ServiceNow announced a strategic pivot at its Knowledge 2026 conference to become the core governance and action layer for enterprise AI. The company is transitioning from a workflow platform to a specialized AI management system.
New offerings include Autonomous Security and Risk, which integrates technology from recent acquisitions Armis and Veza. The company also expanded its AI Control Tower to monitor and secure AI across various enterprise systems.
ServiceNow reported Q1 2026 revenue of $3.77 billion, marking a 22% year-over-year increase. Management raised its subscription revenue guidance for the full year. ServiceNow stock (NOW) traded up over 3% on May 27, 2026, following the announcements.