最新ニュース ServiceNow (NYSE:NOW) 株価情報

ServiceNow

ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management, expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service.

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Service Nowは水曜日の取引終了後、第2四半期の業績を発表しました。第2四半期決算ServiceNowは26億2700万ドルの第2四半期売上を発表、コンセンサス予想（26億7000万ドル）を上回りました。同社は1株あたり3.13ドルの四半期利益を記録し、アナリストの予想を上回りました。

Service Now株　水曜の取引終了後第2四半期の業績を発表

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Morgan Stanley analyst Keith Weiss maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Equal-Weight and lowers the price target from $960 to $881.

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Morgan Stanley Maintains Equal-Weight on ServiceNow, Lowers Price Target to $881

Cantor Fitzgerald analyst Thomas Blakey reiterates ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Overweight and maintains $1048 price target.

Reiteration

Cantor Fitzgerald Reiterates Overweight on ServiceNow, Maintains $1048 Price Target

Guggenheim analyst John Difucci reiterates ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Sell and maintains $716 price target.

Guggenheim Reiterates Sell on ServiceNow, Maintains $716 Price Target

B of A Securities analyst Brad Sills maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Buy and lowers the price target from $1280 to $1025.

B of A Securities Maintains Buy on ServiceNow, Lowers Price Target to $1025

Jefferies analyst Samad Samana maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Buy and lowers the price target from $1250 to $1025.

Jefferies Maintains Buy on ServiceNow, Lowers Price Target to $1025

3CLogic And ServiceNow Expand Partnership To Deliver End-To-End AI-Powered Solution For Employee And Customer Experiences

Wells Fargo analyst Michael Turrin maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Overweight and lowers the price target from $1250 to $1100.

Wells Fargo Maintains Overweight on ServiceNow, Lowers Price Target to $1100

ServiceNow, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) is one of the weaker performers in Goldman Sachs analyst <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58c6ab8db85e9300015f1ae0/kash-rangan">Kash Rangan&#8217;s coverage group</a>.
Rangan maintained a Buy rating on the company and lowered his <a href="https://www.benzinga.com/quote/NOW/analyst-ratings" target="_blank" rel="noreferrer noopener">price target to $1,050 ($1,200 prior) on Thursday</a>.
ServiceNow has been one of the weaker performers in Rangan&#8217;s coverage group year-to-date (-22% versus coverage average -14%) as investors grapple with sub-20% fiscal 2025 guidance, the potential rationalization of PubSec IT spending, and knock-on effects from tariff policy volatility. 
Regarding the fiscal first quarter, the analyst noted ServiceNow could deliver +20.2% CC Subscription Revenue growth (modestly above guidance for +19.5% to +20%) and CC cRPO growth in line with guidance (+20.5%).
Also Read: <a href="https://www.benzinga.com/25/03/44218665/servicenow-eyes-3-billion-ai-deal-targets-boost-from-moveworks-chatbot-tech" target="_blank" rel="noreferrer noopener">ServiceNow Eyes $3 Billion AI Deal, Targets Boost From Moveworks Chatbot Tech</a>
While fiscal first-quarter guidance likely contemplated ongoing PubSec dynamics and closed before any tariff-related announcements, Rangan noted there may be some risk to fiscal second-quarter and fiscal 2025 guidance.
The analyst noted ServiceNow&#8217;s potential to modestly reduce growth expectations in response to predominantly tariffs and PubSec-related demand volatility (though the 90-day tariff pause adds further complexity).
However, with ServiceNow -29% off all-time highs (and at 33x EV/FCF calendar 2026), Rangan noted the stock provides an attractive entry point, notwithstanding the turbulent macro period.
ServiceNow is the standard for selling on customer value, amplified by its expanding AI portfolio (AI ACV &gt;$200 million) and recent Moveworks acquisition. It has consistently supported a growing share of IT budgets.
Furthermore, ServiceNow offers a strong and expanding free cash flow margin profile (&gt;30%) and maintains a solid balance sheet, meeting the key characteristics of a defensive software asset while still providing a bend toward high growth at scale.
Rangan noted ServiceNow as a resilient software asset that is facing macro uncertainty. However, while the analyst expects fiscal first-quarter results to largely be shielded from the volatility of recent tariff news, he noted the potential for fiscal second-quarter and fiscal 2025 guidance to be impacted by the evolving macro backdrop. 
Tariff uncertainty will likely cause enterprises to reassess IT budgets, spending priorities, and hiring plans, Rangan notes. 
Even following the announcement of the recent 90-day pause, the potential for ServiceNow to reduce forward expectations for revenue and cRPO growth modestly, he adds. Expect some enterprises to be more reluctant to sign large, transformational software deals in the interim, given a lack of clarity around what shape tariff policy will take.
The analyst noted that ServiceNow provides an attractive entry point, notwithstanding the turbulent macro environment. ServiceNow is the standard for selling on customer value, with clear ROI and efficiency gains, all of which are amplified by its growing AI portfolio.
Rangan projected first-quarter revenue of $3.09 billion and adjusted EPS of $3.93.
Price Action: NOW stock is down 5.19% at $783.49 by Thursday&#8217;s close.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44674813/if-tariffs-shift-customer-spending-priorities-these-software-stocks-could-face-slow-growth" target="_blank" rel="noreferrer noopener">If Tariffs Shift Customer Spending Priorities, These Software Stocks Could Face Slow Growth</a></li>
</ul>

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ServiceNow Backed By AI, Strong Cash Flow Despite Tariff Uncertainty: Analyst

Goldman Sachs analyst Kash Rangan maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Buy and lowers the price target from $1200 to $1050.

Goldman Sachs Maintains Buy on ServiceNow, Lowers Price Target to $1050

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Shares of companies in the broader software sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

A April filing shows that Representative Robert Bresnahan reported a purchase in Cadence Design Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), valued between $11,011 and $165,000. The transaction date is listed as April 9, 2025, with the report published on April 9, 2025.
At present, Cadence Design Systems shares are trading down 3.53% at $255.31.
<h3>Representative's Recent Trading Activity</h3>
Over the previous three years, Robert Bresnahan conducted 283 trades, totaling more than $647 thousand. The largest of these were in Alphabet and Berkshire Hathaway Inc. New Common Stock stock. Some of the most notable transactions the Rep. has executed recently include: 
<ul>
<li>Cadence Design Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>): $1,001 - $15,000 Purchase</li>
<li>Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>): $1,001 - $15,000 Purchase</li>
<li>ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>): $1,001 - $15,000 Purchase</li>
</ul>
Here's a summary of Robert Bresnahan's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Cadence Design Systems</td>
<td>CDNS</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-17</td>
</tr>
<tr>
<td>Intel</td>
<td>INTC</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-13</td>
</tr>
<tr>
<td>ServiceNow</td>
<td>NOW</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-13</td>
</tr>
<tr>
<td>Broadcom</td>
<td>AVGO</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-03-11</td>
</tr>
<tr>
<td>IBM</td>
<td>IBM</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-11</td>
</tr>
</tbody>
</table>
If you want to stay updated on Robert Bresnahan's trades and other congressional members, check out our <a href="https://www.benzinga.com/gov-trades/members/robert-bresnahan">government trades tool</a> to track their activity in real time!
<h3>Why Congressional Transactions Matter</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Recent Report Shows That Rep. Robert Bresnahan Bought Up to $165K Worth of Cadence Design Systems Stock

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Shares of software companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Raymond James analyst Robert Majek maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Outperform and lowers the price target from $1200 to $1000.

Raymond James Maintains Outperform on ServiceNow, Lowers Price Target to $1000

Financial giants have made a conspicuous bearish move on ServiceNow. Our analysis of options history for ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) revealed 25 unusual trades.
Delving into the details, we found 36% of traders were bullish, while 52% showed bearish tendencies. Out of all the trades we spotted, 20 were puts, with a value of $771,984, and 5 were calls, valued at $353,470.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $400.0 to $1220.0 for ServiceNow over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for ServiceNow options trades today is 110.48 with a total volume of 236.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for ServiceNow's big money trades within a strike price range of $400.0 to $1220.0 over the last 30 days.
<h3>ServiceNow Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744034527_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NOW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$112.1</td>
<td>$112.0</td>
<td>$112.0</td>
<td>$720.00</td>
<td>$224.0K</td>
<td align="right">25</td>
<td align="right">20</td>
</tr>
<tr>
<td>NOW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$32.4</td>
<td>$30.8</td>
<td>$32.4</td>
<td>$600.00</td>
<td>$90.7K</td>
<td align="right">304</td>
<td align="right">1</td>
</tr>
<tr>
<td>NOW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$11.6</td>
<td>$11.0</td>
<td>$11.4</td>
<td>$420.00</td>
<td>$57.0K</td>
<td align="right">0</td>
<td align="right">186</td>
</tr>
<tr>
<td>NOW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$531.4</td>
<td>$522.3</td>
<td>$531.4</td>
<td>$1220.00</td>
<td>$53.1K</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>NOW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$165.2</td>
<td>$157.2</td>
<td>$161.8</td>
<td>$850.00</td>
<td>$48.5K</td>
<td align="right">216</td>
<td align="right">5</td>
</tr>
</tbody>
</table>

<h3>About ServiceNow</h3>
ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management, expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service.
Having examined the options trading patterns of ServiceNow, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of ServiceNow</h3>
<ul>
<li>With a volume of 252,212, the price of NOW is down -5.78% at $679.97. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 16 days.</li>
</ul>
<h3>What Analysts Are Saying About ServiceNow</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $1072.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Truist Securities has decided to maintain their Hold rating on ServiceNow, which currently sits at a price target of $950. 
&#x2A; An analyst from UBS persists with their Buy rating on ServiceNow, maintaining a target price of $1000. 
&#x2A; Maintaining their stance, an analyst from Mizuho continues to hold a Outperform rating for ServiceNow, targeting a price of $1100. 
&#x2A; An analyst from Baird persists with their Outperform rating on ServiceNow, maintaining a target price of $1010. 
&#x2A; Reflecting concerns, an analyst from Citizens Capital Markets lowers its rating to Market Outperform with a new price target of $1300.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for ServiceNow with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

ServiceNow Options Trading: A Deep Dive into Market Sentiment

BMO Capital analyst Keith Bachman maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Outperform and lowers the price target from $1185 to $990.

BMO Capital Maintains Outperform on ServiceNow, Lowers Price Target to $990

Shares of software companies are trading lower as global markets continue to decline following President Trump's announcement of sweeping tariffs

AUID

Shares of software companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

ServiceNow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) has <a href="https://www.benzinga.com/pressreleases/25/04/b44626182/servicenow-to-boost-crm-offering-with-acquisition-of-logik-ais-best-in-class-ai-powered-cpq-soluti">acquired Logik.ai, a company specializing in AI-powered </a>Configure, Price, Quote (CPQ) solutions. 
The deal is expected to bolster ServiceNow's presence in Customer Relationship Management (CRM) and streamline sales and order management processes.
By integrating Logik.ai's technology, ServiceNow aims to simplify complex sales cycles, enhance productivity and improve efficiency for businesses across various industries.
Industries such as high-tech manufacturing and medical devices often struggle with inefficient sales processes caused by complex product setups and outdated pricing structures.
Also Read: <a href="https://www.benzinga.com/25/04/44624263/netflix-expands-language-options-for-tv-viewers">Netflix Rolls Out Enhanced Subtitle &amp; Dubbing Options On TV</a>
Logik.ai's AI-powered CPQ solution aims to resolve these challenges by streamlining transaction workflows, minimizing errors, and speeding up deal finalization.
The acquisition of Logik.ai is expected to strengthen ServiceNow CRM and Industry Workflows segment, which is already ServiceNow&#8217;s fastest-growing business.
The integration will introduce AI-powered selling tools that refine quoting, order placement, and fulfillment processes.
Logik.ai's modular CPQ platform accommodates various sales channels, such as business-to-business, partner networks, and self-service for consumers. 
Currently, Logik.ai is compatible with nearly 50 technology partners, including ServiceNow. The acquisition is subject to customary regulatory approvals and closing conditions. 
Details of the transaction were not disclosed. ServiceNow <a href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001373715/000137371525000010/now-20241231.htm">held $2.3 billion in cash and equivalents</a> as of Dec. 31, 2024.
NOW Price Action: ServiceNow shares traded lower by 5.09% at $782 at publication Thursday.
Read Next: <a href="https://www.benzinga.com/news/25/04/44605217/phoenix-motor-and-inductev-power-up-ev-fleets-with-wireless-charging-tech">Phoenix Motor And InductEV Power Up EV Fleets With Wireless Charging Tech</a>
Photo: Shutterstock

Fintech news covering the emerging Financial Technology services sector

Fintech

ServiceNow Supercharges Sales Strategy With Logik.ai Acquisition

In the current market session, ServiceNow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) share price is at $826.07, after a 1.79% increase. Moreover, over the past month, the stock decreased by 9.80%, but in the past year, went up by 9.04%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1743615274_0.png" alt="Past Year Chart" />

<h3>Comparing ServiceNow P/E Against Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
ServiceNow has a better P/E ratio of 118.65 than the aggregate P/E ratio of 70.31 of the Software industry. Ideally, one might believe that ServiceNow Inc. might perform better in the future than it's industry group, but it's probable that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1743615274_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for ServiceNow

Stifel analyst Brad Reback maintains ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) with a Buy and lowers the price target from $1175 to $950.

Stifel Maintains Buy on ServiceNow, Lowers Price Target to $950

Mutual Funds

Press Releases

DoorDash, TKO Group Holdings, Williams-Sonoma and Expand Energy Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600

ServiceNow to Extend Leading Agentic AI to Every Employee for Every Corner of the Business With Acquisition of Moveworks

ServiceNow Yokohama Release Empowers Businesses to Navigate Complexity With Enhanced Automation, Stronger Governance, and Seamless Workflow Intelligence

ServiceNow's Latest Platform Release Adds to Thousands of AI Agents Across CRM, HR, IT, and More for Faster, Smarter Workflows and Maximum Business Impact

ServiceNow and NVIDIA Advance Agentic AI to Redefine Enterprise Intelligence

Cognizant and ServiceNow Launch AI-Powered Dispute Management Solution for Mid-Market Banks

ServiceNow to Announce First Quarter 2025 Financial Results on April 23

ServiceNow to Boost CRM Offering With Acquisition of Logik.ai's Best-in-class, AI-powered CPQ Solution

3CLogic and ServiceNow Expand Partnership to Unveil AI-Powered Unified Contact Center Solution to Transform Contact Center Operations

ServiceNow named a Leader in the IDC MarketScape report for Cloud-Enabled Facility Management Applications

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Service Nowは水曜日の取引終了後、第2四半期の業績を発表しました。第2四半期決算ServiceNowは26億2700万ドルの第2四半期売上を発表、コンセンサス予想（26億7000万ドル）を上回りました。同社は1株あたり3.13ドルの四半期利益を記録し、アナリストの予想を上回りました。
総収益は前年同年比22%増、サブスクリプション収益は前年同期比23%増となりました。また、ServiceNowは、残存パフォーマンス義務が186億ドルろとなり、前年同期比31%増となりました。
ServiceNowのエリートレベルの実行力は父っプラインの成長と収益性においては持続的なアウトパフォーマンスに現れている。
私たちの人工知能プラットフォームとしての存在意義は成長、合理化、デジタル化の新たなベクトルを求めるCEOたちにとってこれまで以上に強い。ServiceNowはその中垓をなすGenAIを活用して、あらゆる業界のすべての会社の業務プロセスを再発明するつもりだ。
ServiceNowは、AIによる自己サービスを通じて顧客体験を共同で向上させるための戦略的なコミットメントを発表した。また、同社は電気通信およびテクノロジー業界向けのデジタルおよびネットワークサービスのの先駆者であるProdaptへの戦略投資を発表した。

IBM（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>）のCEOアビンド・クリシュナ（Arvind Krishna）氏は、企業がAIの利用において大きな転換を予報し、同技術が実際にビジネスの成果をもたらすだろうと指摘しています。この発言は、同社のAIの予約が10億ドルを超えたことに関連しています。
クリシュナ氏は、第1四半期2024決算の電話会議中、特に生産性の向上と顧客体験を伝播する点において、グローバル経済における技術の重要性が増していると強調しました。
同CEOは、AIの実装に対する企業の関心が高まっていることも強調し、今後は顧客がAIの利益を生かすために実験から本格的な展開に移行すると予想しています。IBMのAI提供はコンサルティングサービスによって主に支えられた10億ドルを超えるビジネス収入を生み出しています。
クリシュナ氏は、AIおよびハイブリッドクラウドの成長を推進するための重要なパートナーシップを強調しました。その中には、AI機能とデジタルトランスフォーメーションを強化するために、NVIDIA（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）や、ServiceNow Inc（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>）との提携も含まれています。また、Adobe Inc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>）のExperienceプラットフォーム内に、OpenShiftとwatsonxを追加しました。
クリシュナ氏は「今四半期、業界のリーダー企業と戦略的なパートナーシップを多く進展させ、NVIDIAとのコンサルティング業務を通じて、お客様のAIによる成長を加速させることが出来た」と述べています。
IBMのwatsonxプラットフォームを中心に据えた包括的なAI戦略は、お客様がAIをスケールさせるために設計されています。このプラットフォームは、IBMおよびサードパーティのモデルの両方を組み込んだAIソリューションを構築することができます。また、クライアントがAI戦略において自社のハードウェア投資を活用する際に、会社のインフラセグメントが果たしている役割も重要です。
IBMのAI処理からAIアクセラレーターカードまでのフルスタックアプローチは、どんなプラットフォーム上でのモデル構築とトレーニングを容易にするために設計されており、IBM Zでの簡単な展開が可能です。また、AI推論をリアルタイムに行うことができる、独自の機能であるTelumチップも内蔵されています。
また、IBMはAIを中心としたオープンイノベーションエコシステムにも関心を示しており、最近ではスペイン政府や他の業界リーダー企業とも提携を結んでいます。同社は引き続き、量子コンピューティングなどの新興技術への投資を続け、ポートフォリオ最適化に焦点を当てています。
IBMの2024年第1四半期決算電話会議は、年間収益は14.46億ドルの1％増であると発表されたものの、利益率が市場予想を下回る<a href="https://www.benzinga.com/news/earnings/24/04/38416255/ibm-q1-earnings-revenue-miss-eps-beat-hashicorp-acquisition-ai-strategy-strength-and-more">決算発表に続いて行われました</a>。同社のAI戦略と強みは、このような財務業績の中でも重要な要因として見られています。
IBMのAIに対する関心は古くからで、同社はAI分野で積極的に活動してきました。同社は、オープンAIモデルの推進から、50を超えるAI企業および研究機関とのオープンAI推進イニシアチブに<a href="https://www.benzinga.com/news/23/12/36085130/meta-ibm-and-over-50-ai-companies-join-forces-in-open-ai-advocacy-initiative">協力</a>してきました。同社のAIへのこのようなコミットメントが、第1四半期の業績および今後の見通しに反映されています。
IBMの株価動向: 本稿作成時点でのIBMの株価は168.51ドルで、取引時間後に8.47％下落しています（<a href="https://www.benzinga.com/quote/IBM" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>の情報による）。
次の記事を読む: Meta PlatformsのQ1決算ハイライト：Facebookの親会社は予想を上回るものの、見通しとコスト増が株価に影響を与える
画像提供：世界経済フォーラム/マニュエル・ロペス
このコンテンツは、<a href="https://benzinga.com/apis" target="_blank" rel="noreferrer noopener">Benzinga APIs</a>の協力を得て一部制作されたもので、<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>がレビューし、Benzinga編集部が公開しました。

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