Software & data
ServiceNow
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
ServiceNow sells enterprise workflow software and AI agents. AI subscriptions can add contract value and support security, risk and IT-operations products. A customer’s estimated productivity savings do not become ServiceNow revenue automatically.
Earnings and disclosures
Latest verified results: Q2 2026 · Released 2026-07-22
Next results: 2026-10-28 · Q3 2026 results.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For Q2 2026, ServiceNow reported $3.987 billion of revenue, $162 million of GAAP operating income and $587 million of operating cash flow. AI annual contract value exceeded $1 billion. ACV and quarterly recognized revenue use different periods and definitions.
Delivery and commitments
Agentic deployments increased ninefold over nine months. Workflow Factory was globally available, while Autonomous Engineer remained early access on request. The company’s aim for AI to reach 30% of ACV by 2030 remains a future ambition, not contracted backlog or current revenue share.
newsroom.servicenow.com ↗ · newsroom.servicenow.com · 2026-07-22 ↗
Costs, funding and dependencies
Integration, governance, renewals and customer production use determine durable adoption. Q2 acquisition cash spending of $7.451 billion and related financing are company transactions, separate from AI product sales.
What to watch next
Track AI net-new ACV, renewals and production deployments using consistent definitions. Availability and early access should remain separate until broader deployment is confirmed.
newsroom.servicenow.com ↗ · newsroom.servicenow.com · 2026-07-22 ↗
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.