ServiceNow projects $30bn in 2030 subscription revenue with 30% of that ACV from Now Assist, the company's flagship AI offering. The investor-day pitch is a structural answer to AI-SaaS displacement ...

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.

ServiceNow's stock may be a bargain after a 60%-plus fall.

・Zavery discussed the shift in Saas business models, from a focus on increasing ‘seats’ and users to offering AI-driven platforms that automate work. ・‘If you’re not using the latest technology and ...

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