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ServiceNow, Inc.
Information Technology · Systems Software
Workflow platform layer for enterprise agentic AI. Now Assist Pro Plus / Enterprise Plus SKUs are the per-seat uplift on the existing ITSM / HR / CSM install base - the cleanest public read on whether GenAI converts to paid enterprise seats, vs $MSFT Copilot bundled-into-E5 noise.
- ~97% subscription revenue, RPO and cRPO compounding >20% YoY
- 2,000+ customers with ACV >$1M, expansion via NRR >125%
- Now Assist crossed $250M+ ACV inside ~18 months of GA
- Workflow-of-record moat: sits on top of existing ERP/HRIS, hard to rip out
- Federal vertical (FedRAMP High) is a structural tailwind
- 26x forward sales is priced for >20% growth indefinitely
- Now Assist uplift attach rate decelerated in last guide
- $MSFT Copilot + $CRM Agentforce competing for the same agentic seat budget
- Per-seat model exposed if AI agents collapse seat counts net-net
- US Fed budget freeze risk on the public-sector book
No major news in the last 7 days for NOW - only listicles and opinion pieces, which we filter out by default. See everything anyway.
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