ServiceNow, Inc.
NOWQ4 2025(NOW Q3 FY2025)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$4.6B
AI Revenue (Q)
$642.2M
Total Revenue (Q)
$8.0B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
ServiceNow reported total revenue of $3,407M (Subscription $3,299M + Professional Services $108M) for Q3 FY2025 (three months ended September 30, 2025). 'The Now Platform is the AI platform for digital transformation.' Single segment. RPO was $24.3B with cRPO growing 21% YoY. Board approved a 5-for-1 stock split, signaling confidence in AI-driven growth trajectory. No AI-specific revenue breakout. Now Assist available ~8 quarters. Estimated 8% = ~$273M / $3,407M, reflecting continued acceleration of AI subscriptions as enterprises scale agentic AI deployments.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $3,299M, Professional services and other $108M, Total revenues $3,407M
Condensed Consolidated Statements of Comprehensive Income, Three Months Ended September 30, 2025
As of September 30, 2025, our RPO was $24.3 billion, of which 47% represented cRPO. RPO and cRPO increased by 24% and 21%, respectively
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