AI ARR Snapshot

Artificial intelligence products at three software groups are now large enough to show up as meaningful annual revenue lines, with Salesforce, ServiceNow and Adobe all disclosing fresh run-rate figures in recent earnings materials. (salesforce.com) Salesforce said on February 25, 2026, that Agentforce annual recurring revenue reached $800 million, up 169% from a year earlier, and that it had closed 29,000 deals. The company also said customers had consumed nearly 20 trillion tokens and generated more than 2.4 billion “agentic work units.” (salesforce.com) ServiceNow said on January 28, 2026, that Now Assist net new annual contract value more than doubled year over year in the fourth quarter of 2025. Earlier, on July 23, 2025, the company said Now Assist was “firmly on track” to reach $1 billion in annual contract value by 2026. (servicenow.com 1) (servicenow.com 2) Adobe said on September 11, 2025, that its AI-first annual recurring revenue had already exceeded its $250 million year-end target. In March 2026, Adobe said those AI-first offerings had more than tripled year over year. (adobe.com 1) (adobe.com 2) Annual recurring revenue is the yearly value of subscription contracts, and annual contract value is the yearly value of booked contracts. Those measures matter in software because they show whether customers are turning artificial intelligence features into repeat spending, not just short pilot projects. (servicenow.com) (salesforce.com) The products are not identical. Agentforce is Salesforce’s system for autonomous software agents tied to customer data and applications, Now Assist is ServiceNow’s generative artificial intelligence layer for workflow software, and Firefly is Adobe’s family of image, video and creative generation tools. (salesforce.com) (servicenow.com) (adobe.com) The disclosures also show how each company is measuring the business differently. Salesforce gave an annual recurring revenue total, Adobe grouped several “AI-first” products into one annual recurring revenue figure, and ServiceNow has emphasized net new annual contract value growth and a 2026 target rather than a single disclosed current run-rate total in its official releases. (salesforce.com) (adobe.com) (servicenow.com) That makes side-by-side comparisons harder than a single social-media chart suggests. A disclosed $800 million annual recurring revenue line is not the same metric as “more than doubled” net new annual contract value, and Adobe’s $250 million figure covered multiple AI-first products rather than Firefly alone in the company’s earnings language. (salesforce.com) (servicenow.com) (adobe.com) Investors have spent the past year asking whether generative artificial intelligence would become a paid software category or stay bundled into existing subscriptions. By early 2026, these three companies had all reported enough contracted demand to put artificial intelligence in the same financial language software groups use for their core products: annualized, recurring and booked. (servicenow.com) (salesforce.com) (adobe.com)