Nitin Mathur

Director Global Support @Amdocs ||Former CEO @MobileDimension || mobile marketing solutions || LinkedIn

[Rich Peter @peterli34923561]

$NOW --- In mid-June, $NOW announced a major expansion of its strategic partnership with IBM, integrating their respective tech stacks to power Autonomous IT Operations and enterprise-grade agentic AI suites. Google Cloud also recently honored the firm with its 2026 Global Commercial Applications & Agent Innovation Partner of the Year award.During its latest investor days held across May and June, ServiceNow laid out aggressive long-term financial targets: it projects total revenue to grow at a blistering 19.4% compound annual growth rate (CAGR) from 2026 through 2030, hitting a $30–32 billion revenue run rate by 2030. Management also guided for free cash flow margin to expand by 100 basis points each year starting in 2027.1. Orchestrator, Not Disruptable Victim, of the Agentic EraBearish market sentiment argues that widespread agentic AI will automate employee workflows, eroding enterprise demand for traditional software seat licenses. The opposite dynamic plays out in reality: the more AI agents and digital bots a corporation deploys, the greater its need for a centralized control plane to orchestrate, allocate, and govern end-to-end agent workflows—and ServiceNow owns that foundational workflow layer exclusively.Its newly launched Workflow Data Fabric and RaptorDB Pro data engine already count over 6,000 enterprise clients leveraging the stack to interconnect and govern distributed corporate AI agents. The platform effectively operates as both the traffic cop and central brain for all enterprise AI activity in the agent age.2. Unmatched Pricing Power & Industry-Leading Customer StickinessEnterprises upgrading to the premium tier of Now Assist, its generative AI add-on, face an incremental price uplift of roughly 30%. Q1 metrics reveal the count of clients with Now Assist annualized contract value (ACV) above $1 million surged 130% year-over-year.Further, the platform is deeply embedded within core IT, human resources (HR), customer service, and cybersecurity infrastructure across Fortune 500 corporations, supporting an exceptionally high annual retention rate consistently ranging from 97% to 98%. Once deployed, the system faces near-zero replacement risk.3. Cross-Vertical TAM Expansion: From Niche ITSM Tool to All-Encompassing Enterprise Platform￥ began as a narrow IT service management (ITSM) ticketing tool built solely for IT departments. Today, it has expanded horizontally into HR workflows, customer service operations, security orchestration, and adjacent enterprise functions. Every incremental feature rollout steadily lifts average revenue per user (ARPU) across its installed customer base. --- In mid-June, $NOW announced a major expansion of its strategic partnership with IBM, integrating their respective tech stacks to power Autonomous IT Operations and enterprise-grade agentic AI suites. Google Cloud also recently honored the firm with its 2026 Global Commercial Applications & Agent Innovation Partner of the Year award.

During its latest investor days held across May and June, ServiceNow laid out aggressive long-term financial targets: it projects total revenue to grow at a blistering 19.4% compound annual growth rate (CAGR) from 2026 through 2030, hitting a $30–32 billion revenue run rate by 2030. Management also guided for free cash flow margin to expand by 100 basis points each year starting in 2027.

1. Orchestrator, Not Disruptable Victim, of the Agentic Era
Bearish market sentiment argues that widespread agentic AI will automate employee workflows, eroding enterprise demand for traditional software seat licenses. The opposite dynamic plays out in reality: the more AI agents and digital bots a corporation deploys, the greater its need for a centralized control plane to orchestrate, allocate, and govern end-to-end agent workflows—and ServiceNow owns that foundational workflow layer exclusively.

Its newly launched Workflow Data Fabric and RaptorDB Pro data engine already count over 6,000 enterprise clients leveraging the stack to interconnect and govern distributed corporate AI agents. The platform effectively operates as both the traffic cop and central brain for all enterprise AI activity in the agent age.

2. Unmatched Pricing Power & Industry-Leading Customer Stickiness
Enterprises upgrading to the premium tier of Now Assist, its generative AI add-on, face an incremental price uplift of roughly 30%. Q1 metrics reveal the count of clients with Now Assist annualized contract value (ACV) above $1 million surged 130% year-over-year.

Further, the platform is deeply embedded within core IT, human resources (HR), customer service, and cybersecurity infrastructure across Fortune 500 corporations, supporting an exceptionally high annual retention rate consistently ranging from 97% to 98%. Once deployed, the system faces near-zero replacement risk.

3. Cross-Vertical TAM Expansion: From Niche ITSM Tool to All-Encompassing Enterprise Platform

$NOW began as a narrow IT service management (ITSM) ticketing tool built solely for IT departments. Today, it has expanded horizontally into HR workflows, customer service operations, security orchestration, and adjacent enterprise functions. Every incremental feature rollout steadily lifts average revenue per user (ARPU) across its installed customer base.

[Shannon 🇺🇸I stand with America @thewriterme]

Stand up, just say “no!”

[Linda @LndamyDark]

Marco Rubio made these predictions back in 2015. 🤯

[mistersunshinebaby @mrsunshinebaby]

🇨🇦 The average household income, after tax, in Canada's largest province, in $69,000.

🇺🇸 The average household income, after tax, in the United States' poorest state, Alabama, is $69,000.

Canada's richest province is at the same economic level than America's poorest state.

Canada is a failed nation.

[Rachael Wong @RachaelWongAus]

“We’re talking about a regime that raped women for simply showing their hair...Removing a terrorist is not tragedy. It’s a sign of justice...He ordered my killings 3x. He ordered the killings of innocent Iranians for 47 years...Do not dare to mourn for terrorists”
–@AlinejadMasih

[The British Patriot @TheBritLad]

Mass celebrations continue to sweep the West as Iran's Islamic Republic falls.

The West is waking up to the devastation Islam has unleashed on humanity.

[🦅 Eagle Wings 🦅 @CRRJA5]

INCREDIBLE SCENES IN TIMES SQUARE: Hundreds of Iranians in tears, belting out their TRUE national anthem, chanting THANK YOU PRESIDENT TRUMP for ending Khamenei’s terror reign!
The regime is FALLING — and the people are celebrating! Leftist noise? Completely overwhelmed.

[Canada Proud @WeAreCanProud]

#REPORT: CBC is under fire after using an image of two Iranian women crying in their story covering the assassination of Ayatollah Khamenei, who imposed some of the most restrictive laws on the rights of women in the world.

[Jon Flynn | Real Estate Data & Analysis @JonFlynnREstats]

I just spoke to a client today who put a deposit on a house in the U.S.
Their main reason for leaving is their lack of trust and confidence in the Canadian government

[wealthmoose @wealthmoose]

Japan 🇯🇵 just sent a clear signal:

Canada 🇨🇦 won’t attract more investment from Japanese automakers by distancing itself from the U.S. in favor of Beijing.

Our auto sector thrives when North American trade is strong and predictable.

A stable free-trade framework with the U.S. supports Canadian workers and serves our national interest. 🇨🇦

#cdnpoli #AutoIndustry #Trade #Canada

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

CNN turned up in LA hoping Iranians would be mad at Trump.

But were forced to report joyous scenes and support for Trump 🇺🇸 🇮🇷

[Wall Street Apes @WallStreetApes]

A change is happening. The support for Donald Trump is massive

This post has almost 400k likes in under 24 hours

“Iranian here with a message for every single American who voted for President Trump from the bottom of my heart. Thank you. God bless, president Trump, God bless the US military and God bless America. We can't wait until Iran is free and we can welcome you back to our country with open arms and be the allies that we used to be before the Islamic regime took over our country in 1979. That's it. Thank you. Thank you so much, and God bless America.”

[wealthmoose @wealthmoose]

🇨🇦⛴️ Here’s the insanity:

Canada imports billions in oil from:

• 🇸🇦 Saudi Arabia
• 🇳🇬 Nigeria
• 🇩🇿 Algeria
• 🇳🇴 Norway
• 🇺🇸 USA
• 🇰🇿 Kazakhstan

Every single one arrives by TANKER to the East Coast.

So when exactly do we get a tanker ban there?

Or is the “ban” only for Canadian oil, Canadian workers, and Canadian paycheques? 🧐🙄🤨

#cdnpoli #Energy #CanadaFirst #Canada

[Shazi @ShaziGoalie]

Bankruptcy searches are surging.45,400 businesses closed in November, almost matching crisis-era levels.

22,000 GTA condos completing this year.

Up to 35% could default.Pre-con buyers losing $130K deposits.

Homes selling $250K below 2016 prices.

This is what happens when leverage meets reality.

📎 @dsimieritsch

[Aravind @aravind]

This is for all the world to watch, learn, and appreciate about how tolerant and diverse India is. And how the Hindus have kept India this way in spite of extreme oppression and worst atrocities done on them for over a 1000 years to make India become another Iran or Afghanistan.

Today, India still remains a refuge for Iranian Parsi Zorastrians, Jews from the middle east who fled persecution, Christians and Sikhs from Syria to Afghanistan, Jains from Pakistan, Buddhists from China, Muslims from Myanmar, Tamil Hindus from Sri Lanka, even Islamic sects which are persecuted in other Islamic nations around India.

[Wall Street Mav @WallStreetMav]

Canada's living standards are collapsing in a socialist doom loop.

The govt is trying to hide this by "growing" the economy with massive numbers of immigrants. However cramming millions of Bangladeshis into Toronto doesn't make for a more powerful first world city, it just turns the entire the city into the 3rd world also. Now they are all on welfare and the rent is higher for everyone.

Canada's GDP per capita was 94% of America's in 1981. Today it's 67%. The widest gap since World War II.

Ontario is now poorer than 43 US states. Including Louisiana and Alabama. This isn't a hiccup, it's a collapse.

From 2017-2024, US productivity grew 10.1%. Canada's fell 0.6%.

The US spends 3.4% of GDP on R&D.
Canada spends 1.7%.

Housing prices are 50% to 100% higher in Canada compared to the USA, meanwhile incomes are 30% lower.

Canadians spends 48% of their income on a mortgage. The average American: 34%.

Canada has talent, natural resources (oil, gas, minerals hydro), safe geography, rule of law. It should be one of the wealthiest countries on the planet.

What it doesn't have is a system that rewards being successful. It is a system being strangled by bad immigration policy, bad trade policies, massive regulations, woke DEI mind viruses and crushing taxes.

[JayGen 𝕏 er🇨🇦 @JayGenXer]

One of my FAVOURITE SPEECHES that SUMS up Canada

[Shane Wenzel @ShaneWenzel]

Canadians are asking a simple question: where is our money going?

Billions in taxpayer dollars leave the country with little transparency. Huge consulting fees, failed programs, new crown corporations with no results, and constant government travel, all while Canadians are taxed harder than ever. Affordability is worse, quality of life isn’t improving, and accountability is still missing.

It’s time to demand transparency and real accountability for every taxpayer dollar. Speak up. Share your perspective.

[Cass Blackburn @FiftyFootNest]

PACKED HOUSE: A Florida lawfirm put on a "Move to the USA Expo" in Vaughan, Ontario today. It was packed to the rafters with Canadians fed up with the state of Canada. They're looking to escape the absurdity to the U.S. That's how bad things have become in Canada.

[Fareed Zakaria @FareedZakaria]

President Trump has revealed the true purpose of his attack on Iran: regime change.

But that is not the likely outcome. And the way Trump went about it — without a broad coalition, without congressional authorization — undermines the US-led order.

My take: