Earnings call ServiceNow posted Q4 subscription revenue growth of 21% YoY (19.5% in constant currency), beating guidance by 150 bps. CRPO grew 25% YoY, with strong AI-driven product traction. 2026 ...

ServiceNow looks well-positioned to be an AI winner despite its recent stock performance.

ServiceNow's stock dropped recently due to macroeconomic concerns and disappointing Q4 2024 earnings, but early success in Agentic AI positions it well for future growth. The company's Pro Plus AI ...

Investors are worried about the impact of AI.

ServiceNow’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP profit expectations, but the market reaction was notably negative. Management focused on the acceleration in AI-driven ...

As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff. Ives says the current selloff is “the worst he’s witnessed in 25 years” but ...

The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear driving this sell-off is singular, terrifying, and easy to understand: ...