ServiceNow Financial Analyst Day targets more than $30B subscription revenue by 2030

At its Financial Analyst Day in Las Vegas on May 4, 2026, ServiceNow set 2030 targets, led by subscription revenue above $30 billion. That target starts from roughly $15.7 billion expected in fiscal 2026 and implies about 20% annual growth. The company also said AI would make up more than 30% of total contract value by 2030, which investors will test against deal conversion in the coming quarters.

• Subscription revenue above $30B by 2030
• Starting point of about $15.7B in fiscal 2026 subscription revenue
• AI to exceed 30% of total contract value by 2030
• Over half of new business already usage-based rather than seat-based