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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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 ...

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.

The verdict is in: SaaS is dead. At least, that's what the market seems to believe. The rise of agentic AI — autonomous software agents capable of handling complex professional tasks — has sent 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 ...

Forbes contributors publish independent expert analyses and insights. I write about disruptive companies, technologies and usage models. In case you’ve somehow missed the splashy TV ads starring Idris ...

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 ...

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 ...