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Business Philosophy8 Mar 2024
Frank Slootman Beyond Snowflake: One of the Most Respected CEOs
Explore Frank Slootman's journey as CEO, reshaping Data Domain, ServiceNow, and Snowflake into tech powerhouses, and his unique leadership style.
ServiceNow (NOW) investor relations material
ServiceNow Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Market environment and business performance
Early-year volatility impacted markets, but strong demand and resilient growth followed, especially outside federal segments.
Q3 saw 30% growth in the federal sector, marking the largest federal quarter to date.
IT spending outlook into 2026 appears healthy, with continued strong execution despite uncertainty.
Federal business is a key driver for future growth, with opportunities to expand globally and modernize outdated systems.
Agreement with GSA in Q3 broadens federal opportunities and supports long-term growth.
AI adoption and customer trends
AI dominates customer conversations, with a shift from experimentation to full-scale deployment.
Enterprises focus on secure, governed AI implementation, with strong interest in AI Control Tower for asset management.
AI is a catalyst for both public and private sector growth, driving rapid deal closures and modernization.
Internal use of AI has delivered $350M in productivity efficiencies, with $100M annualized flowing to the bottom line.
AI-driven efficiencies have enabled margin improvements and strategic headcount management.
Revenue, consumption, and growth outlook
AI revenue surpassed $500M this year, targeting $1B next year, with a multi-year growth journey ahead.
Customer AI consumption grew 55x since May, outpacing expectations and creating a virtuous cycle of adoption.
Initial subscription pricing sees consistent 30% uplifts; incremental consumption impact expected from late 2026 into 2027.
Trillions of workflows on the platform position the business for exponential compute and capacity needs.
Significant white space remains, with 8,500 customers out of a 50,000 target base, supporting ongoing best-in-class growth.
When will AI consumption materially impact revenue?
How does AI accelerate federal modernization?
AI's impact on headcount and investment strategy?
Partial view of Summaries dataset, powered by Quartr API
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Next ServiceNow earnings date
Q4 202529 Jan, 2026
Next ServiceNow earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
A leading provider of enterprise software solutions
ServiceNow is a cloud-based platform that provides digital workflows and automation solutions to businesses and organizations of all sizes. The company was founded in 2004 and has since become a leading provider of enterprise software solutions. Some of ServiceNow’s competitors include Salesforce, Oracle, and Microsoft.
The business model
ServiceNow's business model is based on providing a scalable and customizable digital platform that enables businesses to automate their workflows and improve their overall productivity. The company's products and services include IT service management, HR service delivery, customer service management, and security operations, which can be tailored to meet the specific needs of each organization.
How ServiceNow makes money
ServiceNow generates revenue primarily through the sale of its digital workflow and automation solutions, as well as through ongoing customer support and service contracts. The company's revenue is also generated through its partnerships with other technology companies, as well as through collaborations with academic research institutions and other organizations.
An innovative approach to digital workflows and automation
Interesting facts about ServiceNow include that it has been recognized for its innovative approach to digital workflows and automation, with a focus on providing businesses with tools and solutions that are easy-to-use and customizable. The company has a strong focus on research and development, with a team of over 6,000 engineers and scientists dedicated to improving the company's digital workflow and automation solutions.
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