ServiceNow reported Q4 subscription revenue growth of 21% year over year and provided Q1 guidance implying even faster growth. Salesforce's underlying organic revenue growth has cooled to the high single digits, and its guidance points to further deceleration. The update signals divergence within enterprise software: accelerating demand for ServiceNow versus slowing top-line momentum at Salesforce.
ServiceNow reported Q4 subscription revenue growth of 21% year over year and provided Q1 guidance implying even faster growth. Salesforce's underlying organic revenue growth has cooled to the high single digits, and its guidance points to further deceleration. The update signals divergence within enterprise software: accelerating demand for ServiceNow versus slowing top-line momentum at Salesforce.
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