ServiceNow Now Assist Hits $600M ACV with 3,000 Customers — AI Agent Tier Targeting $1B Before Year-End 2026

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ServiceNow's Q4 2025 earnings confirmed Now Assist reached $600M in annual contract value with nearly 3,000 customers, with Q1 2026 subscription revenue guided at 18.5–19% YoY growth. The AI agent tier is the fastest-growing ACV line in ServiceNow history and is projected to cross $1B by year-end 2026. Enterprise buyers are treating AI agent subscriptions as an additive budget line rather than a seat replacement — a structural dynamic opposite to the SaaSpocalypse narrative hitting horizontal SaaS incumbents.