Readers looking for more companies using AI in practical, workflow-heavy settings may want to explore 37 AI small caps.
ServiceNow runs cloud software that connects workflows across IT, customer support, and back-office functions for enterprises in North America and other global regions. Rolling out agentic automation and CRM use cases like the Bundesliga example speaks directly to how its platform is used in everyday operations.
For ServiceNow, this update lines up closely with the Narrative’s focus on scaling AI and CRM annual contract value. AI Workflow Factory and Autonomous Engineer speak directly to the push for more agentic workflows, while the Bundesliga CRM results give a concrete reference point for how those tools can sit inside large customer environments. That supports the catalyst around AI ACV already above US$1b and a roughly US$2b CRM ACV base, plus the aim to deepen workflow usage across customers rather than just selling new modules. The unresolved piece is how widely this automation model is adopted beyond a few headline clients, which still matters for the revenue mix and margin assumptions analysts are using.
See how these catalysts shape ServiceNow's path to a $145 fair value.
The clearest early signal to track is how ServiceNow reports AI related and CRM ACV over the next few quarters, especially any disclosure on net new AI ACV growth and the share of workflows handled by agentic tools such as Autonomous Engineer in customer case studies similar to the Bundesliga rollout.
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