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ServiceNow used its investor day on 4 May 2026 to project $30bn in 2030 subscription revenue, with Now Assist contributing roughly 30% of that ACV. The pitch is a deliberate counter to AI-SaaS ...
CEO William McDermott stated that "Q4 results beat expectations handily, just like we have consistently for years now." He emphasized that subscription revenue growth was 21%, which was "1.5 points ...