$ServiceNow(NOW)$ Buying for i

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$ServiceNow(NOW)$ Buying for its strong recurring-revenue model, consistent growth and expanding AI monetisation opportunities. Q2 2026 subscription revenue grew 24.5% year-on-year, while remaining performance obligations reached $29 billion, providing strong revenue visibility. Its AI business surpassed $1 billion in annual contract value, demonstrating growing enterprise demand. Strategic partnerships with Microsoft, NVIDIA and AWS strengthen its competitive position. With the stock trading significantly below its 52-week high, gradual accumulation could offer attractive long-term upside as AI adoption accelerates. However, will also monitor valuation, competition and enterprise AI spending sustainability before increasing exposure.

NOW

10-14 01:14

USServiceNow

Side	Price \| Filled	Realized P&L
Buy Open	139.01 100	+0.72% Holding

ServiceNow

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RaymondReed
·10-14 09:02
RPO at 29B sounds good on paper, but I care more about how much converts near term. If enterprise budgets tighten, that AI ACV number may not carry the multiple.
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