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 ...

SaaS has become the go-to model for software companies, providing recurring revenue through monthly subscriptions. Clients don't get a one-time package that can become obsolete over time but an ...

That was certainly true of ServiceNow, which was already down tremendously from its highs, then fell another 18% the day after that earnings report. All in, the stock is down 52% over the past year ...

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. This voice experience is generated by AI. Learn more. This ...

この記事は会員限定です。会員登録すると全てご覧いただけます。 AIによってSaaSが不要になる――いわゆる”SaaS終焉論”がSaaSベンダーの株価を下げている。ServiceNowも例外ではない。1年前に200ドル付近を推移していた同社の株価は現在、その半分ほどの ...

ServiceNow is rated a strong buy, with shares still 50% below all-time highs despite recent momentum and resilient earnings estimates. NOW's deep enterprise integration and trusted workflow position ...

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ServiceNow's stock has been more than cut in half over the past year. The company has been caught up in artificial intelligence (AI) disruption fears in the software sector. However, ServiceNow is ...

Agentic artificial intelligence (AI) can handle many of the tasks SaaS companies perform. ServiceNow and Palantir both offer platforms that oversee and manage AI agents. Both stocks are trading at a ...