ServiceNow lays out path to $30 billion in annual subscription revenue as AI bets accelerate

ServiceNow's new forecasts are aimed at reassuring investors that AI is not a threat to its business and instead could be a major growth driver.

ServiceNow Seeks AI Control Role As Stock Struggles And Partnerships Grow

ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out an expanded AI portfolio, including new security and ...

Bill McDermott, ServiceNow CEO: A Fortt Knox Update

ServiceNow CEO Bill McDermott tells Jon Fortt at Knowledge 2026 that the gap between Wall Street and ServiceNow's fundamentals is the entry point of a generation: $2B repurchased in Q1, no 10b5-1 ...

ServiceNow Investor Day: AI “Control Tower” Pitch, $30B+ 2030 Subscription Target, Margin Upside

ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining ...
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ServiceNow projects $30bn by 2030, with a third of ACV from AI

ServiceNow used its investor day on 4 May 2026 to project $30bn in 2030 subscription revenue, with Now Assist contributing roughly 30% of that ACV. The pitch is a deliberate counter to AI-SaaS ...