$ServiceNow(NOW)$ ServiceNow's-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$ServiceNow(NOW)$ ServiceNow's Quiet Transformation: From Boring Back-Office to Autonomous AI Leader

Most people still think of ServiceNow as just a platform for managing IT workflows. They are missing the massive pivot happening right now. The company is rapidly transforming into a leader in "Agentic AI"—building AI agents that don't just summarize text, but autonomously complete complex business tasks.

The signs of this shift are everywhere:
**Massive Demand:** Their backlog of future contracts jumped 36% year-over-year to nearly $20 billion. Big enterprises are hungry for this consolidation.
**Cash Machine:** Cash profits surged 48% in the first nine months of 2024 alone.
**Betting the Farm on AI:** They have committed a massive $4.8B to cloud infrastructure through 2030 and are aggressively buying AI startups (like the $2.9B Moveworks deal) to build out these autonomous features.
* **Management Confidence:** Even at record-high stock prices, management is buying back shares, signaling they believe the company is still undervalued.

The One Big Risk:
It’s not all smooth sailing. A pending investigation by the DOJ into government contracting practices is a significant overhang that needs watching.

Verdict: ServiceNow is evolving faster than the market realizes. It's a top name to watch over the next 6–12 months as they integrate their new AI acquisitions.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":519904997593352,"tweetId":"519904997593352","gmtCreate":1767965167478,"gmtModify":1767966505750,"author":{"id":3555376654101817,"idStr":"3555376654101817","authorId":3555376654101817,"authorIdStr":"3555376654101817","name":"Huat99","avatar":"https://static.tigerbbs.com/2c30eb3331cf3fbbc42818b462456369","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every week","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.09.26","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":264,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/f31662be8f8dc4da142c860948eac0a2","width":"2816","height":"1536"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f31662be8f8dc4da142c860948eac0a2","width":"2816","height":"1536"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> ServiceNow's Quiet Transformation: From Boring Back-Office to Autonomous AI Leader\n<br>\n<br>\nMost people still think of ServiceNow as just a platform for managing IT workflows. They are missing the massive pivot happening right now. The company is rapidly transforming into a leader in \"Agentic AI\"—building AI agents that don't just summarize text, but autonomously complete complex business tasks.\n<br>\n<br>\nThe signs of this shift are everywhere:\n<br>\n**Massive Demand:** Their backlog of future contracts jumped 36% year-over-year to nearly $20 billion. Big enterprises are hungry for this consolidation.\n<br>\n**Cash Machine:** Cash profits surged 48% in the first nine months of 2024 alone.\n<br>\n**Betting the Farm on AI:** They have committed a massive $4.8B to cloud infrastructure through 2030 and are aggressively buying AI startups (like the $2.9B Moveworks deal) to build out these autonomous features.\n<br>\n* **Management Confidence:** Even at record-high stock prices, management is buying back shares, signaling they believe the company is still undervalued.\n<br>\n<br>\nThe One Big Risk:\n<br>\nIt’s not all smooth sailing. A pending investigation by the DOJ into government contracting practices is a significant overhang that needs watching.\n<br>\n<br>\nVerdict: ServiceNow is evolving faster than the market realizes. It's a top name to watch over the next 6–12 months as they integrate their new AI acquisitions.<img src=\"https://community-static.tradeup.com/news/f31662be8f8dc4da142c860948eac0a2\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> ServiceNow's Quiet Transformation: From Boring Back-Office to Autonomous AI Leader\n<br>\n<br>\nMost people still think of ServiceNow as just a platform for managing IT workflows. They are missing the massive pivot happening right now. The company is rapidly transforming into a leader in \"Agentic AI\"—building AI agents that don't just summarize text, but autonomously complete complex business tasks.\n<br>\n<br>\nThe signs of this shift are everywhere:\n<br>\n**Massive Demand:** Their backlog of future contracts jumped 36% year-over-year to nearly $20 billion. Big enterprises are hungry for this consolidation.\n<br>\n**Cash Machine:** Cash profits surged 48% in the first nine months of 2024 alone.\n<br>\n**Betting the Farm on AI:** They have committed a massive $4.8B to cloud infrastructure through 2030 and are aggressively buying AI startups (like the $2.9B Moveworks deal) to build out these autonomous features.\n<br>\n* **Management Confidence:** Even at record-high stock prices, management is buying back shares, signaling they believe the company is still undervalued.\n<br>\n<br>\nThe One Big Risk:\n<br>\nIt’s not all smooth sailing. A pending investigation by the DOJ into government contracting practices is a significant overhang that needs watching.\n<br>\n<br>\nVerdict: ServiceNow is evolving faster than the market realizes. It's a top name to watch over the next 6–12 months as they integrate their new AI acquisitions.<img src=\"https://community-static.tradeup.com/news/f31662be8f8dc4da142c860948eac0a2\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","text":"$ServiceNow(NOW)$ ServiceNow's Quiet Transformation: From Boring Back-Office to Autonomous AI Leader Most people still think of ServiceNow as just a platform for managing IT workflows. They are missing the massive pivot happening right now. The company is rapidly transforming into a leader in \"Agentic AI\"—building AI agents that don't just summarize text, but autonomously complete complex business tasks. The signs of this shift are everywhere: **Massive Demand:** Their backlog of future contracts jumped 36% year-over-year to nearly $20 billion. Big enterprises are hungry for this consolidation. **Cash Machine:** Cash profits surged 48% in the first nine months of 2024 alone. **Betting the Farm on AI:** They have committed a massive $4.8B to cloud infrastructure through 2030 and are aggressively buying AI startups (like the $2.9B Moveworks deal) to build out these autonomous features. * **Management Confidence:** Even at record-high stock prices, management is buying back shares, signaling they believe the company is still undervalued. The One Big Risk: It’s not all smooth sailing. A pending investigation by the DOJ into government contracting practices is a significant overhang that needs watching. Verdict: ServiceNow is evolving faster than the market realizes. It's a top name to watch over the next 6–12 months as they integrate their new AI acquisitions.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/519904997593352","repostId":0,"isVote":1,"tweetType":1,"viewCount":221,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NOW"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1172,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/519904997593352"}