ServiceNow announced a deal with a 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 with AI research lab Anthropic on Wednesday. This partnership involves further embedding of Anthropic’s AI models into ServiceNow’s platform for its customers and bringing Anthropic’s AI to its employees. ServiceNow declined to clarify the duration of the partnership or the monetary size of the deal.This deal ...

Core Viewpoint - ServiceNow is positioning itself as a unique player in the enterprise software market, distinct from traditional SaaS companies, despite facing skepticism from investors regarding its high valuation and stock performance [1][2]. Financial Performance - ServiceNow reported fourth-quarter earnings that exceeded Wall Street's expectations for both revenue and earnings for the ninth consecutive quarter, with subscription revenue reaching $3.47 billion, a 21% increase year-over-year, and non-GAAP earnings per share at $0.92, surpassing consensus estimates of approximately $3.42 billion and $0.87 respectively [3]. - The company raised its full-year 2026 subscription revenue guidance to between $15.53 billion and $15.57 billion, indicating a growth rate of approximately 20% to 21%, which is above the analysts' expectations of 18% to 18.5% [4]. Strategic Direction - CEO Bill McDermott emphasized that ServiceNow aims to be the central hub for AI and data access, differentiating itself from functional and feature SaaS companies [6][7]. - The company has been actively acquiring firms to enhance its AI and security capabilities, including the $7.75 billion acquisition of cybersecurity firm Armis and a $2.85 billion deal for AI-powered employee experience platform Moveworks [7][8]. Market Positioning - McDermott's strategy is to communicate that ServiceNow should not be categorized with traditional SaaS companies, as it focuses on automating workflows and integrating AI into its platform [5][6]. - Despite a 40% decline in stock value over the past year, the latest quarterly results suggest that ServiceNow can achieve organic growth exceeding 20% year-over-year, countering concerns about its acquisition strategy being solely focused on buying revenue growth [2][8].

No matter how much profit and revenue growth ServiceNow generates, Wall Street has been too worried about the threat of AI to notice or care. Bill McDermott has had enough. The ServiceNow CEO is so sure AI won't eat software that he's betting more on his own stock and committing to stay on as the company's leader through 2030."We're building a trillion-dollar company here," McDermott told Business Insider in an interview on Wednesday. The company, which sells software to businesses, once again reported qu ...

ServiceNow Reports Fourth Quarter and Full-Year 2025 Financial Results; Board of Directors Authorizes Additional $5B for Share Repurchase Program Recent Business Highlights Partner Updates SANTA CLARA, Calif. - January 28, 2026 - ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced financial results for its fourth quarter ended December 31, 2025, with subscription revenues of $3,466 million in Q4 2025, representing 21% year-over-year growth and 19.5% in constant currency. " ...

Core Insights - ServiceNow has expanded its partnership with Panasonic Avionics to modernize and unify sales, service, marketing, and billing for over 300 airlines globally using its AI-powered platform [1][5] Group 1: Challenges and Needs - Panasonic Avionics faced limitations in real-time visibility due to legacy systems that hindered operations across more than 300 airlines [2] - The company required a unified platform to replace its siloed CRM and billing systems as it grew [2] Group 2: Solutions Provided - ServiceNow's CRM and Now Assist will connect Panasonic Avionics' customer operations, enhancing experiences and reducing costs through AI-driven workflows [3] - The integration with Aria Billing Cloud and Tenon Marketing Automation will provide complete lead-to-cash capabilities, offering a real-time view of customers and services [4] Group 3: Partnership Development - The relationship between Panasonic Avionics and ServiceNow has been ongoing since 2019, with previous implementations aimed at improving self-service and productivity [5] - The expanded capabilities of ServiceNow are set to support Panasonic Avionics across IT, HR, service, and engineering, with plans for further AI-powered enhancements [5] Group 4: Industry Impact - The unified platform will allow Panasonic Avionics to enhance support for airline customers, ensuring reliability and speed in operations [6] - The partnership aims to create a flexible and scalable foundation for the future of in-flight engagement [6]

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow and Anthropic partner to help customers build AI-powered applications, accelerate time to value and apply trusted AI to critical industries. ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced financial results for its fourth quarter ended December 31, 2025, with subscription revenues of $3,466 million in Q4 2025, representing 21% year-over-year growth and 19.5% in constant currency. "ServiceNow significantly beat Q4 expectations, accelerated net new business, and issued exceptional guidance for 2026,†said ServiceNow Chairman and CEO Bill McDermott. "We had su. ...

ServiceNow and Fiserv expand strategic commitment to accelerate AI-driven transformation of financial servicesJan 28, 2026 4:10 PM Eastern Standard Time# ServiceNow and Fiserv expand strategic commitment to accelerate AI-driven transformation of financial servicesShare---By scaling ServiceNow AI throughout operations, Fiserv will elevate operational excellence while enhancing resiliency and stability across IT and client experiencesSANTA CLARA, Calif. & MILWAUKEE--([BUSINESS WIRE])-- [ServiceNow](NYSE: NOW) ...

Core Insights - The article emphasizes the importance of earnings reminders and analysis for ServiceNow, highlighting the need for timely market updates and stock recommendations delivered to investors' inboxes [1] Company Analysis - ServiceNow is positioned as a key player in the market, with a focus on providing innovative solutions that cater to evolving customer needs [1] - The company is expected to release earnings reports that could significantly impact its stock performance and investor sentiment [1] Market Updates - The article suggests that staying informed about market trends and updates is crucial for making informed investment decisions [1] - It indicates that the current market environment presents both opportunities and challenges for investors [1] Stock Recommendations - New stock recommendations are being provided, which could offer potential investment opportunities for stakeholders [1] - The emphasis is on delivering actionable insights that can help investors navigate the complexities of the market [1]

Market Overview - The market is experiencing a busy day with significant earnings reports and comments from political figures impacting sentiment [2][5] - The divergence between the NASDAQ and Russell indices indicates a recent rotation of money back into technology stocks after a brief period of underperformance [3][4] Technology Sector Insights - Major technology companies are set to report earnings, with ASML's bookings nearly doubling estimates, reflecting strong demand in the semiconductor sector [4][5] - The ongoing infrastructure buildout is driving GDP growth, estimated at 4-5%, which is beneficial for the technology sector and broader economy [5][6] - There is a notable divergence within the technology sector, with some large-cap software companies hitting 52-week lows while the overall market reaches new highs [8][19] Federal Reserve and Economic Policy - The Federal Open Market Committee (FOMC) is expected to maintain current interest rates, with little market expectation for changes, although there is interest in potential dissenting votes among new members [12][13] - The selection of the next Fed chair is generating intrigue, with several candidates being discussed, and the Senate confirmation process is a critical factor [10][17] Capital Expenditure Trends - Capital expenditure (capex) among major tech firms is a focal point, with expectations that it should neither be too high nor too low to maintain investor confidence [9][20] - The impact of artificial intelligence (AI) on software companies remains uncertain, with questions about how increased competition will affect profitability and market dynamics [22][23]