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 ...
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「SaaS終焉論」が囁かれる中、ServiceNowのCEOビル・マクダーモット氏は「AIは思考するが行動作為はできない」と反論。他社製のAIも一元管理する新構想や、NVIDIAらの活用事例を交え、共存の現実と2030年に向けた成長戦略を語った。
ServiceNow (NYSE:NOW) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have hammered SaaS valuations broadly. This ...
2024年5月31日(金)、ブレインズコンサルティング株式会社(東京都中央区)は、Sazae Pty Ltd(オーストラリア、シドニー)のCEO溝尻氏をゲストに迎えコンシューマー向け海外SaaSの最新トレンドに焦点を当てたオンラインセミナーを開催します。 日本企業でも ...
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 ...
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 just figured out a way to beat the AI 'SaaS-pocalypse,' and it could make the ...
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 ...
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