 5‑for‑1 Stock Split Update, New Figma Integration, Wind River Private‑Cloud Option, and NTT DATA Partnership

Updated: November 7, 2025

At a glance

  • Stock split: ServiceNow’s board authorized a 5‑for‑1 split alongside a strong Q3; shareholder vote is set for Dec. 5, 2025. [1]
  • Design‑to‑app, instantly: New ServiceNow–Figma integration lets teams turn a Figma file into a working enterprise app via the ServiceNow Build Agent, with early results indicating >80% faster initial UI/data‑model implementation. [2]
  • On‑prem AI option:Wind River and ServiceNow unveiled an AI‑ready private‑cloud solution to host the ServiceNow AI Platform inside customers’ data centers, citing 99.9999% availability claims for the underlying platform. [3]
  • Scaled delivery:NTT DATA becomes a strategic AI delivery partner, co‑developing and co‑selling ServiceNow AI solutions globally. [4]
  • Ecosystem updates: A new FNOL Agentic Assist app hit the ServiceNow Store today; eperi announced sEcure encryption for the ServiceNow AI Platform; ISG kicked off a study of ServiceNow ecosystem partners. [5]

Stock split: what’s approved and what’s next

ServiceNow reported Q3 2025 results that exceeded guidance across growth and profitability, including $3.41B total revenue and $3.299B in subscription revenue. In tandem, the board authorized a 5‑for‑1 stock split, pending shareholder approval at a special meeting on December 5, 2025. Management also lifted the annual subscription revenue outlook, citing accelerating AI‑driven demand. [6]

Why it matters: A split doesn’t change fundamentals, but it can broaden ownership and increase liquidity—timed here with solid execution and sustained AI momentum. [7]


Figma x ServiceNow: design to enterprise app in minutes

Announced Nov. 6, ServiceNow and Figma launched a strategic integration that uses Figma’s Model Context Protocol (MCP) Server to feed structured design context into the ServiceNow Build Agent. Developers can prompt the agent with a Figma link and automatically generate a secure, scalable application on the ServiceNow AI Platform. Internal early results suggest this can cut initial UI and data‑model build time by more than 80%. [8]

What to watch: Expect faster design‑to‑deployment cycles for enterprise apps, with governance, OAuth2, audit trails and permissions inherited from the platform. The integration is available via the ServiceNow Store, with access enabled post‑installation. [9]


Wind River & ServiceNow: on‑prem, AI‑ready private cloud

Nov. 4 saw Wind River introduce a solution to host the ServiceNow AI Platform on‑premises using Wind River Cloud Platform. The pitch: meet data‑sovereignty and regulatory requirements without forgoing scale or lifecycle automation; Wind River cites “six nines” (99.9999%) reliability in production as a proof point for the underlying platform. This gives regulated industries a path to run ServiceNow workloads behind the firewall with intelligent upgrades and lifecycle management. [10]


NTT DATA partnership deepens ServiceNow’s global AI delivery

Nov. 5, NTT DATA and ServiceNow expanded their partnership: ServiceNow will designate NTT DATA as a strategic AI delivery partner, while NTT DATA scales its own usage of ServiceNow AI Agents and co‑develops/co‑sells AI‑powered solutions across regions and industries. The partners also flagged work on new AI deployment models (including Now Next AI). [11]


New on the ServiceNow Store today: FNOL Agentic Assist

Release date: Nov. 7, 2025.FNOL Agentic Assist (Plutus Technology Solutions) automates first notice of loss end‑to‑end: a voice agent captures claim details, creates a case, extracts policy data, and produces a reconciliation report. It lists compatibility with the Zurich release and requires a Now Assist license (Pro Plus/Enterprise Plus), Gemini API, and specific plugins (Insurance Claims, Now Assist for FSO, Now Assist AI Agents). [12]


Security & data sovereignty: eperi extends encryption to the ServiceNow AI Platform

Nov. 6, German vendor eperi announced eperi sEcure for the ServiceNow AI Platform, touting client‑side, field‑level encryption that preserves functionality while keeping customers in exclusive control of keys and policies—positioning the add‑on for GDPR and other sovereignty requirements. eperi also disclosed ServiceNow Build Partner status. [13]


Ecosystem & community: ISG study and Community Week wrap‑up

ISG (Information Services Group) launched a Provider Lens research program focused on ServiceNow ecosystem partners, with first reports slated for April 2026—covering consulting/implementation, managed services, and innovation on the platform. [14]

Meanwhile, Community Week 2025—a free, virtual celebration for builders and admins—runs Nov. 3–7 and concludes today. Sessions, badges, and live Q&As were hosted across the ServiceNow Community site. [15]


Key dates & what’s next

  • Dec. 5, 2025 — Special shareholder meeting on the 5‑for‑1 stock split. [16]
  • Nov. 12, 2025World Forum Munich (CreatorCon labs, AI sessions, and partner exhibits). [17]

Bottom line

ServiceNow’s week closes with a clear through‑line: scale (stock split and raised outlook), speed (Figma‑powered design‑to‑app), and sovereignty (Wind River for on‑prem and eperi for encryption). The expanded NTT DATA pact underscores how the company intends to operationalize AI across global enterprises—while the Store and community activity show a widening ecosystem ready to build on it. [18]

Editor’s note: This story focuses on developments current as of Friday, November 7, 2025 and will serve as a reference point for investors, customers, and partners tracking ServiceNow’s AI platform and ecosystem.

ServiceNow (NOW) Q3 2025 Earnings Report: $4.82 EPS Beat, Stock Split, and AI Platform Dominance

References

1. www.businesswire.com, 2. www.servicenow.com, 3. www.windriver.com, 4. www.servicenow.com, 5. store.servicenow.com, 6. www.businesswire.com, 7. www.reuters.com, 8. www.servicenow.com, 9. www.servicenow.com, 10. www.windriver.com, 11. www.servicenow.com, 12. store.servicenow.com, 13. eperi.com, 14. www.finanznachrichten.de, 15. www.servicenow.com, 16. www.businesswire.com, 17. www.servicenow.com, 18. www.businesswire.com

Stock Market Today

  • NVIDIA's Dual-Segment Drive: AI-Centric Compute & Networking and Graphics Leadership
    November 8, 2025, 1:46 AM EST. NVIDIA (NVDA) operates across two core segments: Compute & Networking and Graphics. The Compute & Networking segment covers data-center accelerated computing, AI software, networking, automotive platforms and autonomous/electric-vehicle solutions, Jetson robotics, and DGX Cloud services. The Graphics segment delivers GeForce GPUs for gaming, GeForce NOW streaming, and enterprise solutions like Quadro/RTX, vGPU software, and Omniverse for digital twins. The company also pursues customized agentic solutions to accelerate enterprise AI adoption and serves OEMs, system integrators, cloud providers, distributors, and tier-1 automotive suppliers. Its products target gaming, professional visualization, data center, and automotive markets. NVIDIA was incorporated in 1993 and is headquartered in Santa Clara, California.
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  • Longji Green Energy (601012) Q3'25 Loss Reduction and BC2.0 Expansion Supports Buy Rating
    November 8, 2025, 1:20 AM EST. Longji Green Energy (601012) delivered another quarterly improvement in losses in Q3'25, though revenue declined YoY. Q1-Q3 revenue was 50.91B yuan (-13.1% YoY), with net income to mother turning positive in Q3 (+33.9% QoQ) to -0.83B yuan, and quarterly gross margin at 4.9%. Q3 silicon wafer exports ~12-13GW and battery module shipments ~22.58GW (BC modules ~6GW, up ~50%). BC2.0 capacity reached 35GW by end-Q3, with orders rising and HPBC2.0 aiming for 50GW. Despite slower topline, cash position remains healthy: operating cash flow in Q1-Q3 was 2.3B in Q3 and capex fell, supporting a stable balance sheet. The firm maintains its 25-26 profit forecast and a buy rating, though risks include intensified competition and policy shifts.
  • ServiceNow Announces 5-for-1 Stock Split: Is NOW Stock a Buy Now?
    November 8, 2025, 1:18 AM EST. ServiceNow, a cornerstone of the enterprise AI era, just announced a 5-for-1 stock split that could broaden investor access. The company reported a Q3 earnings beat and reinforced its leadership in enterprise automation via the Now Platform. The split aims to boost liquidity amid a stock that's been pressured this year, down about 19% YTD. With shares trading at lofty multiples - around 90.8x forward earnings and 16.8x sales - some investors wonder if the split creates a longer-term entry point or signals continued confidence from management. Sentiment remains mixed as AI-driven demand sustains growth while the broader software cycle cools. Potential buyers are weighing the growth runway against valuation risk and the December shareholder vote.
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