The market is discounting future free cash flows of SaaS companies because autonomous AI agents threaten their business models.

ServiceNow announced an expanded partnership with Anthropic about a week after it inked a similar deal with competitor OpenAI.

ServiceNow announced a deal with major AI player Anthropic just a week after it announced a partnership with OpenAI. Enterprise workflow software company ServiceNow has entered into a multi-year deal ...

Total revenue increased 20.5% year-over-year, while Subscription revenue climbed 21% year-over-year. ServiceNow said it had remaining performance obligations of $28.2 billion at quarter’s end, up 26.5 ...

Over almost three months from late October to January, ServiceNow (NOW)’s stock fell 37%, despite modest revenue growth. Concerns regarding AI disruption, a cautious outlook for FY26, and an ...

After reaching an all-time high of $239.62 in January 2025, ServiceNow's share price is now hovering around $104.00, a drawdown of almost 60%. Following the largest drawdown in its history, ServiceNow ...

In this video, I'll talk about Meta's, Microsoft's (MSFT 0.31%), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short video ...

A developer-targeting campaign leveraged malicious Next.js repositories to trigger a covert RCE-to-C2 chain through standard ...

ServiceNow faces a critical test in after-hours trading as investors digest guidance that shows continued deceleration. The company projects 19.5-20% constant-currency subscription growth for 2026 – ...

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