ServiceNow, Inc.
NOWQ3 2025(NOW Q2 FY2025)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$4.1B
AI Revenue (Q)
$366.1M
Total Revenue (Q)
$5.2B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
ServiceNow reported total revenue of $3,215M (Subscription $3,113M + Professional Services $102M) for Q2 FY2025 (three months ended June 30, 2025). 'The Now Platform is the AI platform for digital transformation.' Single segment reporting. RPO was $23.9B with cRPO growing 24% YoY. The company completed the Logik.ai acquisition (AI-powered CPQ). No AI-specific revenue disclosed in financial statements. Now Assist has been available ~7 quarters with growing enterprise penetration. Estimated 7% = ~$225M / $3,215M, reflecting deepening AI product adoption including agentic capabilities and expanding Now Assist portfolio.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $3,113M, Professional services and other $102M, Total revenues $3,215M
Condensed Consolidated Statements of Comprehensive Income, Three Months Ended June 30, 2025
As of June 30, 2025, our RPO was $23.9 billion, of which 46% represented cRPO. RPO and cRPO increased by 29% and 24%, respectively, compared to June 30, 2024
Item 2, MD&A, Key Business Metrics
AI Products Identified (Ring 1)
Now Assist (GenAI)Agentic AIAI Governance toolsLogik.ai (CPQ)Predictive IntelligenceVirtual AgentAI Search
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
GenAI case summarizationAI agents for workflow automationText-to-codeAI-powered self-serviceAI-powered CPQ
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix