If it's not related to AI, the markets don't seem to care?
This $ServiceNow(NOW.US) sell-off seems way too aggressive.They've got 600+ customers with an ACV over $5M lol (grew 22% YoY).You don't sign multi-year deals that big if the platform is getting disrupted by AI?Not sure what needs to happen for them to get re-rated.Maybe rebrand to NowAI?I don't have a position, but they're on the watchlist. Financials + guidance are too good to ignore.
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