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 ...

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There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

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 ...

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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 ...

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 ...

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 ...