leadership1 publisher
ServiceNow's own analyst day puts seats at half of new contract value
A 30% share price fall has been read as the market pricing an agent-driven collapse in seat licences, but the company's June presentation already sourced half its new revenue from consumption, and the $7.75 billion Armis deal is priced for that world.
Publishers:csoonline.com
Reality
- Evidence48
- Adoption55
- Hype gap+15
- Incentives62
- Confidence52