Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that agentic AI toolkits from OpenAI and Anthropic could render traditional software platforms ...
ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...
Update 6/10/26: Added details below from a new ServiceNow advisory regarding the observed activity and bug bounty submissions. ServiceNow is warning about a security incident after attackers exploited ...
Over 1,000 misconfigured ServiceNow enterprise instances were found exposing Knowledge Base (KB) articles that contained sensitive corporate information to external users and potential threat actors.
ServiceNow stock is plummeting as growth investors rotate capital away from legacy SaaS names. ServiceNow's revenue has been decelerating for years, and the company's gross margin profile is eroding.
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