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NOW

ServiceNow

SoftwareAI exposure: Partial

Workflow platform adding AI agents across IT, HR and customer service.

Alerts for NOW

01What does it supply?

Products, customers, and where it sits in the AI stack.

What the company does

Cloud platform for automating enterprise workflows.

Its role in AI

Sells AI-assisted and agent-based tiers on top of its workflow products.

02How much does AI matter to its business?

Partial. One line of business, or an indirect beneficiary.

Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.

Reported by the company

ServiceNow AI crossed $1 billion in annual contract value in Q2 2026; agentic deployments of ServiceNow AI increased ninefold in just nine monthsSource · Q2 2026, quarter ended June 30, 2026
Subscription revenues $3,877 million, 24.5% year-over-year growth (23% in constant currency); total revenues $3,987 million, up 24%Source · Q2 2026, quarter ended June 30, 2026
Current remaining performance obligations $13.20 billion, 21% year-over-year growth; total RPO $29.0 billion, up 21%Source · As of June 30, 2026
Q3 2026 guidance: subscription revenues $3,975-$3,980 million (20.5% YoY); cRPO growth 19.5% YoY; full-year 2026 subscription revenues $15,760-$15,780 million (22.5% YoY)Source · Guidance issued July 22, 2026

Estimates

No third-party or editorial estimates are listed for NOW. Only company-reported figures are shown at present.

Key financial metrics, by reporting period

Company-reported, via TradingView

03What should visitors watch next?

Earnings, product launches, customer spending, and the risks that matter.

Next earnings

No announced date on file. Check the investor relations page.

Last earnings release: 2026-07-22 (8-K)

Watch list

Q3 2026 subscription revenues vs. guidance of $3,975-$3,980 million and cRPO growth vs. 19.5% guided source
Growth of ServiceNow AI ACV beyond the $1 billion crossed in Q2 2026 and continued agentic deployment expansion source
Full-year 2026 subscription revenue tracking to $15,760-$15,780 million source

Growth drivers

'AI net new ACV growth continues to outpace expectations', with ServiceNow AI passing $1 billion in ACV and agentic deployments up ninefold in nine months source
Large-deal momentum: 123 transactions over $1 million in net new ACV and 658 customers with more than $5 million in ACV, up approximately 23% year-over-year source
Customers 'prioritizing the digitalization and modernization of their workflows through AI-powered automation', supported by 'thousands of out-of-the-box ServiceNow AI agents' source

Risks

Incorporating AI into its offerings may create operational, legal, regulatory (e.g., EU AI Act), ethical and other challenges that limit data use and product development source
Failure to innovate and adapt in a rapidly changing, intensely competitive market could harm ServiceNow's competitive position, as rivals may develop AI capabilities faster source
Its ability to deliver AI depends on the availability, performance and pricing of third-party hardware, software and technical infrastructure source

Recent developments: SEC filings

Source: SEC EDGAR · refreshed every 15 min

S-8Employee stock plan registration2026-08-20document folder
10-QQuarterly report2026-07-23document folder
S-8Employee stock plan registration2026-07-22document folder
S-8Employee stock plan registration2026-07-22document folder
8-KEarnings release · items 2.02,9.012026-07-22document folder
8-KCurrent report · items 5.02,5.07,9.012026-05-22document folder
8-KCurrent report · items 1.01,2.03,8.01,9.012026-05-15document folder
10-QQuarterly report2026-04-23document folder
8-KEarnings release · items 1.01,2.02,2.03,9.012026-04-22document folder
S-8Employee stock plan registration2026-04-20document folder
DEF 14AProxy statement2026-04-06document folder
8-KCurrent report · items 1.01,2.03,9.012026-04-01document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Canney Jacqueline P Chief People & AI Enblmt. Off.	Open-market sale · disposed	7,847	$138.00	2026-09-01
Fipps Paul President, Global Customer Ops	Open-market sale · disposed	2,034	$147.87	2026-09-01
Chamberlain Paul Edward Director	Open-market sale · disposed	2,700	$135.50	2026-08-31
McDermott William R Director, Chairman & CEO	Option exercise · acquired	4,160	—	2026-08-19
McDermott William R Director, Chairman & CEO	Tax withholding · disposed	2,236	$117.70	2026-08-19
Fipps Paul President, Global Customer Ops	Option exercise · acquired	640	—	2026-08-19
Fipps Paul President, Global Customer Ops	Tax withholding · disposed	256	$117.70	2026-08-19
Canney Jacqueline P Chief People & AI Enblmt. Off.	Option exercise · acquired	970	—	2026-08-19
Canney Jacqueline P Chief People & AI Enblmt. Off.	Tax withholding · disposed	496	$117.70	2026-08-19

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Original sources

Investor relations — earnings dates, releases, presentations
SEC EDGAR company page — every filing (CIK 0001373715)
TradingView symbol page — full chart and data

Research note — No Q3 2026 results date announcement found on investor.servicenow.com or newsroom.servicenow.com as of 2026-09-17 (listing pages are dynamic; prior quarters were announced roughly 3 weeks ahead). Risk factor on third-party infrastructure was surfaced in one fetch of the 10-K but not the second; heading paraphrased.