$ServiceNow (NOW.US)$ ServiceNow going down to 80. EMEA revenue down 20% YOY; APJ down 70% YoY
$ServiceNow (NOW.US)$ CLAUDE training LLMs do do what SNOW sells to it’s customers and can do at half the cost. why do companies need SNOW when they can straight go to CoPilot or Claude.
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$ServiceNow (NOW.US)$ no differentiation why would CTO get ServiceNow when most of the AI can make workflows that fit your company’s needs.
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$ServiceNow (NOW.US)$ UBS downgraded, lousy HR, great leaders gone, anthropic & copilot can do everything Bill keeps gooooing about.
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$ServiceNow (NOW.US)$ it will only get worse. Nvidia launches its own AI Platform- why does anyone need a overpriced Ticketing Tool.
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$ServiceNow (NOW.US)$ that is the quarterly game to make a Parner write $20-50M order
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