ServiceNow used its investor day on 4 May 2026 to project $30bn in 2030 subscription revenue, with Now Assist contributing roughly 30% of that ACV. The pitch is a deliberate counter to AI-SaaS ...

ServiceNow beats high end of guidance across all Q2 2026 topline growth and profitability metrics, raises full year subscription revenues outlook Subscription revenues of $3,877 million in Q2 2026, ...

Against a gloomy backdrop for software sentiment, ServiceNow just topped revenue expectations.

CEO William McDermott stated that "Q4 results beat expectations handily, just like we have consistently for years now." He emphasized that subscription revenue growth was 21%, which was "1.5 points ...

For ServiceNow, the next enterprise AI battle is not about who has the smartest model. It’s about who can keep thousands of ...