ServiceNow and Salesforce both reported AI-fueled earnings and positioned their platforms as the future of enterprise automation. The article argues their strategies target different parts of the automation “stack,” implying only one approach will be advantaged as agentic consumption scales. Net impact is more positioning and competitive framing than a clear, quantified fundamental surprise.
ServiceNow and Salesforce both reported AI-fueled earnings and positioned their platforms as the future of enterprise automation. The article argues their strategies target different parts of the automation “stack,” implying only one approach will be advantaged as agentic consumption scales. Net impact is more positioning and competitive framing than a clear, quantified fundamental surprise.
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