ServiceNow CEO Bill McDermott Discusses AI-Driven Biz Transformation & Platform Strategy at GS Communacopia + Tech Conf 2025
Key Takeaways
TL;DR: NOW CEO Bill McDermott highlighted rapid expansion as the “AI platform for biz transformation,” citing unique integration, workflow automation, and agentic AI edge w/ Zurich release. NOW is showing strong growth: expanding fed/enterprise adoption, 30% AI premium uplift in pricing, and secular momentum in highly automated workflows—driving leading productivity/cost outcomes for customers and accelerating top-line & margin expansion for shareholders.
1. AI Platform, Strategic Diff. & Workflow Automation
- Zurich Release: Rolled out Zurich w/ 1,200 net new agentic AI capabilities—signals rapid innovation.
- Integration as Differentiator: “Integrate w/ any cloud, any LLM, any data source.” 20-yr workflow automation track record.
- Workflow Scale: “65B workflows in flight, 1T transactions.” Drives improved contextual AI & continuous platform learning.
- Internal AI Productivity: “90% of IT, HR, sales cases managed by agentic agents.” Delivers “cost out” & “radically improved productivity”—internal proof for customers.
2. Quant Outcomes & Share
- ROI Gap as Mkt Opp: “85% of cos… no positive ROI from digital transformation” (MIT); only “5%… positive ROI from agentic AI today.”
- Integration = Key Barrier: NOW uniquely solves via seamless integration/workflow automation as “AI control tower” for enterprises.
- Share Claim: “We’re growing faster than all others w/ unstoppable margin profile & ambition.”
3. Large Scale Fed Wins & Copycat Effect
- US Fed GSA Win: “Major cloud off table w/ GSA deal... core alone saves fed gov multiples of bn$.”
- Implication: US gov makes NOW “standard AI platform for biz transformation” in fed ops.
- Copycat Effect: Expects “other govs follow”—LT int’l gov opp.
- Legacy Penetration: “COBOL systems in US gov”—NOW as integrator for legacy envs.
4. Pricing Power & Monetization Roadmap