ServiceNow used its investor day on 4 May 2026 to project $30bn in 2030 subscription revenue, with Now Assist contributing roughly 30% of that ACV. The pitch is a deliberate counter to AI-SaaS ...

There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

ServiceNow has agreed to acquire Pyramid Analytics, the developer of a data preparation and analytics platform, to boost its existing business intelligence (BI) and self-service analytics capabilities ...

Concerns that AI tools like Anthropic’s Claudebot could effectively execute enterprise processes and weaken the SaaS business model appear to be spooking investors, with major US-based SaaS companies ...