ServiceNow is looking to become an agentic AI orchestration leader. Salesforce has created a great launching pad for AI agents. 2026 has not been a good year for software-as-a-service (SaaS) stocks.

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CEO pushes back: Bill McDermott says AI will boost, not replace, SaaS platforms and calls 'Saaspocalypse' fears unfounded. Growth targets set: ServiceNow aims to double revenue to $30 billion by 2030, ...

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, ...

ServiceNow (NOW) raised its 2030 subscription revenue target to $30 billion with free cash flow margins rising 900 basis points versus 2025, and stock-based compensation falling to less than 10% of ...

Bernstein analyst Peter Weed raised his price target on ServiceNow (NYSE:NOW) to $236 from $226 while maintaining an Outperform rating, framing the company's Analyst Day as a long-term margin and free ...

Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, ...

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AI threat dismissed: Bill McDermott called the 'SaaSpocalypse' narrative nonsense, stressing AI as a growth driver, not a risk, for enterprise software. Governance at core: ServiceNow launched Action ...

ServiceNow has unveiled updates to its workflow management platform advancing its redefinition of itself as the “AI control tower for business reinvention” at its Knowledge customer event this week.

Anthropic (ANTHRO) CEO Dario Amodei warned that software-as-a-service firms that do not properly integrate artificial intelligence into their product offerings could possibly go out of business.