The Simple Breakdown Behind the $NOW Thesis
The AI Control Tower thesis only works if ServiceNow owns enough of the workflow to govern what happens inside it.
That is the open question.
AI agents may create value at the task level, but whoever controls the workflow captures the enterprise power.
I believe they own plenty of workflow, if you look at customers and renewal rate.
The AI Control Tower thesis only works if ServiceNow owns enough of the workflow to govern what happens inside it.
That is the open question.
AI agents may create value at the task level, but whoever controls the workflow captures the enterprise power.
I believe they own plenty of workflow, if you look at customers and renewal rate.