Now Platform subscriptions
Subscription revenue is growing 24.5%. The company guides fiscal 2026 subscription revenue to $15.76 billion to $15.78 billion.
The numbers
What it is
The core cloud platform for IT service management, IT operations, HR, customer service and security workflows. Enterprise customers pay annual subscriptions by user or by workflow usage. Most of ServiceNow's revenue comes from here.
Why it matters to the stock. This is the base the rest of the company is built on. A trader watches subscription growth, cRPO and large-deal counts to see whether demand holds up as AI products are added.
News
ServiceNow sets third-quarter 2026 results for October 28 after the close
ServiceNow said it will report third-quarter 2026 results after the market close on Wednesday, October 28, with a conference call at 2 p.m.
ServiceNow names Anthropic first design partner for Action Fabric and deepens NVIDIA tie-up
In its second-quarter release, ServiceNow said Anthropic became the first design partner for Action Fabric, which lets ServiceNow and third-party AI agents take governed actions through ServiceNow workflows.
ServiceNow and IBM expand collaboration on enterprise data and legacy application modernization
ServiceNow and IBM agreed an expanded, multi-year collaboration aimed at two obstacles to enterprise AI: data that is not ready for AI and older application layers.
ServiceNow Action Fabric opens platform to any AI agent through MCP server
At Knowledge 2026 ServiceNow launched Action Fabric, which lets AI agents built on or outside its platform run governed enterprise actions through a Model Context Protocol server.
ServiceNow replaces its five license tiers with Foundation, Advanced and Prime AI bundles
From April 9, 2026 ServiceNow sells its products in three tiers ordered by AI maturity: Foundation for generative AI tasks, Advanced for agent-executed workflows, and Prime for replacing roles such as Level 1 service desk with AI agents.