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.

At Knowledge 2026, ServiceNow expanded its AI control tower with agent governance as markets question the future of SaaS ...

ServiceNow (NYSE:NOW) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have hammered SaaS valuations broadly. This ...

ServiceNow projects $30bn in 2030 subscription revenue with 30% of that ACV from Now Assist, the company's flagship AI offering. The investor-day pitch is a structural answer to AI-SaaS displacement ...