For the fourth quarter, ServiceNow delivered revenue of $3.57 billion, an increase of 21% year over year and 20% in constant currency. For context, analysts' consensus estimates were calling for revenue of $3.53 billion and EPS of $0.88, so ServiceNow sailed past Wall Street's expectations. Fresh on the heels of its $2.85 billion acquisition of AI agent specialist Moveworks, ServiceNow announced plans to acquire cybersecurity start-up Armis for $7.75 billion. ServiceNow is guiding for full-year subscription revenue growth of 21%. Despite its recent fall from grace, ServiceNow still trades for more than 33 times earnings.