# ServiceNow has become one of the more carefully watched test cases for whether enterprise software companies can ride the AI wave or be displaced by it.

*genai · news · 2026-05-05 · TNW*

## Key points

- ServiceNow projects $30bn in subscription revenue by 2030, up from prior targets.
- Now Assist is expected to drive roughly 30% of ServiceNow's 2030 annual contract value.
- The near-term Now Assist ACV target was raised from $1bn to $1.5bn for 2026.
- ServiceNow frames itself as the orchestration layer for enterprise AI, not just workflow software.
- Competition from Anthropic-Blackstone and OpenAI DeployCo directly targets ServiceNow’s historical customer base.

**Companies:** ServiceNow

[Read the full story on TNW](https://thenextweb.com/news/servicenow-30-billion-2030-now-assist-ai-revenue)

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