NOW +5% in AHs - CEO Bill McDermott says enterprises are unlikely to build their own AI agents: “The influx of AI creates more activity for

NOW +5% in AHs - CEO Bill McDermott says enterprises are unlikely to build their own AI agents: “The influx of AI creates more activity for IT, not less.” “Are we worried about seed compression? Not at all. Our addressable user base is growing, and 50% of our net new business is already non-seat-based.” “I’ve yet to meet a customer who would even consider it. The best tech leaders know it will cost 5x to 10x to build an agent versus run one on ServiceNow.” “We’re in the control business. Any agent, any workflow, any model, governed, secured, and accountable.”