ServiceNow-CEO: Koersval geen ramp, AI maakt bedrijf billjoenenwaarde

ServiceNow CEO Bill McDermott dismisses concerns about AI making enterprise software obsolete, calling the "Saaspocalypse" narrative nonsense. Despite the company's stock falling 39% this year, McDermott points to strong revenue growth—from $3.46 billion in 2019 to $13.3 billion in 2025—and a new forecast projecting $30 billion in revenue by 2030. He argues AI will be a tailwind rather than a threat to ServiceNow's business, which provides software for managing HR, IT, and other corporate functions.