ServiceNow (NOW) 2026 Evercore Global TMT Conference summary

Strategic vision and business evolution

• Data and analytics have become a core focus, aiming to build a multibillion-dollar business driven by customer demand and AI relevance.

• The approach centers on the 4Cs: connect, clean, context, and converge, ensuring data is accessible, trustworthy, meaningful, and actionable.

• Workflow Data Fabric, RaptorDB, and a new analytics product line are key offerings, mapping to these pillars.

• The business is on track to surpass $1 billion in ARR within a few quarters, reflecting rapid adoption.

• Expansion is driven by selling outcomes to existing workflow customers, not just data teams, with a focus on operational speed and AI readiness.

Product innovation and differentiation

• RaptorDB Pro enables both transactional and analytical queries on the same dataset, reducing latency and enabling real-time insights.

• Workflow Data Fabric integrates data across platforms, supports zero-copy access, and is already used by over 6,000 customers.

• The Context Engine leverages a knowledge graph, integrating data from multiple sources and acquisitions to provide rich context for AI agents.

• Autonomous data governance, enabled by the data.world acquisition, ensures trusted, governed data products for both humans and AI.

• The platform supports openness, allowing customers to keep data in place across various systems and federate queries as needed.

Market positioning and go-to-market strategy

• The unified platform, with a single data and security model, is cited as the most durable competitive advantage.

• Customers benefit from lower total cost of ownership, improved accuracy, and streamlined training across business functions.

• The initial sales motion targets existing platform owners, with specialist teams supporting deeper data and analytics conversations.

• Adoption patterns typically start with Workflow Data Fabric, followed by RaptorDB and then analytics as needs mature.

• The install base is highly receptive, making upsell and cross-sell opportunities more accessible.