ServiceNow

Leadership combines an enterprise‑go‑to‑market veteran CEO with a product and engineering leader joining from Google Cloud, while the founder remains on the board. Execution on beats‑and‑raises, disciplined go‑to‑market, and ambitious product cadence in AI agents, orchestration, and governance support confidence.

Governance disclosure is solid and long‑term debt is modest. Risks are typical of high‑growth software: maintaining culture as scale increases, integrating acquisitions, and balancing SBC with shareholder returns.