ServiceNow (NOW) CEO Bill McDermott said during the company's Financial Analyst Day that reaching $30B in subscription revenue by 2030 was his "bear case." To put it in perspective, ServiceNow's ...

ServiceNow (NOW) raised Q1 2026 subscription revenue to $3.671B with 32% operating margin and 97% renewal rate, while Now Assist AI product revenue hit $1.5B with customers spending over $1M on AI up ...

New AI specialists for IT, CRM, employee service teams, and security and risk extend governed, AI-driven execution at enterprise scale Unlike tasked-based AI tools and AI agents, ServiceNow AI ...

Enterprise workflows are undergoing a dramatic shift as AI integration has accelerated. Expect to see that momentum build at this year’s Knowledge conference, especially with heavy hitters such as ...

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April 22 (Reuters) - Software firm ServiceNow (NOW.N), opens new tab has become a popular short among hedge funds, analysts at J.P. Morgan said on Wednesday, as investor ‌sentiment toward the sector ...

NOW shares have tumbled 34% year-to-date, tracking toward a seventh consecutive monthly loss. First quarter 2026 results arrive after today’s closing bell; Wall Street forecasts $0.97 EPS on $3.75B ...

According to Thefly.com, UBS lowered its expectations for ServiceNow stock because it's less sure the company is in a more advantageous position to benefit from the AI computing boom than its software ...

ServiceNow (NOW) stock dropped 8% as the company’s workflow automation faces direct AI agent displacement threat. ServiceNow’s Anthropic partnership and AI product updates haven’t stemmed selling ...

Second-order: the bearish skew plus “premium evaporating” setup implies volatility will stay bid as investors de-risk AI-disruption exposure across enterprise software. Build a defined-risk volatility ...

Three years (plus) after the arrival of ChatGPT, chatbots are morphing into AI agents. As generative AI models have improved and become able to reason in real time, the major AI labs, starting with ...