ServiceNow
Mentioned in 76 analyzed podcast episodes across 10 shows
An enterprise workflow automation and system-of-record software platform serving large organizations, ServiceNow has become a focal point in podcast discussions about AI's impact on traditional SaaS businesses. The company features prominently in debates over whether established software incumbents will be enhanced or disrupted by AI, with its stock experiencing significant volatility amid broader SaaS sector concerns about AI-driven automation replacing seat-licensed business models. Podcasters cite ServiceNow as both an example of a resilient incumbent with strong switching costs and a vulnerable player facing potential disruption from AI agents and coding tools that could improve programmer productivity.
Mentioned On
Episode Mentions
The Information's TITV · May 13, 2026
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
“Using Claude to build AI agents reducing customer meeting prep time by 95% and launching new tools in 20 days; managing cost concerns with CFO”
Big Technology Podcast · May 8, 2026
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
“Host of Knowledge 2026 conference where host is conducting interviews on enterprise AI transformation”
The Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Announced AI Control Tower and multiple AI features at Knowledge 2026 conference; customers report confusion about product differentiation and consumption-based licensing opacity.”
Motley Fool Money · May 8, 2026
Elon Musk, Chip Giant?
“Enterprise software company with AI features; discussed as example of bolted-on vs. organic AI integration”
ServiceNow Podcasts · May 7, 2026
AI Governance Isn't Compliance. It's About Humans with Victoria Gamerman
“Podcast host/producer; episode is part of ServiceNow Podcasts network”
Big Technology Podcast · May 7, 2026
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
“Host of Knowledge 2026 conference where episode was recorded; enterprise AI platform mentioned as context”
FactSet Evening Market Recap · May 5, 2026
Evening Market Recap - Tuesday, 05-May
“Projected better than expected billion of subscription revenue by 2030 on AI product momentum”
Bloomberg Surveillance · May 5, 2026
Market Impact of AI and Iran
“SaaS company facing margin pressure and competitive threats from AI-first venture-backed competitors in its vertical”
YPO Technology Network AI Brief · Apr 28, 2026
Google Just Built An HR System For Agents
“Referenced as example of agent that can orchestrate with other vendors' agents through A2A protocol in production”
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Software company down 45% YTD after announcing share buyback; terminal value questioned by AI disruption”
Big Technology Podcast · Apr 25, 2026
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
“Sponsor of episode; hosting Knowledge 2026 conference May 5-7 in Las Vegas focused on enterprise AI”
ServiceNow Podcasts · Apr 24, 2026
It's Friday: Juan and Tim rant about AI, Agents, and the Uncomfortable Truth About Data's New Center of Gravity
“Host company of the podcast; discussed as platform for workflow and business process automation”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 24, 2026
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
“SaaS company down 54% in 6 months as enterprises replace with AI-built alternatives”
Motley Fool Money · Apr 24, 2026
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
“Beat guidance and raised outlook but triggered SaaS selloff; positioned as AI beneficiary rather than victim”
Bloomberg Intelligence · Apr 24, 2026
DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed
“Hit earnings expectations but flagged Middle East deal uncertainty due to Iran geopolitical tensions”
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Software sector example; reported 22% revenue growth and beat numbers but stock down 18%; headcount growing despite AI productivity”
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 24, 2026
How Headless Agents Will Change Work
“Positioned as systems of record company controlling critical data access layer for enterprise agents”
Mad Money w/ Jim Cramer · Apr 23, 2026
Mad Money w/ Jim Cramer 4/23/26
“Enterprise software company down 17% today and 44% YTD despite beating earnings; faces AI displacement pricing pressure”
Big Technology Podcast · Apr 23, 2026
OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks
“Sponsor of the episode; promoting Knowledge 2026 enterprise AI conference”
Marketplace · Apr 23, 2026
Yet another stockpile scramble
“Software company stock tanked 17.7% after reporting 20% subscription revenue growth but missing expectations due to Middle East contract delays”
Marketplace All-in-One · Apr 23, 2026
Yet another stockpile scramble
“Software company reported 20% subscription revenue increase but stock tanked 17.7% due to Middle East contract delays”
CNBC's "Fast Money" · Apr 23, 2026
Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26
“Suffered worst day on record after missing subscription revenue guidance; weakness dragging down broader software sector”
The Information's TITV · Apr 23, 2026
Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance
“Posted 22% revenue growth but stock down 15% after Armis acquisition impacts profitability guidance; expanding into AI agent management”
Bloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Reported 22% subscription growth and beat earnings but stock fell to worst day ever amid macro uncertainty concerns”
Stock Movers · Apr 23, 2026
Lululemon Sinks, ServieNow Plunges on Reporting Sales Slowed by Mideast War
“Stock plunged 16% after cutting full-year subscription margin forecasts and citing Middle East war-related deal delays”
Wall Street Breakfast · Apr 23, 2026
ServiceNow tanks on margins
“Down 13% pre-market after reporting Q1 2026 results with lower-than-expected 81.5% subscription gross margin guidance”
Vital Dawn · Apr 23, 2026
Vital Dawn Podcast for Thursday April 23
“Software company getting hit hard due to Middle East unrest causing Q1 deal slippage and margin-dilutive acquisition”
Bloomberg Daybreak: US Edition · Apr 23, 2026
Deadlock in US-Iran Peace Talks; Navy Secretary Fired
“Software provider reported disappointing results and delayed sales deals attributed to Middle East war; shares down 13%”
Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“CEO Bill McDermott discusses AI revenue growth to $1.5B+, recent acquisitions (MoveWorks, VEZA, Armis), and margin compression despite strong RPO growth of 23.5%”
Daily Tech News Show · Apr 22, 2026
Framework Introduces the Modular MacBook for Linux Users - DTNS 5253
“Agents and models integrated into Google's Gemini Enterprise Agent platform”
Big Technology Podcast · Apr 22, 2026
Are We Too Obsessed With AI Predictions? — With Carissa Véliz
“Episode sponsor; enterprise AI platform hosting Knowledge 2026 conference in Las Vegas with CEO Bill McDermott”
Diary of a CFO | Financial Strategies for Smart Business Growth · Apr 22, 2026
What the #1 Global Futurist Says About AI and the Future of Work | Diana Wu David
“Diana Wu David is Director of Futures at ServiceNow; company mentioned as example of large organization implementing AI-human collaboration”
Vital Dawn · Apr 22, 2026
Vital Dawn Podcast for Wednesday April 22
“Major earnings report scheduled for after U.S. market close today”
FactSet U.S. Daily Market Preview · Apr 22, 2026
Financial Market Preview - Wednesday 22-Apr
“Earnings release scheduled after market close on April 22”
Halftime Report · Apr 21, 2026
The Committee Reacts to Kevin Warsh's Testimony 4/21/26
“Earnings report coming; recommended as final trade by investment committee member”
Prof G Markets · Apr 20, 2026
Stocks Rip to Record Highs, Leaving War in the Dust
“Earnings upcoming; discussed as enterprise software beneficiary of AI adoption”
The Digital Executive · Apr 19, 2026
Ron Shriberg on AI, Risk & the Future of Financial Services | Ep 1235
“Enterprise platform referenced in Ron's KPMG role for implementing client solutions in financial services”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Enterprise software company down significantly YTD; reporting strong earnings and AI revenue growth”
Digital Disruption with Geoff Nielson · Mar 30, 2026
AI is Losing Ground: Futurist Brian Solis on Why AI Adoption is Failing
“Brian Solis is head of global innovation; company published AI Index research showing maturity regression”
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 28, 2026
20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
“Enterprise software company used as benchmark for exceptional growth trajectories”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Mar 25, 2026
Scaling Intelligence Out: Cisco's Vision for the Internet of Cognition, with Vijoy Pandey
“Example of enterprise software vendor whose agents would need to interoperate”
TBPN · Mar 12, 2026
Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
“Identified as enterprise software company well-positioned for AI transformation”
Latent Space: The AI Engineer Podcast · Mar 10, 2026
NVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo)
“Used NVIDIA's Nemotron dataset to train their own models”
Lenny's Podcast: Product | Career | Growth · Mar 1, 2026
The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)
“Used as example of traditional company that may not adopt AI design processes quickly”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Enterprise software company participating in sector-wide rally despite previous pessimism”
Morning Brew Daily · Feb 26, 2026
Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico
“Enterprise software company potentially threatened by AI agents according to market speculation.”
Mad Money w/ Jim Cramer · Feb 26, 2026
Mad Money w/ Jim Cramer 2/25/26
“Software company losing customers to Salesforce's new ITSM product; facing competitive pressure from AI-driven innovation”
Animal Spirits Podcast · Feb 25, 2026
Everyone Hates AI (EP. 453)
“Down 57% YTD; Michael bought and down 7%; software stock caught in broader sector rotation”
Breaking Points with Krystal and Saagar · Feb 24, 2026
2/24/26: Ro Khanna Sounds Off On DNC, Markets Crash, AI Exec Loses Control Of Bot, UFO Files
“Named in Citrini post as vulnerable to AI disruption of enterprise software market”
Pivot · Feb 24, 2026
Tariff Turmoil, Trump's Netflix Threat, and SOTU Predictions
“SaaS company trading at low multiples despite double-digit growth and AI protection”