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There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

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 ...

ServiceNow (NYSE:NOW) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have hammered SaaS valuations broadly. This ...

SaaS has become the go-to model for software companies, providing recurring revenue through monthly subscriptions. Clients don't get a one-time package that can become obsolete over time but an ...

That was certainly true of ServiceNow, which was already down tremendously from its highs, then fell another 18% the day after that earnings report. All in, the stock is down 52% over the past year ...