SA Asks: How much of a threat is AI to the software sector? [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
We asked Seeking Alpha analysts Louis Gerard and Brett Ashcroft Green for their thoughts on how much of a Quick Insights AI lowers entry barriers, enabling small teams to compete, threatening incumbents by eroding their pricing power and competitive moats. Microsoft and ServiceNow are seen as AI winners; Adobe and Figma face higher risk due to lightweight competitors and potential seat-based pricing erosion. Most companies are unlikely to switch due to backend complexity, reputational risk, and brand trust in existing platforms like Adobe and DocuSign. Recommended For You
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NOW
News
- CNBC Daily Open: Better-than-expected U.S. jobs report and AI fears spook markets [CNBC]CNBC
- The AI-fueled software meltdown is overblown [Yahoo! Finance Canada]Yahoo! Finance Canada
- Kearney announces partnership with ServiceNow to accelerate enterprise transformation through agentic AI [Yahoo! Finance]Yahoo! Finance
- Leader de proximité [Finance et Investissement (Montreal) (French)]Finance et Investissement
- ServiceNow: Artificial Intelligence As A Massive Opportunity, Not An Existential Risk [Seeking Alpha]Seeking Alpha
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 2/11/26 - Form 4
- 2/11/26 - Form 4
- 2/11/26 - Form 4
- NOW's page on the SEC website