Whalesbook
ServiceNow ne AI ko lekar apni strategy ekdum se badal di hai. Woh ab AI ko sirf 'madad karne' ke liye nahi, balki khud 'kaam karne' ke liye tayyar kar rahe hain, jisme ek bada launch 28th Feb ko hone wala hai. Company "autonomous workforce" banane par focus kar rahi hai, matlab IT, HR, finance ke routine tasks ab AI agents khud sambhalenge. Isse clients ki efficiency toh bhaari badhegi hi, company ke profits bhi badh sakte hain. Aur unka security business revenue toh $1 Billion bhi cross kar gaya hai.
Lekin ye sab secure kaise hoga? Iske liye ServiceNow ne apni AI strategy mein 'Trust' ko top priority rakha hai. Woh ek 'AI Control Tower' laa rahe hain jisse AI ke kaam par poori nazar rahe. Saath hi, Veza ko acquire karke unhone security aur governance ko aur mazboot kiya hai. Banking, telecom, healthcare jaise industries ke liye ye bohot important hai.
Aur India ki baat karein toh, bhai, India ab ServiceNow ka R&D hub ban gaya hai! Unke global R&D ka lagbhag 50% toh yahi hota hai. Aur toh aur, India mein bhi unke products ki demand zabardast hai. Pichle quarter mein subscription revenue 21.5% aur cRPO 25% grow kiye. Unke Now Assist ne toh $600 Million ACV bhi kama liye hain. Iske liye company India ko ek major growth market bhi maan rahi hai.
Stock market mein kya chal raha hai? Haalanki pichle saal share price thoda gira tha, lagbhag 45.9% tak. Lekin analysts ab bhi full bullish hain! 'Strong Buy' ka consensus hai aur target price mein 75% se 89% tak ka upside dikha rahe hain. Matlab, abhi girawat ko entry ka mauka maan rahe hain. Company 2026 mein 19.5% se 20% growth project kar rahi hai.
Competition toh hai hi, Microsoft, Salesforce jaise giants bhi AI mein full-on hain. Par ServiceNow ka governance par focus unhe alag bana sakta hai. Haan, AI se jobs par impact aur revenue mein thodi variability ke risks bhi hain, jiske karan stock mein volatility dikhi hai.