ServiceNow, Inc.
"Announced new generative AI capabilities for its platform at the Knowledge 2024 event."
Business LinesIT Service Management (ITSM)
Key Metrics
Subscription Revenue, Remaining Performance Obligations (RPO)
Growth Driver
AI-Powered Workflow Automation
Advantage
Single, Unified Platform & Data Model
Use Case Solved
IT help desk and workflow automation
Market Position
Leader in IT Service Management (ITSM)
Quantified Position
Foundation of the Now Platform
Customer Workflows
Key Metrics
Subscription Revenue Growth
Growth Driver
Expanding beyond IT into customer service
Advantage
Unified with IT workflows
Use Case Solved
Customer service management (CSM)
Market Position
Growing player in CSM
Quantified Position
TBD
Employee Workflows
Key Metrics
Subscription Revenue Growth
Growth Driver
Automating HR and employee processes
Advantage
Single platform for employee experience
Use Case Solved
HR service delivery (HRSD)
Market Position
Expanding into HR tech
Quantified Position
TBD
Creator Workflows
Key Metrics
Subscription Revenue Growth
Growth Driver
Low-code application development
Advantage
Built on the Now Platform
Use Case Solved
Enabling citizen developers to build apps
Market Position
Key to platform stickiness
Quantified Position
TBD
Fcf Yield Pct
2.0
Next Year Revenue Growth Pct
18-20
Subscription Revenue Pct
~98%
Marketing And Sales Pct
~25-30%
Capex Pct
<5%
Single Point Of Failure
Loss of trust in platform's security and uptime.
Insider Ownership Pct
0.30%
Gross Margin Pct T T M
78.50%