ServiceNow

Investors continue to punish ServiceNow despite strong earnings and CEO McDermott’s forecast of blistering growth in AI product sales

ServiceNow raised 2026 AI revenue guidance 50% to $1.5B and beat Q1 earnings, but investors tanked the stock 14% betting that AI agents will cannibalize traditional SaaS—a claim Nvidia's Huang disputes.

The 3 forces quietly dismantling the business model that made enterprise software fabulously profitable

AI coding agents and vertical workflow automation are eroding SaaS vendors' traditional switching-cost moats and licensing margins, forcing enterprise software toward output-based pricing models and commoditized competition.

How ServiceNow gets customers to gorge at the AI trough

ServiceNow bundles AI agents and a developer SDK across three automation tiers to compress enterprise deployments from 6+ months to ~30 days, turning slow professional services into algorithmic commodities.

AI is moving fast. CFOs have a narrow window to shape its value

Only 2% of C-suites assign AI value creation to CFOs, but those that do see 76% achieve substantial returns—revealing an untapped opportunity in enterprise AI monetization.

Okta made a nightmare micromanager for your AI agents

Okta launches enterprise agent governance platform with kill-switch capability, while Dell CTO argues agents should be composable infrastructure standards rather than opaque black-box APIs.