ServiceNow is deeply embedded in large enterprises, making its platform highly irreplaceable and resilient to AI-driven disruption. NOW’s land-and-expand strategy, high renewal rates, and expanding AI ...

ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...

IBM, ServiceNow's quarterly results revive AI disruption fears Software stocks pressured since Anthropic launched tools in Feb Investors have favored chip stocks over software so far in 2026 April 23 ...

ServiceNow reported solid first-quarter results and raised forecasts, underscoring continued demand for its software even as questions swirl about the impact of AI on the industry. Still, the stock ...

ServiceNow (NOW) fell 36.9% year to date amid SaaS sell-offs but beat Q4 EPS by 3.37% and grew revenue 20.7% YoY, with Now Assist net new ACV more than doubling. Enterprises are adopting AI-powered ...

UBS downgraded ServiceNow (NOW) from Buy to Neutral with a $100 price target, citing concern that autonomous AI agents could disrupt enterprise software incumbents and compete with traditional ...

Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...

Anthropic added a new feature to Claude that gives the chatbot the capability to create interactive visuals directly in the chat, featuring elements such as charts, diagrams, and more. This latest ...

ServiceNow is handling 90% of its own employee IT requests autonomously, resolving cases 99% faster than human agents. On Thursday it announced the product technology it wants to use to do the same ...

ServiceNow is pivoting to be an artificial intelligence (AI) first company, and its generative AI suite of solutions, Now Assist, continues to be a growth driver, reaching a $600 million annual ...

ServiceNow is a buy because its unified architecture makes it the "operating system" for enterprise AI, allowing it to capture productivity gains even as traditional software seat counts shrink. I ...

ServiceNow signed a three-year deal with OpenAI to use its intelligence models to offer AI agents to customers. ServiceNow will add OpenAI's GPT-5.2 into its enterprise platform. ServiceNow is in the ...