ServiceNow, Inc. (NOW) Jefferies Software Conference

ServiceNow, Inc. (NYSE:NOW) Jefferies Software Conference May 29, 2024 2:00 PM ET

Company Participants

Gina Mastantuono - Chief Financial Officer

Conference Call Participants

Samad Samana - Jefferies

Samad Samana

Awesome. Thank you everybody for joining us. And most importantly, Gina, thank you for joining us today. I know that you have a very jam-packed schedule and I appreciate you making time for it.

Question-and-Answer Session

Q - Samad Samana

So, we're only a few weeks removed from the Analyst Day. You and the executive team did a great job providing us with a lot of new information. I'll give a shout-out to Darren and Alex and the IR team putting together a lot of great content as well. I thought maybe we'd start there. What was the main message that you, as the CFO, wanted investors to walk away from the Analyst Day this year?

Gina Mastantuono

Yeah. Thanks so much for the shout-out to my incredible IR leader and team. They are the best in the business. So thank you for that. We were really pleased with the overall knowledge, Investor Day, very well-received from a customer's perspective, from an investor perspective, we were really focused on a few key messages.

So; one, innovation continues to cede growth for us, first and foremost. Gen AI is a tailwind for us. We are the platform that's the system of action across the enterprise. So infusing Gen AI in that is a real opportunity for us. And I know we'll talk a lot about that. So, I won't go into it a ton of detail here, but really seeing strong momentum coming out of Q1 -- out of Q4 and into Q1, and really excited about the trajectory that that's showing.

But make no mistake, we're a $10 billion business before we sell