$ServiceNow(NOW)$ $Oracle(ORCL

$ServiceNow(NOW)$ $Oracle(ORCL)$ $SAP SE(SAP)$ $Salesforce.com(CRM)$ A few things stand out to me about ServiceNow.

First, the consistent 20%+ revenue growth. For a company of its size, maintaining that subscription revenue growth rate is impressive. Q1 2026 subscription revenue grew 22% year-over-year, and management raised the full-year guidance.

Second, the massive AI tailwind. CEO Bill McDermott has repeatedly stated that AI is the largest growth catalyst the company has ever seen. AI products are becoming additive to revenue rather than replacing existing business.

Third, AI revenue itself is exploding. The company raised its 2026 AI annual contract value target from $1 billion to $1.5 billion, and management has suggested it could exceed even that number.

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