Enterprise Software

ServiceNow

High90% confidenceProfile verified Jul 22, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestones

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.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Smithsonian Institution — $2,996,587: SOFTWARE LICENSE RENEWAL

USAspending.gov · Jul 28, 2023

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 87% avg. source confidence

Latest Activity

Insider Filing Activity

28Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Correlated Activity

Both ServiceNow and Salesforce — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Salesforce in the last 90 days).

Timing correlation only — not evidence of a causal link

Both ServiceNow and Microsoft Azure — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Microsoft Azure in the last 90 days).

Timing correlation only — not evidence of a causal link

Both ServiceNow and IBM — which it depends on — are showing accelerating Activity at the same time (1 recorded change for IBM in the last 90 days).

Timing correlation only — not evidence of a causal link

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Dependency Map

What ServiceNow depends on below, and who depends on ServiceNow above — click any node to make it the new center, 5 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Jan 2026: ServiceNow, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC→Apr 2026: ServiceNow raises 2026 AI revenue target 50% to $1.5B as Now Assist scales→Apr 2026: ServiceNow raises FY2026 subscription guidance to $15.7-15.8B as AI is embedded across al…→Jul 2026: Q2 2026 revenue up 24%, ServiceNow AI crosses $1B ACV→Jul 2026: ServiceNow Q2 2026 revenue up 24% to $3.99B, ServiceNow AI crosses $1B ACV, outlook raised

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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ServiceNow's Timeline

A sourced, dated history of ServiceNow's key moments — founding to present.

  1. Jan 2004 · Founded

    ServiceNow was founded, later embedding AI agents across its enterprise workflow automation platform.

  2. Jan 2026 · Raises AI revenue target to $1.5B

    ServiceNow raised its 2026 AI revenue target to $1.5 billion after Now Assist entered the year with roughly $750 million in annual contract value.

  3. Jul 2026 · Q2 2026 revenue up 24%, ServiceNow AI crosses $1B ACV

    ServiceNow reported Q2 2026 revenue of $3.99 billion (up 24% year-over-year, beating consensus), with subscription revenue of $3.877 billion (up 24.5%) and EPS of $0.90 beating the $0.86 consensus; ServiceNow AI crossed $1 billion in annual contract value during the quarter, and the company raised its revenue outlook.