Veytics Intelligence
2026-10-29 · Yahoo

ServiceNow's AI boom faces a big test: Can it reassure Wall Street?

ServiceNow President & CFO Gina Mastantuono joins Market Domination to discuss the company's growing AI revenue opportunity and its strategy for maintaining investor confidence. Mastantuono addresses concerns surrounding AI governance and potential reductions in software seats as businesses increasingly adopt AI. Video Transcript 00:00 Speaker A Back in May, we raised that to 1.5, and yet again, rate raising it to 1.7. I'll go back to those long-term targets that we laid out back in May, when we when we're at 30 to 32 billion in revenue by 2030, 30% of that ACV or 30% of that revenue will be our AI revenue. And so it will continue to grow, it will continue to expand, and the consumption flywheel is just beginning.

Ler o briefing completo da Veytics

Mostramos publicamente o ponto principal. Crie uma conta gratuita para continuar lendo o artigo completo, salva-lo, comenta-lo e conecta-lo ao contexto de mercado e OSINT.