ServiceNow CFO cites strong growth despite Q4 revenue miss
ServiceNow's (NOW) latest fourth quarter earnings report showed lower-than-expected sales, putting pressure on the stock. However, ServiceNow president and CFO Gina Mastantuono tells Seana Smith and Josh Schafer on Catalysts that the results — when adjusted for currency fluctuations — exceeded expectations across metrics, including revenue and operating margin. "Our fundamentals couldn't be stronger," she notes, adding that the company's growth, profitability, and shareholder value "continue to deliver." Mastantuono highlights the company’s strong performance in artificial intelligence (AI), noting that nearly "1,000 customers already" use the company's AI products. ServiceNow also saw a 150% quarterly increase in deals for their Agentic AI offering. Despite challenges in the short term, she believes the rise in commoditized AI models, like the new DeepSeek model, will create long-term upside for ServiceNow. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch