ServiceNow CEO Bill McDermott looks on during an "Invest America" roundtable discussion with US President Donald Trump in the State Dining Room of the White House in Washington, DC on June 9, 2025.ServiceNow topped Wall Street's fourth-quarter estimates after the bell on Wednesday. Shares fell more than 3%.Here's how the company performed versus LSEG estimates:Earnings per share: 92 cents adjusted vs. 88 cents expectedRevenue: $3.57 billion vs. $3.53 billion expected. Revenues grew 20.5% from $2.96 billion ...

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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 ...

ServiceNow CEO Bill McDermott has been on a mission to persuade investors to stop thinking of his enterprise software company as a standard SaaS (software-as-a-service) business.So far, McDermott has met with skepticism from the Street, which has been fixated on the lofty valuation of ServiceNow’s shares. The stock trades at a trailing price-to-earnings ratio that is more than twice that of some competitors, such as Salesforce. As a result, ServiceNow’s stock has declined 40% over the past year despite cons ...

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. " ...

核心观点 - ServiceNow与松下航空电子公司扩大合作关系 后者将采用ServiceNow的CRM、Now Assist等产品 替换其原有的孤立遗留系统 以现代化并统一其面向全球超过300家航空公司的销售、服务、营销和计费流程 [1] 合作背景与挑战 - 松下航空电子公司是机上互动服务的全球领导者 提供高速互联网、座椅靠背娱乐、点播电视和互动地图等服务 [2] - 随着业务增长 公司原有的孤立遗留CRM和计费系统限制了其对超过300家航空公司的实时可视性 需要一个统一平台进行替换 [2] 解决方案与产品应用 - ServiceNow CRM通过其AI代理、数据和工作流 连接松下航空电子的客户运营 旨在提升体验并帮助降低成本 [3] - ServiceNow电信行业销售与订单管理解决方案（包含Logik.ai配置定价报价能力）取代遗留系统 以加速交易配置并缩短从商机到订单履行的销售流程 [3] - ServiceNow原生AI体验Now Assist 提供AI驱动的案例解决、主动服务推荐和自助服务自动化 帮助松下航空电子更快响应航空公司客户需求并提升运营效率 [3] - 通过Aria Billing Studio for ServiceNow应用与Aria Billing Cloud集成 并结合Tenon营销自动化 扩展了ServiceNow提供从线索到现金的完整能力 [4] - 在ServiceNow AI平台上统一定价、计费和营销 使松下航空电子获得对客户和服务的实时端到端视图 从而实现更快的销售响应、简化的服务交付和全业务AI驱动洞察 [4] 合作历程与战略意义 - 双方合作始于2019年 当时松下航空电子实施了ServiceNow客户服务管理以加速自助服务、提高生产力和加快问题解决 [5] - 此次新增CRM和Now Assist能力后 ServiceNow已成为松下航空电子企业平台的基础 支持其IT、HR、服务和工程部门 并计划提供更多AI驱动的体验 [5] - ServiceNow全球客户运营总裁表示 统一销售、服务和计费使松下航空电子能够超越可视性转向行动 利用AI预测问题、实时指导决策并自动化运营工作 [6] - 松下航空电子全球IT负责人表示 扩大与ServiceNow的关系有助于提升当前对航空公司客户的支持水平 同时为未来机上互动服务的发展构建灵活、可扩展的基础 [6] 公司平台能力 - ServiceNow定位为业务重塑的AI控制塔 其AI平台可与任何云、任何模型和任何数据源集成 协调整个企业的工作流 [7] - 该平台通过统一遗留系统、部门工具、云应用和AI代理 提供了一个连接业务各个角落的智能与执行的单一视图 [7] - 该平台每年运行超过800亿个工作流 帮助组织将分散的运营转变为协调、自主且能带来可衡量结果的工作流 [7][8]

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. ...

公司与行业动态 - ServiceNow与Fiserv宣布扩大战略合作，共同加速金融服务的AI驱动转型 [1] - 合作核心是Fiserv将扩大使用ServiceNow的Now Assist产品，应用于金融服务运营和IT服务管理 [1] - 此举旨在提升Fiserv在IT和客户服务环境中的运营弹性、稳定性和效率 [1] 合作细节与部署 - Fiserv计划在2026年第一季度部署Now Assist for FSO和ITSM [1] - 通过将AI助手直接嵌入工作流，Fiserv旨在实现从被动支持模式向主动、弹性运营模式的转变 [1] - 此次合作建立在双方长期关系之上，Fiserv此前已使用ServiceNow工作流支持IT、安全、技术管理和员工流程 [1] 市场背景与需求 - 金融服务业正面临交易量增长、监管复杂性增加和客户期望提高的挑战 [1] - 金融机构对业务中断的容忍度为零，运营稳定性和弹性是服务客户的基础 [1] - Fiserv服务客户范围广泛，从大型企业、街角商店到各种规模的银行、信用合作社和金融科技公司 [1] 公司业务与规模 (ServiceNow) - ServiceNow定位为“业务重塑的AI控制塔”，其AI平台可集成任何云、模型和数据源 [1][2] - ServiceNow平台每年运行超过800亿个工作流 [1] - 2022年公司收入为72.45亿美元，净利润为3.25亿美元，员工超过20,500人 [2] - 公司总部位于加利福尼亚州圣克拉拉，CEO是Bill McDermott [2] 公司业务与规模 (Fiserv) - Fiserv是一家财富500强公司，也是标普500指数成分股 [1] - 公司是全球支付和金融技术领导者，业务涵盖账户处理、数字银行解决方案、发卡机构处理、网络服务、支付、电子商务、商户收单和处理以及Clover®智能销售点系统 [1] - 公司被《时代》杂志评为最具影响力公司之一 [1] 其他相关业务进展 - ServiceNow宣布与Panasonic Avionics Corporation扩大关系，后者将用ServiceNow CRM和Now Assist取代孤立的遗留系统，为全球300多家航空公司实现现代化 [2] - ServiceNow公布了2025年第四季度及全年财务业绩，第四季度订阅收入为34.66亿美元，同比增长21%，按固定汇率计算增长19.5% [2] - ServiceNow董事会授权额外50亿美元用于股票回购计划 [2] - ServiceNow与Anthropic建立合作伙伴关系，帮助客户构建AI驱动应用程序，加速价值实现时间，并将可信AI应用于关键行业 [2]