Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The firm focuses on improving long-term ...

As enterprise execs increasingly bet their careers on AI rollouts, ServiceNow’s open platform approach may help them hedge ...

IBM and ServiceNow beat earnings expectations, but investors remain pessimistic.

For the quarter ended March 2026, ServiceNow (NOW) reported revenue of $3.77 billion, up 22.1% over the same period last year. EPS came in at $0.97, compared to $0.81 in the year-ago quarter. The ...

ServiceNow’s recent acquisitions of Moveworks, Armis, and Veza are boosting the company’s conversational AI, AI security, and ...

Armis adds real-time cyber asset discovery, prioritization, and protection across IT, OT, IoT, medical devices, physical AI, critical infrastructure, code, and cloudThe Armis acquisition is expected ...

Software stocks plunged after reports from ServiceNow and IBM. Investors still seem to believe that AI will disrupt the ...

Amit Zavery discusses balancing AI through governance, moving from experimentation to production, prioritizing human judgment ...

Figma (FIG) faces seat-based pricing headwinds amid tech layoffs. Figma lags peers like ServiceNow in transitioning to a ...

Disruption will happen at the margins, but for the truly embedded software businesses, AI is less a threat than potentially a ...

Google Cloud hit $70B+ revenue, 48% growth, and a $240B backlog. Pichai says Search will become an agent manager. CapEx doubles to $185B.

Everyone heading into Google Cloud Next this week is bracing for another wave of artificial intelligence announcements. More ...