Will Vbrick’s video integration deepen ServiceNow’s AI data advantage and shape its margins in the near term?

• On December 2, 2025, Vbrick announced a new integration with ServiceNow’s Now Assist. This enables businesses to transform previously siled video content into searchable, AI-enabled data for workflow automation and support.
• The move highlights how ServiceNow is deepening use cases by embedding external AI-enabled data sources, such as enterprise video, directly into its core automation platform.
• We then consider how this deeper integration of Vbrick and Now Assist will impact ServiceNow’s AI-driven growth story and margin expectations.

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ServiceNow Investment Story Summary

To own ServiceNow, you must believe that you can translate your AI platform, ecosystem partnerships, and breadth of workflows into durable, profitable growth despite increased competition and valuation risks. The integration of Vbrick and Now Assist supports that theory by expanding AI-enabled data sources, but does not fundamentally change the short-term catalyst for AI monetization progress or the key risks around execution and margin pressure from intense AI investment and acquisitions.

Among the recent updates, the expanded partnership with Microsoft is the most relevant here. Both the Vbrick integration and the Microsoft AI Foundry/Copilot Studio partnership emphasize that ServiceNow aims to become an orchestration layer for third-party AI and data. How the company can translate these integrations into higher-priced AI SKUs and larger enterprise deals could provide key evidence of an AI-driven growth story that analysts are watching closely.

But while consolidation looks promising, investors should be aware that intense AI competition is still likely.

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The ServiceNow story projects $20.3 billion in revenue and $3.3 billion in revenue by 2028. This would require annual revenue growth of 18.9%, increasing revenue by approximately $1.6 billion from the current $1.7 billion.

We reveal how ServiceNow’s forecasts generate a fair value of $1,155, 40% higher than the current price.

explore other perspectives

More bullish analysts assumed that ServiceNow would reach around US$20.3 billion in sales and US$4.2 billion in revenue by 2028, and were much more optimistic that the partnership and hybrid AI pricing would pay off quickly compared to their baseline outlook, but the latest Vbrick integration suggests that AI It shows how assumptions regarding adoption and monetization can change, and these different expectations should be carefully weighed.

Check out 16 other fair value estimates on ServiceNow. See why the stock is worth 51% more than its current price.

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Don’t agree with an existing story? Create your own in under 3 minutes. Following the herd rarely yields exceptional investment returns.

• A great starting point for ServiceNow research is an analysis that reveals four key benefits that can influence your investment decision.
• Our free ServiceNow research report provides comprehensive fundamental analysis compiled into a single visual (Snowflake), making it easy to assess ServiceNow’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

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