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Source document· November 2, 2025

ServiceNow: A Risky Bet on AI Agents

View original at finance.yahoo.com
ServiceNow: A Risky Bet on AI Agents This article first appeared on GuruFocus. It's no secret enterprises operate in complex systems. The average enterprise uses 360 different applications, which leads to siloed systems and disconnected data…
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  • Lower-than-anticipated monetization of AI Agents is in the realm of possibilities

    80% confidence

  • The average enterprise uses 360 different applications

    80% confidence

  • Inference could account for 80-90% of the total electricity consumption of AI within the next decade

    80% confidence

  • As our business grows, we expect our revenue growth rate to decline over the long term

    80% confidence

  • ServiceNow's gross margin and operating cash yield have been higher than the industry average for the past five years

    80% confidence

  • ServiceNow scored in the 98th percentile for financial performance among all Russell 3000 companies

    80% confidence

  • A single ChatGPT query consumes an estimated 2.9 watt-hours of electricity, nearly 10 times the 0.3 watt-hours of a standard Google search

    80% confidence

  • Lower-than-anticipated monetization of AI Agents is in the realm of possibilities

    80% confidence
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Lo que estamos viendo
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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