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 ...

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.

If ServiceNow CEO John Donahoe weren't already fully committed to running one of the fastest-growing and most-innovative software companies on the planet, he could make a great living teaching ...

According to Cramer, enterprise software stocks spent much of the first half of the year under pressure as investors worried ...

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To expand on ServiceNow's offerings, it is all about making IT workflows more efficient. With businesses utilizing multiple software and hardware products, it's easy for something to go wrong. And ...

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ServiceNow Q2 beat: revenue, EPS, RPO and FCF surged on Now Assist genAI adoption. Outlook raised; shares look undervalued.

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 ...

It’s been a long time coming; I’ve been having conversations around ServiceNow’s IPO or their acquisition by another vendor for as long as I have been an IT analyst (and that’s late 2008). Last night ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. This follows Thursday’s brutal sector repricing, when ...

The so-called SaaS-pocalypse arrived fast. After Anthropic launched agentic AI plug-ins in early February, the S&P 500 software and services index fell as much as 17% in six sessions, wiping out ...