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 is the connecting layer for enterprises, as it employs its CMDB and CSDM technology to ensure companies can keep track of their operations. The firm's AI Control Tower and RaptorDB Pro ...

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 ...

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 ...

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 ...

The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude Code Security,” an AI-driven security product, has rattled investors across ...

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 ...

While SaaS stocks struggled in 2025, the sector took a huge hit this year following Anthropic's release of Claude Code. Suddenly, agentic coding tools were here, and the potential to quickly create ...