ServiceNow has been successful so far in executing a classic land-and-expand strategy. First, it built a best-of-breed SaaS solution for IT service management, or ITSM, based on being modular and ...
Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 3:20 PM ESTCompany ParticipantsWilliam McDermott ...
ServiceNow has launched a new enterprise AI capability designed to execute work end-to-end and move organisations beyond ...
Software-as-a-service (SaaS) stocks have sold off on artificial intelligence (AI) fears. However, these fears look overblown. Meanwhile, some SaaS stocks, like ServiceNow, look well positioned to be ...
While the market is still trading near all-time highs, not every part is in the middle of a bull market, not even within the tech sector. In fact, the software-as-a-service (SaaS) space has been ...
After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...
I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...
Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...
Researchers discover exploitable agentic AI technologies from ServiceNow and Microsoft. Securing agentic AI is already proving to be extremely challenging. Cybersecurity pros should adopt a "least ...
The software sector has shifted from a state of bearishness to “doomsday” sentiment. Jeffrey Favuzza of Jefferies' equity trading desk told Bloomberg, "We call it the ‘SaaSpocalypse,' an apocalypse ...
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ServiceNow shares slip despite strong AI growth. Should investors buy the dip on the stock?
ServiceNow shares sank despite strong results and guidance. Investors continue to fret over the impact AI will have on SaaS businesses. The stock now trades at an attractive price. 10 stocks we like ...
We recently published 10 Stock Titans With Massive Losses. ServiceNow Inc. (NYSE:NOW) was one of the worst performers on Thursday. ServiceNow dropped for a third straight day on Thursday, shedding ...
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