[[{“value”:”
ServiceNow (NYSE:NOW) is making Anthropic’s Claude the default AI model across its platform, covering customer workflows and its own internal operations.
The move introduces autonomous agents and agentic workflows for clients such as Fiserv and Panasonic Avionics.
The company is also broadening its enterprise AI partner ecosystem and pushing sector specific AI use cases in areas like financial services and aviation.
For you as an investor, this positions ServiceNow more as an AI workflow backbone rather than just a traditional SaaS workflow vendor. The company is tying its core platform directly to generative AI, with real world deployments at enterprises that run complex, regulated processes. Sector focused efforts in financial services and aviation indicate where management may be concentrating efforts for deeper adoption.
Looking ahead, the depth of this Claude integration may shape how customers think about building on NYSE:NOW compared with other enterprise platforms that rely on looser AI add ons. Key things to monitor will include how quickly customers roll out autonomous workflows at scale, how partners plug into this AI layer, and whether ServiceNow can maintain flexibility for clients that prefer a mix of AI providers.
Stay updated on the most important news stories for ServiceNow by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on ServiceNow.
NYSE:NOW 1-Year Stock Price Chart
Why ServiceNow could be great value
For investors, making Anthropic’s Claude the default model across ServiceNow’s platform ties the recent AI narrative directly to concrete customer wins like Fiserv and Panasonic Avionics, as well as to internal productivity gains for its 29,000 employees. Combined with Q4 2025 revenue of US$3.57b and full year revenue of US$13.28b, plus higher net income versus the prior year, this move suggests management is trying to link AI-heavy product usage to the existing subscription base rather than treating it as a side product.
Advertisement
How this fits the ServiceNow narrative you have been following
The deeper Claude integration aligns with existing bull and bear narratives that both focus on AI agents, industry workflows, and CRM expansion. Supporters of the long-term growth story will likely view the Fiserv and Panasonic cases as evidence that AI-powered workflows are becoming embedded in high value, regulated industries, while the more cautious narrative around hybrid pricing and delayed monetization will focus on how quickly these deployments actually turn into subscription and consumption revenue.
Risks and rewards investors are weighing right now
ServiceNow’s AI-focused partner program, broadening ecosystem and 2,700+ partners can increase the range of use cases and help customers ramp AI agents more quickly versus peers like Salesforce and SAP.
Large reference customers, a 98% renewal rate in Q4 and an expanded US$9.5b buyback authorization signal customer stickiness and management confidence in the business.
Investors are already concerned about AI-related disruption and high sector valuations, and heavy AI and security spending plus big-ticket acquisitions such as Armis and Veza add execution and integration risk.
Hybrid subscription and consumption pricing for AI agents can delay revenue recognition, so weaker short term growth or margin pressure versus Microsoft, Salesforce or SAP could keep sentiment fragile.
What to watch from here
From here, you may want to track how quickly AI-powered products like Now Assist and Build Agent translate into higher contract values, how much of the 2026 subscription revenue guidance is driven by AI add ons versus core workflows, and whether the buyback pace changes if share price volatility continues. If you want to see how different investors are connecting this AI push with long term growth and risk, have a look at community narratives on ServiceNow and compare them with your own expectations.
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
New: Manage All Your Stock Portfolios in One Place
We’ve created the ultimate portfolio companion for stock investors, and it’s free.
• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocks
Try a Demo Portfolio for Free
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
“}]]