Stock Analysis on Net
Stock Analysis on Net

ServiceNow Inc. (NYSE:NOW)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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ServiceNow Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Jun 30, 2026 Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Accrued expenses and other current liabilities
Current portion of deferred revenue
Current portion of operating lease liabilities
Short-term debt, net
Current liabilities
Deferred revenue, less current portion
Operating lease liabilities, less current portion
Long-term debt, net, less current portion
Other long-term liabilities
Long-term liabilities
Total liabilities
Preferred stock, $0.001 par value; no shares issued or outstanding
Common stock, $0.001 par value
Treasury stock, at cost
Additional paid-in capital
Accumulated other comprehensive income (loss)
Retained earnings (accumulated deficit)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-Q (reporting date: 2026-06-30), 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The capital structure exhibits a general transition from a liability-heavy position toward a more equity-funded base over the majority of the observed period, followed by a significant shift in the final quarter. Total liabilities decreased from 65.57% in March 2021 to a low of 48.13% in September 2025, before rising sharply to 60.47% by June 2026.

Liability Composition and Debt Trends
Current liabilities consistently represent a substantial portion of the balance sheet, typically ranging between 36% and 45%. The primary driver of this is the current portion of deferred revenue, which fluctuates between 25.44% and 35.53%, signaling a business model heavily dependent on prepaid subscription services. Long-term debt, net, showed a sustained downward trajectory from 18.26% in March 2021 to 6.12% in March 2026, indicating a period of aggressive deleveraging. However, this trend reversed abruptly in June 2026, with long-term debt rising to 17.16% and short-term debt appearing at 6.57%.
Stockholders' Equity and Profitability
Stockholders' equity demonstrated a long-term growth trend, increasing from 34.43% in March 2021 to a peak of 51.87% in September 2025. This growth was primarily fueled by a dramatic improvement in retained earnings, which transitioned from a deficit of -1.72% in March 2021 to a surplus of 23.42% by March 2026, reflecting sustained profitability and the accumulation of net income.
Share Repurchase Activity
A significant increase in treasury stock is observed starting in late 2023. Treasury stock shifted from -1.87% in September 2023 to a peak negative value of -22.05% in December 2025. This indicates a substantial allocation of capital toward share buybacks, which acted as a counterweight to the growth in retained earnings and contributed to the eventual contraction of total stockholders' equity to 39.53% by June 2026.
Recent Structural Pivot
The data for the final period ending June 30, 2026, reveals a sharp departure from previous trends. There is a simultaneous spike in both short-term and long-term debt and a corresponding drop in stockholders' equity. This suggest a strategic shift in financing, possibly involving new debt issuance to fund operations or further share repurchases, effectively returning the company to a higher leverage ratio.