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ServiceNow Now Assist Surpasses $600M ACV, Targets $1B in 2026 — AI-SaaS Winner Divergence Accelerates as Platform Workflows Grow 33% to 80 Billion
ServiceNow's AI product Now Assist surpassed $600M in annual contract value with ACV more than doubling year-over-year, while the number of $1M+ Now Assist deals nearly tripled quarter-over-quarter. The company guided 21.5% subscription revenue growth for 2026 with monthly active users up 25% and platform workflows growing from 60 billion to 80 billion — demonstrating that AI-native incumbent winners are accelerating revenue even as the broader software sector trades at historic discounts.
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