William (Bill) McDermott
Chairman & CEO, ServiceNow
aka Bill McDermott, William McDermott
“50% of net new business now comes from non-seat-based pricing model, including tokens and other assets.”
“90% of employee IT requests resolved autonomously.”
“AI, data, security and governance are now built into every product and package, not a separate purchase — a deliberate shift away from sidecar AI models.”
“Are we worried about seat compression? Not at all. Our addressable user base is growing and 50% of our net new business is already non-seat-based.”
“AI ACV crossed a billion, well on our way to the 1.5 billion; agentic-AI production customers increased 9x over the last nine months; AI net new ACV growing over 40% quarter over quarter.”
William (Bill) McDermott
Chairman and CEO of servicenow. Primary spokesperson on ServiceNow's consumption-pricing pivot and agentic AI monetization.
What they're known for
Brief factual context — fill in.
Why they matter to stock-market
Why this person's claims are tracked here — fill in.
Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
-
On servicenow, agentic-ai-seat-erosion-to-saas-rerate:
"50% of net new business now comes from non-seat-based pricing model, including tokens and other assets." — 2026-06-03-servicenow-now-q1-2026-earnings-call (2026-04-22)
-
On servicenow, agentic-ai-seat-erosion-to-saas-rerate:
"90% of employee IT requests resolved autonomously." — 2026-06-03-servicenow-now-q1-2026-earnings-call (2026-04-22)
-
On servicenow:
"AI, data, security and governance are now built into every product and package, not a separate purchase — a deliberate shift away from sidecar AI models." — 2026-06-03-servicenow-now-q1-2026-earnings-call (2026-04-22)
-
On agentic-ai-seat-erosion-to-saas-rerate, seat-based-saas-ai-disruption:
"Are we worried about seat compression? Not at all. Our addressable user base is growing and 50% of our net new business is already non-seat-based." — 2026-07-22-earnings-now-q2-fy2026 (2026-07-22)
-
On agentic-ai-seat-erosion-to-saas-rerate:
"AI ACV crossed a billion, well on our way to the 1.5 billion; agentic-AI production customers increased 9x over the last nine months; AI net new ACV growing over 40% quarter over quarter." — 2026-07-22-earnings-now-q2-fy2026 (2026-07-22)