NOW/Workflow Platform — Scenario Model
Blue = input assumption|Black = computed

Workflow Platform — Scenario Model

Current Price
$950
Workflow Platform Component
$341/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$41B$4175%
base$20B$2020%
bear$9B$95%

Full Year-by-Year Models

Blue = input · Black = computed · Click to expand

Market-Implied Probability Reconciliation

Given these scenario EVs, what probability weights would the market need to assign to produce the current market-implied value of $341/share?

ScenarioWorkflow EVPer ShareImplied Prob.Weighted Contrib.
bull$41B$19775.0%$147
base$20B$9820.0%$20
bear$9B$435.0%$2
Total100%$169/sh

Note: These probabilities apply to Workflow's contribution to ServiceNow equity. ITSM and AI Agents contribute separately.

Target contribution: $341/sh. Residual: $171.8/sh.