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ServiceNow (NOW) investor relations material
ServiceNow Goldman Sachs Communacopia + Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Enterprise AI and workflow transformation
Enterprises face complexity and integration challenges, with 100 billion workflows and eight trillion transactions managed on a unified platform.
Security, governance, and visibility are now central, with integrated solutions spanning identity, asset, and risk management.
The platform enables automation across departments, reducing technical debt and risk while supporting large-scale, secure operations.
Integration with hyperscalers and lab models allows customers to leverage advanced AI without high compute costs.
The AI Control Tower provides a unified, autonomous experience, integrating data and workflows across IT, IoT, and OT assets.
Security and platform integration
Security operations, identity, and asset management are unified, managing billions of devices and aiming for industry leadership.
The platform complements existing security tools, enhancing their effectiveness rather than competing directly.
Acquisitions like Armis and Veza expand capabilities in operating technology and identity, supporting public sector and critical infrastructure.
The configuration management database and context engine provide deep visibility and auditability.
Integration is prioritized in all acquisitions, ensuring rapid, seamless adoption of new technologies.
ITSM, automation, and customer impact
ITSM is a core, fast-growing business, enabling automation from employee onboarding to customer fulfillment.
AI-driven automation has replaced significant human labor, with 90% of cases resolved by agents and major productivity gains.
Beta programs are extending AI help desks to 500,000 mid-market customers, integrating simple tasks with enterprise-scale systems.
Case studies show dramatic ROI, such as reducing customer case resolution from minutes to seconds and consolidating legacy systems.
Airlines and other large enterprises are eliminating call centers, shifting to AI voice solutions for millions of interactions.
- AI-driven innovation, security focus, and agentic automation fuel growth and expanded market reach.NOW
Citi’s 2026 Global TMT Conference - AI-driven growth, product innovation, and market expansion are accelerating performance and adoption.NOW
Deutsche Bank 2026 Technology Conference - Q2 2026 revenue grew 24%, AI ACV topped $1B, and full-year guidance was raised.NOW
Q2 2026 - Unified data and analytics drive rapid growth and AI readiness through real-time, federated insights.NOW
2026 Evercore Global TMT Conference - Q3 2025 revenue grew 22% to $3.41B, margins expanded, and a five-for-one stock split was announced.NOW
Q3 2025 - Q2 2025 delivered 22.5% revenue growth, record margins, and strong AI-driven momentum.NOW
Q2 2025 - Q2 2024 delivered 23% subscription growth, record RPO, and raised guidance amid leadership changes.NOW
Q2 2024 - Q1 2025 saw 19% subscription growth, strong margins, and major AI acquisitions announced.NOW
Q1 2025 - 21%–23% subscription revenue growth, strong AI momentum, and double-digit 2025 outlook.NOW
Q4 2024
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