Chairman & CEO, Servicenow
Search every verified William Mcdermott interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On ServiceNow's Q2 2026 earnings call, McDermott stated that the company has "beat expectations in every quarterly report" over the past seven years, expanded profitability and free cash flow, and "quintupled" its total addressable market. He said ServiceNow has accelerated six of its own businesses to "billion or multi-billion dollar" status and processes "billions of workflows." McDermott described the company as moving from a "number eight company" to "contending for the top spot" in the enterprise software space. McDermott discussed the company's AI strategy, asserting that "the path to value isn't just making AI, it's deploying AI securely across the enterprise." He argued that ServiceNow's platform offers "optionality on all AI outcomes, not a bet on any one," and provides "needed certainty in an uncertain stack." He cited customer examples including Maybank, which he said signed a five-year deal to use ServiceNow's AI platform and control tower for security and autonomous regional operations, and NTT Data, which he said is using the platform for global AI governance and adoption.
“The path to value isn't just making AI, it's deploying AI securely across the enterprise. IDC forecast spending on AI software is going to grow 53% this year, 17% faster than AI hardware. Whichever chip wins, whichever lab wins, whichever price per token regime prevails, the enterprise needs one governed layer of recor...”
“I think cyber security will be bigger than Service Now is in the next few years. I think you'll you'll be like, could you please talk to to us about your workflow automation business and your core IT because all I hear you talking about is cyber.”
“I looked at the transcript from an earnings call 7 years ago, and back then, we said Service Now would be the defining enterprise software company of the 21st century. Thought I'd give you a report out. Since then, we beat expectations in every quarterly report, expanded the profitability and free cash flow of the comp...”
“The path to value isn't just making AI, it's deploying AI securely across the enterprise. IDC forecast spending on AI software is going to grow 53% this year, 17% faster than AI hardware. Whichever chip wins, whichever lab wins, whichever price per token regime prevails, the enterprise needs one governed layer of recor...”
“We have clarity around the TAM. I think we've taken you through this ride together from IT to multiworkflows to an enterprise platform obviously the AI platform and we brought in the now assist across the enterprise but now we took you someplace very very special and I empathize with you because we waited 9 months for...”
“This is a subrevenue 30 billion plus commit between now and 2030. I want to be very clear. This is not the bill ambitious number. They wouldn't let me put that up there. You know what I mean? That is the one that you can say okay like the whole management team bottoms up across the board believes in that number. 60 plu...”
“Here's the Service Now update. We're the AI control tower for business reinvention in the center of a growing 600 billion plus total addressable market.”
“We had a goal to be a billion on our AI commit this year, as you know, and I think we might have understated that a little bit. We're already talking about a billion and a half now, and it's on a run.”
“The long history of enterprise tech can be described in a single word, pain. That's because people and devices and apps and data and clouds, they don't work well together. Without Service Now, we run the real risk of a new generation of pain. This time with AI agents scattered around like spare parts. We have no intent...”
“The CRM opportunity for Service Now is massive. According to industry experts, Agentic AI represents a seismic shift that could render traditional CRM obsolete. By the end of this decade, enterprises will adopt systems of action driven by autonomous front-end agents. The future isn't a CRM screen. It's omniresent AI ag...”
... afternoon and thank you for joining Service Now's second quarter 2026 earnings conference call Joining me are Bill McDermott ...
07/22/2026 Q&A: 31:52 ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace serv…
📢 ServiceNow Q2 FY26 Earnings Call | $NOW 🔗https://www.benzinga.com/quote/NOW/ea... ----------------------------------------------------------------------------------- 📜 Need a transcript of the call? Access the Benzinga Earnings Call Transcripts API: 🔗 https://bit.ly/493BUhA 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 🖥️ Want the same tools the pros use—without the $10K Bloomberg terminal? Benzinga Edge gives you real-time portfolio alerts, weekly stock pi…
ServiceNow Analyst Day 2026 | New $1.5B FY26 AI ACV Growth Target Unveiled At Las Vegas Forum | May 04, 2026. If you find ...
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