ServiceNow is looking to become an agentic AI orchestration leader. Salesforce has created a great launching pad for AI agents. 2026 has not been a good year for software-as-a-service (SaaS) stocks.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 ...

ServiceNow (NOW) has plummeted 40% year to date through Friday, the worst performer among enterprise software giants, after Q1 2026 earnings revealed on-premise deal slippage in Middle East. Adobe ...

Buy NOW. The sell-off is driven by delayed Middle East deal timing (about a 75 bps headwind) and a small margin guide cut (31.5% vs 32%). Revenue growth (22% YoY) and raised FY26 subscription range ...

Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the First Quarter 2026 ServiceNow Earnings ...

ServiceNow beat Q1 estimates with adjusted EPS of 97 cents and revenue of $3.77B, up 22% year over year. The Middle East conflict delayed large deals, creating a 75 basis point headwind. ServiceNow ...

Monday - Friday, 6:00 - 7:00 PM ET ServiceNow CEO Bill McDermott struck a confident tone in an interview with CNBC's Jim Cramer. The software maker's stock tumbled Wednesday night despite reporting ...

ServiceNow reported strong Q1 2026 results, raising forecasts amid AI concerns. CEO Bill McDermott emphasized ServiceNow's AI product growth and dismissed AI competition threats. The stock fell on ...