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ServiceNow AI Revenue Surpasses $1 B, Boosting Outlook for 2026
ServiceNow reported that its AI‑related annual contract value (ACV) topped $1 billion in the second quarter of 2026, putting the company on track to reach $1.5 billion by year‑end. Subscription revenue climbed to $3.877 billion, up 24.5 % year‑on‑year, and the firm lifted its full‑year subscription‑revenue guidance to $15.76‑$15.78 billion. The number of customers using agentic AI grew ninefold over nine months, and 123 transactions exceeded $1 million each in ACV.
Across the broader AI sector, investors are pressuring fast‑growth startups, while prediction‑market data suggest OpenAI is more likely than Anthropic to go public first. Anthropic’s Claude Code generated roughly $2.5 billion in annualised revenue by February 2026, about 20 % of its total business, whereas OpenAI’s Codex reported just over $1 billion at the end of January 2026. OpenAI CEO Sam Altman disclosed that he briefly used and then deleted TikTok while developing Sora, the company’s AI video app, as part of a pre‑IPO strategy. Meanwhile, large‑scale funding is flowing into AI “world‑model” startups aiming to enable physical‑world AI applications.
Entities
AI world models · Anthropic · Claude Code · Codex · OpenAI · Sam Altman · ServiceNow
Claims
What the coverage asserts, and how many sources carry each claim.
- [○ 1 SOURCE] Prediction‑market betting volume shows most traders expect OpenAI to be the first AI firm to go public.
- [○ 1 SOURCE] Sam Altman deleted his TikTok account after using it to study user experience for Sora, an AI video app, as part of OpenAI's pre‑IPO strategy. www.newsbytesapp.com
- [○ 1 SOURCE] Prediction‑market data favors OpenAI to IPO before Anthropic.
- [○ 1 SOURCE] Sam Altman admitted OpenAI fell behind Anthropic in AI coding tools race.
- [DISPUTED] Anthropic's Claude Code generated nearly $2.5 billion in annualized revenue by February 2026, about 20 % of Anthropic's total business.
- [○ 1 SOURCE] OpenAI launched GPT‑5.5 to close performance gaps on industry benchmarks.
- [○ 1 SOURCE] OpenAI explored a roughly $3 billion acquisition of Windsurf, an AI coding startup, in 2025, but the deal collapsed.
- [○ 1 SOURCE] OpenAI's Codex reported just over $1 billion in annualized revenue at the end of January 2026.
- [● 2 SOURCES] ServiceNow's AI annual contract value (ACV) exceeded $1 billion in Q2 2026. www.insidenews.ch · www.kapitalmarktexperten.de
- [● 2 SOURCES] ServiceNow's subscription revenue was $3.877 billion in Q2 2026, up 24.5 % year‑on‑year. www.insidenews.ch · www.kapitalmarktexperten.de
- [○ 1 SOURCE] OpenAI's Codex reported just over $1 billion in annualised revenue at the end of January 2026.
- [○ 1 SOURCE] Sam Altman deleted his TikTok account while developing the Sora AI video app as part of OpenAI's pre‑IPO strategy. www.newsbytesapp.com