惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

WordPress大学
WordPress大学
小众软件
小众软件
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
博客园 - Franky
Jina AI
Jina AI
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
Y
Y Combinator Blog
V
Visual Studio Blog
C
Check Point Blog
阮一峰的网络日志
阮一峰的网络日志
U
Unit 42
量子位
人人都是产品经理
人人都是产品经理
博客园 - 聂微东
M
MIT News - Artificial intelligence
爱范儿
爱范儿
B
Blog RSS Feed
MyScale Blog
MyScale Blog
H
Help Net Security
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
美团技术团队
L
LangChain Blog
D
Docker

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
ServiceNow, Inc. (NOW) Analyst/Investor Day Transcript
2026-05-07 · via All Articles on Seeking Alpha

ServiceNow, Inc. (NOW) Analyst/Investor Day May 4, 2026 4:30 PM EDT

Company Participants

Darren Yip - Head of Investor Relations
William McDermott - Chairman & CEO
Nick Tzitzon - Vice Chairman
Amit Zavery - President, Chief Product Officer & COO
Jon Sigler - Executive VP & GM of AI Platform
Jithin Bhasker - GM & VP of App Engine
Gaurav Rewari - Senior VP and GM of Data & Analytics Products
Bhavin Shah - Senior VP and GM of Moveworks & AI
Pat Casey - CTO & Executive VP of Dev Ops
Amy Lokey - Executive VP & Chief Experience Officer (CXO)
John Ball - Executive VP and GM of CRM & Industry Workflows
John Aisien - Senior VP and GM of Central Product Management and Security & Risk
Nenshad Bardoliwalla
Paul Fipps - President of Global Customer Operations
Gina Mastantuono - President & CFO

Conference Call Participants

Christopher Shutts - Logik.io Inc.
Oliver de Wilde
Vishal Talwar - FedEx Corporation
S. Kirk Materne - Evercore ISI Institutional Equities, Research Division
Aleksandr Zukin - Wolfe Research, LLC
Keith Weiss - Morgan Stanley, Research Division
Arjun Bhatia - William Blair & Company L.L.C., Research Division
Brad Zelnick - Deutsche Bank AG, Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
Samad Samana - Jefferies LLC, Research Division
Tyler Radke - Citigroup Inc., Research Division

Presentation

Darren Yip
Head of Investor Relations

Welcome to ServiceNow's Financial Analyst Day 2026. Thank you for joining us today. Before we begin, I want to remind everyone that today's event will be webcast and recorded for future playback. Information pertaining to our forward-looking statements and a reconciliation of our GAAP and non-GAAP results are available on our Investor Relations website at investors.servicenow.com. .

As you can see, we have an exciting agenda for you all. Bill and Nick will kick us off and discuss our vision and opportunity. Amit and team will present the Blueprint for Agentic business, including deeper dives