canar.ai
Rankings/NOW/Q1 2023 Analysis

ServiceNow, Inc.

NOW
Q1 2023(NOW Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$455.6M
AI Revenue (Q)
$18.3M
Total Revenue (Q)
$1.8B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

ServiceNow's 10-K for FY2022 (year ended December 31, 2022) describes the Now Platform with workflow automation capabilities across Technology, Customer and Industry, Employee, and Creator workflows. The Business section makes no mention of AI-specific products or AI-labeled revenue. ML features like Predictive Intelligence and Virtual Agent are embedded in the base platform subscription. The company operates as a single segment. Full-year revenue was $7,245M; Q4 implied revenue ~$1,940M (full year minus 9-month figure of $5,305M). Estimated ~1% AI attribution for embedded ML features = ~$19M / $1,940M.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenues for Nine Months Ended September 30, 2022: $5,305M
Condensed Consolidated Statements of Comprehensive Income
We organize our workflow applications along four primary areas: Technology, Customer and Industry, Employee and Creator
Item 1, Business

AI Products Identified (Ring 1)

Predictive IntelligenceVirtual AgentPerformance Analytics

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 routingNLU-based chatbot

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix