canar.ai
Rankings/NOW/Q4 2024 Analysis

ServiceNow, Inc.

NOW
Q4 2024(NOW Q3 FY2024)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$2.3B
AI Revenue (Q)
$261.4M
Total Revenue (Q)
$6.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

ServiceNow reported total revenue of $2,797M (Subscription $2,715M + Professional Services $82M) for Q3 FY2024 (three months ended September 30, 2024). Single segment, no AI revenue breakout. Now Assist available for ~4 quarters. The filing mentions 'embedded artificial intelligence and machine learning capabilities' in the business description but provides no AI revenue dollar figures. Estimated 4% = ~$112M / $2,797M, reflecting accelerating Now Assist adoption as enterprise GenAI deployments matured.
Analyzed by claude-opus-4-6

Quoted Figures

Subscription $2,715M, Professional services and other $82M, Total revenues $2,797M
Condensed Consolidated Statements of Comprehensive Income, Three Months Ended September 30, 2024

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.

GenAI case summarizationText-to-codeAI-powered self-serviceML-powered ticket routing

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix