ServiceNow targets subscription revenues exceeding $30 billion by 2030, with AI products accounting for more than 30% of annual contract value.

The company’s investor materials highlight an AI-driven roadmap and enterprise impact, along with additional investor research resources.

ServiceNow University has grown to nearly 2 million learners, with strong year-over-year growth across customers, partners, and employees.

Since Knowledge 2025, the university has reached close to 2 million learners, driven by 80% annual growth and increased certifications and participation.

A personalized learning profile uses a “people like you” approach to tailor recommendations by role and industry, accelerating time-to-competence.

ServiceNow University is framed as an adaptive, AI-native learning ecosystem that emphasizes safe experimentation, skill-building, and hands-on practice over mere course completion.

Lenovo and ServiceNow expanded their partnership to integrate device intelligence with workflow automation via Lenovo’s xIQ and the ServiceNow AI Platform.

Certified implementors correlate with higher retention and faster go-lives, with customers seeing 7-point higher gross retention and 14-point higher net retention.

Stakeholders report tangible benefits from certified talent, including faster live deployments, higher license usage, and greater app deployment.

The company positions Now Assist as the orchestration layer of an enterprise AI operating system, not just a general AI vendor.

Key questions for investors include Now Assist’s quarterly ACV trajectory toward 2026 and 2027, competitive dynamics with Anthropic-Blackstone and OpenAI DeployCo, and margins as compute costs scale.

Investor-day messaging seeks to counter AI-driven disruption fears by highlighting resilience and a differentiated growth path for ServiceNow.