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The public-sector push creates a large, multi-year revenue opportunity and strengthens NOW's competitive moat via governance tools (AI Control Tower). Historically, government-adjacent SaaS adoption can re-rate valuations as contracts scale and cross-sell opportunities emerge.
What happened, with direct paths to the underlying reporting
ServiceNow announced strong public-sector momentum for its AI Platform, with multiple states and municipalities deploying AI to streamline services, cut wait times, and boost cybersecurity. Notable examples include CalHFA, Hawaii, Raleigh, and DC, underscoring ROI from automated ticketing and governance via AI Control Tower. This could translate into multi-year government contracts and a durable growth driver for NOW.
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