ServiceNow Inc (MIL:1NOW)
€ 84.2 -0.38 (-0.45%) Market Cap: 86.59 Bil Enterprise Value: 84.18 Bil PE Ratio: 56.92 PB Ratio: 8.40 GF Score: 60/100

ServiceNow Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 08:20PM GMT
Release Date Price: €97.72 (+0.52%)
Keith Weiss
Morgan Stanley - Analyst

Hey, everybody. Keith Weiss from Morgan Stanley. I run the U.S. software equity research franchise, and super pleased to have from ServiceNow, Bill McDermott, Chairman and CEO. Thank you.

Bill, thank you so much for joining us.

William McDermott
ServiceNow Inc - Chairman of the Board, Chief Executive Officer

Thank you, Keith.

Questions & Answers

Keith Weiss
Morgan Stanley - Analyst

So I would say there is no better time than right now to be talking to Bill McDermott about what's going on in the software, right? Because the investors in this room had a high level of uncertainty. They don't have a clear view of what's going to go on with software broadly. They have a lot of concerns about the viability of SaaS vendors over time.

And you are, I would say, the best software salesperson that I've ever met. So nobody better to talk to us about the positioning of ServiceNow, the positioning of you as a trusted vendor of your customers and how AI is an

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