ServiceNow, Inc.

ServiceNow's FY2025 10-K (year ended December 31, 2025) represents the company's most AI-forward positioning. The company now describes itself as delivering 'solutions that help public and private organizations govern, secure and manage artificial intelligence.' The platform is explicitly renamed 'ServiceNow AI Platform.' The filing describes comprehensive AI capabilities: Now Assist with GenAI and agentic AI, thousands of out-of-the-box AI agents, AI governance tools, custom AI agent creation, multi-modal LLM support. The Business section states: 'organizations are under pressure from their stakeholders to accelerate growth and achieve unprecedented productivity improvements' through AI. Despite this pervasive AI positioning, the company still reports as a single segment with no AI-specific revenue breakout. FY2025 nine-month revenue was $9,710M. Implied Q4 FY2025 revenue ~$3,563M (annualized ~$13,273M). Now Assist available ~9 quarters. Estimated 9% = ~$321M / $3,563M for Q4, reflecting AI becoming a material growth driver with enterprise-wide agentic AI deployments, though the vast majority of revenue still comes from traditional workflow automation subscriptions (ITSM, ITOM, HR, CSM).