President & CFO, Servicenow
Search every verified Gina Mastantuono interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gina Mastantuono, president and chief financial officer of ServiceNow, participated in the company's quarterly earnings calls for the first, second, third, and fourth quarters of 2025. During these calls, she discussed the company's financial performance and guidance. In the first quarter 2025 call, Mastantuono stated that the company was taking a "prudent approach" to the remainder of 2025, flowing through only part of its benefits into the full-year outlook to account for potential risks from the geopolitical environment. She noted that the company was "absolutely taking into account some conservatism for the short-term potential headwinds" but that the mid- and long-term opportunity for the federal government remained "stronger than ever." In the second quarter 2025 call, Mastantuono announced that ServiceNow was raising its 2025 subscription revenue guidance by $125 million at the midpoint to a range of $12.775 billion to $12.795 billion, representing 20% year-over-year growth, while maintaining an operating margin of 30.5% and a free cash flow margin of 32%. She also stated that the company was "maintaining some prudence" in expense management to absorb potential margin headwinds from the Move Works acquisition while continuing to invest in AI talent and technical selling resources. In the third quarter 2025 call, Mastantuono reported that ServiceNow was raising its full-year operating margin target by 50 basis points to 31% and its free cash flow margin target by 200 basis points to 34%, citing AI operational efficiencies driving incremental leverage. She also announced that the board of directors had approved a five-for-one stock split. In the fourth quarter 2025 call, Mastantuono guided to 20% subscription revenue growth for 2026, stating that "everyone knows how ServiceNow rolls" and that the company does not set its sights on hitting the guide but on beating it. She also announced that the board authorized an additional $5 billion in share repurchases and that the company planned to launch a $2 billion accelerated share repurchase program. She provided guidance for 2026 subscription revenues between $15.53 billion and $15.57 billion, representing 19.5% to 20% year-over-year growth on a constant currency basis, with an operating margin of 32%, up 100 basis points year-over-year, driven by opex savings from AI efficiencies.
“We are announcing an incremental 5 billion US dollar share repurchase authorization with an immediate ASR of 2 billion.”
“We have never acquired a single company for revenue alone. We use M&A to expand into an even larger TAM and it is now beyond 600 billion based entirely on where our customers need us to go, where we know we can build exciting growth businesses.”
“This is a 1 trillion dollar company in the making. I can't fathom a better entry point for what Service Now is building.”
“The combination of VZA and Armis with Service Now AI platform will create something that is mission critical for enterprise AI in the agentic era. If companies want to scale AI, trust and governance that span any cloud, any asset, any AI system and any device, these are all non-negotiable.”
“We expect subscription revenues between 15.53 billion and 15.57 billion, representing 19.5 to 20% year-over-year growth on a constant currency basis. We expect an operating margin of 32% up 100 basis points year-over-year driven by opex savings enabled by AI efficiencies.”
“In Q3, we bought back approximately 644,000 shares as part of our share repurchase program, up nearly 70% versus last quarter, with the primary objective of managing the impact of dilution. As of the end of the quarter, we had approximately 2 billion of authorization remaining.”
“With our continued confidence in the trajectory of our business, today we announce that the board of directors has approved a five-for-one stock split, designed to make our shares more accessible to a broader base of investors, and to provide employees with greater flexibility in managing their equity.”
“For 2025, we are raising our subscription revenues by 55 million at the midpoint to 12.835 billion to 12.845 billion, representing 20.5% year-over-year growth. We are raising our full-year operating margin target by 50 basis points from 30.5% to 31% as AI operational efficiencies continue to drive incremental leverage....”
“Given the timeline requirements to complete standard procurement processes, we've prudently factored in this timing dynamic into our guidance. With that in mind, for Q4, we expect subscription revenues between 3.42 billion and 3.43 billion, representing 19.5% year-over-year growth.”
“For 2025, we are raising our subscription revenues by $125 million at the midpoint to 12.775 billion to 12.795 billion, representing 20% year-over-year growth or 19.5 to 20% on a constant currency basis. We continue to expect subscription gross margin of 83.5%, operating margin of 30.5% and free cash flow margin of 32%...”
“In Q2, we bought back approximately 381,000 shares as part of our share repurchase program with a primary objective of managing the impact of dilution. As of the end of the quarter, we had approximately 2.6 billion of authorization remaining.”
“Q2 subscription revenues of 3.113 billion, growing 21.5% year-over-year in constant currency, 200 basis points above the high end of our guidance range, driven by strong execution and some early on-prem renewals. RPO ended the quarter at approximately 23.9 billion representing 25.5% year-over-year constant currency gro...”
“Our federal team is just the best in the business and I couldn't be prouder of them. Despite the noise actually in the court of US public sector closed six new logos in Q2 alone and so again just continued to execute despite the uncertainty. That being said for the remainder of 2025 we're absolutely building prudence i...”
“We ended the quarter with a robust balance sheet including 10.8 billion in cash and investments. Together, these results continue to demonstrate our ability to drive a strong balance of worldclass growth, profitability, and shareholder value.”
“In Q1, we bought back approximately 316,000 shares as part of our share repurchase program with the primary objective of managing the impact of dilution. As of the end of the quarter, we had approximately $3 billion of authorization remaining.”
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ServiceNow's (NOW) latest fourth quarter earnings report showed lower-than-expected sales, pressuring stock prices. However, ServiceNow president and CFO Gina Mastantuono tells Seana Smith and Josh Schafer on Catalysts that the results — when adjusted for currency fluctuations — exceeded expectations across metrics, including revenue and operating margin."Our fundamentals couldn't be stronger," she notes, adding that the company's growth, profitability, and shareholder value "continue to deliver."Mastantuono highlights the company’s strong performance in artificial intelligence (AI), noting th…
ServiceNow (NOW) delivered robust third quarter earnings, exceeding expectations on both revenue and profit. Additionally, the ...
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