ServiceNow (NOW) Investor Day 2025 summary

Strategic Vision and Platform Innovation

• Positioned as the leading AI platform for business transformation, focusing on elite execution, innovation, and a culture of trust and transparency.

• Expanding total addressable market from $165B in 2023 to $350B+ by 2027, with innovations in CRM, data, analytics, and industry-specific solutions.

• Emphasizes platform openness, supporting any AI model, cloud, data, or system, and robust partner ecosystem.

• Launched Now Next AI to accelerate agentic AI adoption, offering CEO-level engagement and co-innovation.

• Maintains a no-layoff pledge and leverages internal technology use for operational leverage and free cash flow.

Product and Technology Advancements

• Introduced agentic AI capabilities, including AI Control Tower, AI Agent Fabric, and AI Agent Studio for orchestration, governance, and no-code agent creation.

• RaptorDB Pro delivers 27x faster analytics, supporting operational and analytical workloads, with real-time, zero-copy data access.

• Workflow Data Fabric and Workflow Data Network connect 100+ certified data partners for seamless integration.

• AI agents automate complex tasks across IT, security, risk, operational technology, CRM, and core business workflows.

• CRM workflows surpassed $1.4B in ACV, growing over 30% year-over-year, with Logic.AI acquisition to enhance CPQ.

Customer Impact and Adoption

• Over 1,000 customers use Now Assist, with $250M+ in ACV; AI platform adoption is growing 50% month-over-month.

• Customers like AstraZeneca, Siemens, Stellantis, and Wells Fargo have realized significant productivity gains and cost savings.

• AI agents have enabled up to 97% deflection rates and 71% productivity increases for users.

• More than 85% of Fortune 500 companies run on the platform, with three products surpassing $1B in ACV in 2024 and six expected by 2026.

• Internal use of AI agents delivered $350M in enterprise value and $100M in expected cost savings for 2025.