ServiceNow, Inc.
NOWQ4 2023(NOW Q3 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$969.6M
AI Revenue (Q)
$45.8M
Total Revenue (Q)
$2.3B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
ServiceNow reported total revenue of $2,288M (Subscription $2,216M + Professional Services $72M) for Q3 FY2023 (three months ended September 30, 2023). Single segment, no AI revenue breakout. ServiceNow launched Now Assist (generative AI) in September 2023 with the Vancouver release. However, this was late in Q3 and revenue recognition would be minimal for the quarter. Slight uptick to 2% reflects early Now Assist adoption plus existing ML features. Estimated ~$46M / $2,288M.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $2,216M, Professional services and other $72M, Total revenues $2,288M
Condensed Consolidated Statements of Comprehensive Income, Three Months Ended September 30, 2023
AI Products Identified (Ring 1)
Now Assist (GenAI)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.
ITSM with ML-powered routingGenAI-powered case summarizationText-to-code
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix