ServiceNow Inc Financial Analyst Day Transcript - Thomson StreetEvents

ServiceNow Inc Financial Analyst Day Transcript

ServiceNow Inc Financial Analyst Day Transcript - Thomson StreetEvents
ServiceNow Inc Financial Analyst Day Transcript
Published May 16, 2023
Published May 16, 2023
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About This Report

  
Abstract:

Edited Transcript of NOW.N corporate analyst meeting

  
Report Type:

Transcript

Source:
Company:
ServiceNow Inc
Ticker
NOW.N
Time
8:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : Kash Rangan of Goldman Sachs. Thanks for hosting us this amazing conference. So Gina, you did your best to drop that rocket by about $1 billion in revenue or -- Bill had $20 billion plus. My understanding is that as rockets move up, they grow, they actually accelerate, right? So what is the -- what is the time line to get to $20 billion plus, Bill? Is it -- are we looking at acceleration beyond the $15 billion plus?


Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : You dropped it by $1 billion. So I want to hear that and then the $20-plus billion I want to hear that as well. The other question, more serious question is -- the P X Q that you talked about, I think the worry that I don't share this, but a lot of our clients have that the Q is going to go down more than the P is going to go up because you just saw these demos, which were breathtakingly impressive, great work here, right? So what is -- if this is what you can accomplish in such a short span of time? A year from now, we're going to look at -- are we going to be looking at even more automation and this -- you don't even need a human to do all this stuff. So help us understand or give us comfort that the Q is not going to go down a lot more. Maybe it's not down 50%, 60%, maybe down 5% or 10%, the P is going to be up 20%, 30%. So that's a concern that some of our clients have, which may be unfounded, but I want to get your views on that?

Table Of Contents

ServiceNow Inc at Bank of America Global Technology Conference Summary – 2023-06-07 – US$ 54.00 – Edited Brief of NOW.N presentation 7-Jun-23 7:30pm GMT

ServiceNow Inc at Bank of America Global Technology Conference Transcript – 2023-06-07 – US$ 54.00 – Edited Transcript of NOW.N presentation 7-Jun-23 7:30pm GMT

ServiceNow Inc at Jefferies Software Conference Transcript – 2023-05-31 – US$ 54.00 – Edited Transcript of NOW.N presentation 31-May-23 9:30pm GMT

ServiceNow Inc at JPMorgan Global Technology, Media and Communications Conference Summary – 2023-05-23 – US$ 54.00 – Edited Brief of NOW.N presentation 23-May-23 7:55pm GMT

ServiceNow Inc at JPMorgan Global Technology, Media and Communications Conference Transcript – 2023-05-23 – US$ 54.00 – Edited Transcript of NOW.N presentation 23-May-23 7:55pm GMT

ServiceNow Inc Q1 2023 Earnings Call Summary – 2023-04-26 – US$ 54.00 – Edited Brief of NOW.N earnings conference call or presentation 26-Apr-23 9:00pm GMT

ServiceNow Inc Q1 2023 Earnings Call Transcript – 2023-04-26 – US$ 54.00 – Edited Transcript of NOW.N earnings conference call or presentation 26-Apr-23 9:00pm GMT

ServiceNow, Inc. - Special Call Transcript – 2023-04-13 – US$ 54.00 – Edited Transcript of NOW.N conference call or presentation 13-Apr-23 5:00pm GMT

ServiceNow Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript – 2023-03-08 – US$ 54.00 – Edited Transcript of NOW.N presentation 8-Mar-23 8:55pm GMT

ServiceNow, Inc. - Special Call Transcript – 2023-01-31 – US$ 54.00 – Edited Transcript of NOW.N conference call or presentation 31-Jan-23 4:00pm GMT

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MLA:
Thomson StreetEvents. "ServiceNow Inc Financial Analyst Day Transcript" May 16, 2023. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/ServiceNow-Inc-Financial-Analyst-Day-T15562626>
  
APA:
Thomson StreetEvents. (2023). ServiceNow Inc Financial Analyst Day Transcript May 16, 2023. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/ServiceNow-Inc-Financial-Analyst-Day-T15562626>
  
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