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Source document· November 2, 2025

ServiceNow: A Risky Bet on AI Agents

View original at finance.yahoo.com
ServiceNow: A Risky Bet on AI Agents This article first appeared on GuruFocus. It's no secret enterprises operate in complex systems. The average enterprise uses 360 different applications, which leads to siloed systems and disconnected data…
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  • Lower-than-anticipated monetization of AI Agents is in the realm of possibilities

    80% confidence

  • As our business grows, we expect our revenue growth rate to decline over the long term

    80% confidence

  • ServiceNow scored in the 98th percentile for financial performance among all Russell 3000 companies

    80% confidence

  • ServiceNow's gross margin and operating cash yield have been higher than the industry average for the past five years

    80% confidence

  • A single ChatGPT query consumes an estimated 2.9 watt-hours of electricity, nearly 10 times the 0.3 watt-hours of a standard Google search

    80% confidence

  • Lower-than-anticipated monetization of AI Agents is in the realm of possibilities

    80% confidence

  • The average enterprise uses 360 different applications

    80% confidence

  • Inference could account for 80-90% of the total electricity consumption of AI within the next decade

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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ServiceNow: A Risky Bet on AI Agents — Source | Via News | Via News