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. " ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced an expanded relationship with Panasonic Avionics Corporation, a global leader for in-flight engagement. Panasonic Avionics will replace siloed legacy systems with ServiceNow CRM and Now Assist, integrated with Aria Billing Cloud and Tenon Marketing Automation, to modernize and unify sales, service, marketing, and billing formore than 300 airlines worldwide with real-time customer insi ...

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) ...

新闻核心观点 - 文章是一篇推广订阅服务的宣传，旨在吸引用户注册以获取关于ServiceNow公司的收益提醒、顶级分析、市场更新和全新的股票推荐[1] 内容分发服务 - 推广的服务将通过电子邮件直接向订阅用户发送内容[1] - 发送的内容包括：ServiceNow公司的收益提醒、关于ServiceNow的顶级分析、市场更新信息以及全新的股票投资建议[1]

市场动态与资金流向 - 纳斯达克指数与罗素指数出现分化 过去约5个交易日 资金从罗素指数轮动回科技板块[3][4] - 罗素指数此前上涨并达到相当高的相对强弱指数(RSI)水平[4] - 标准普尔500指数创下历史新高[5] 宏观经济与政策 - 美国国内生产总值(GDP)增速达4%至5%[5] - 经济增长主要由历史上最大规模的基础设施建设推动 涉及大量资本支出和投资[5] - 联邦公开市场委员会会议日 市场普遍预期美联储将维持利率不变[12] - 关于下一任美联储主席人选存在不确定性 有四名主要候选人 但预测市场显示无人支持率超过50%[10][14][16] - 美国财政部部长贝森特被提及为潜在的黑马候选人[15] 科技行业与人工智能 - 人工智能基础设施需求强劲 相关资本支出推动多行业增长 包括工业领域和蓝领工人[5][7] - 半导体设备制造商ASML的新增订单量几乎是市场预期的两倍[4][5] - 行业高管评论指出 人工智能基础设施的建设将是持续多年的过程[6] - 科技巨头(“MAG7”)的资本支出计划成为市场关注焦点 投资者既不希望其过热也不希望过冷[9] - 人工智能的影响存在不确定性 大型语言模型可能面临商品化风险 加剧行业竞争[22] - 科技板块内部出现分化 并非所有公司都能受益 市场正在评估适当的支出水平及其对盈利和利润率的影响[21][22][23] 公司表现与财报 - 台积电上周公布的财报显示出人工智能基础设施法案带来的需求[5] - 大型软件公司如ServiceNow、Salesforce、Workday等股价触及52周低点 而大盘指数却创新高[8] - 科技巨头内部表现不一 苹果和微软股价落后 而 Alphabet被视为人工智能的赢家之一[21] - 市场正等待ServiceNow等公司的财报 以获取更多数据点[7][8] - 拉姆研究等半导体设备制造商将于当日公布业绩[6] 其他资产类别 - 美元出现剧烈波动[2] - 金属市场出现剧烈波动 白银价格出现显著回调[2]

公司近期股价表现与市场关注 - 公司股票在过去一年中下跌了40%，年初至今下跌了7.5% [2] - 公司股票被列入吉姆·克莱默近期关注的14只股票之一 [1] - 吉姆·克莱默在评论中列举了多家表现不佳的企业软件公司，其中公司股价下跌了18% [3] 行业背景与挑战 - 企业软件行业正面临广泛困境，其根源在于人工智能带来的颠覆性影响 [2] - 硬件与软件科技股之间的表现存在差异，软件股表现疲软 [2] 机构观点与催化剂 - 伯恩斯坦公司重申了对公司的“跑赢大盘”评级，并设定了219美元的目标价 [2] - 伯恩斯坦公司评论认为，尽管股价表现疲弱，公司仍是该领域最安全的股票之一 [2] - RBC Capital在一月份指出，公司与OpenAI的近期合作可能使其受益 [2]