ServiceNow (NOW) 2025 Earnings Call Presentation

ServiceNow's Position and Growth - ServiceNow boasts strong innovation with 33 innovation velocity[9] - The company has over 1,000 AI customers[9] - ServiceNow's subscription revenue grew at a 26% compound annual growth rate (CAGR) from 2020 to 2024[363] - The company's subscription revenues reached $10646 million in 2024, representing a 23% year-over-year growth[364] - ServiceNow's total remaining performance obligations (RPO) reached $223 billion in 2024[366] AI Platform and Innovation - ServiceNow is developing over 1,000 AI agents by 2025[9] - The company's AI platform facilitates over 5 billion workflow executions each month[98] - ServiceNow is experiencing 50% month-over-month growth in assist consumption[107] - ServiceNow's Now Assist has generated over $250 million in ACV[106] Market Opportunity and Expansion - ServiceNow estimates its 2027 total addressable market (TAM) to be over $350 billion[41] - The company's CRM business has exceeded $14 billion in ACV in FY24[212, 349]