Executive Summary
Generated July 30, 2026
Enterprise Software
ServiceNow
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Accelerating
Activity
1 recorded change in the last 90 days
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Santa Clara, California, USA
Website
Employees
29,187 (FY2025 10-K)
Founded
2004
Listing
NOW · NYSE
Market Cap
$114.37B
Revenue (TTM)
$14.73B
Price
USD110.62 (+8.39%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
ServiceNow provides workflow automation software for enterprise IT, HR and customer service operations, increasingly embedding AI agents across its platform. ServiceNow raised its 2026 AI revenue target to $1.5 billion (from an earlier $1 billion) after Now Assist entered Q1 2026 with roughly $750 million in annual contract value, and raised full-year 2026 subscription revenue guidance to $15.735-15.775 billion (20.5-21% year-over-year growth). Q2 2026 revenue rose 24% to $3.99 billion, beating consensus, with ServiceNow AI crossing $1 billion in annual contract value and management raising its outlook again.
Strategic Connections
- Microsoft Azure: ServiceNow runs significant infrastructure on major cloud providers including Microsoft Azure, and expanded AI agent governance integration with Microsoft in 2026.
- Anthropic: Anthropic's Claude is the launch partner for ServiceNow's Action Fabric, tying Claude Cowork together with ServiceNow's workflow platform.
- NVIDIA: ServiceNow and NVIDIA advanced their partnership on governed enterprise AI, with ServiceNow's Autonomous Workforce leveraging NVIDIA's latest AI infrastructure and a joint voice/multimodal AI benchmarking framework.
- IBM: ServiceNow expanded a multiyear deal with IBM, wiring the ServiceNow AI Platform into IBM's watsonx, Red Hat, and automation stack.
- Agentic AI: ServiceNow embeds AI agents (Now Assist and its broader agentic AI platform) across its workflow automation products; 62% of organizations surveyed by ServiceNow report experimenting with AI agents, with 23% already scaling agents in at least one function.
+3 more connections in the Full Analyst Report.
Strategic Risks
- Enterprise software competition
- Reliance on large-enterprise IT budgets
- AI disruption of traditional workflow software
Future Outlook
- Expansion of AI agents across IT, HR and customer workflows
- Continued large-enterprise account growth
Sources
4 sources, 87% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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