NOW ServiceNow
Depreciation Integrity 42
Capex-vs-Demand Gap 53
Insider-Selling Intensity 12
Financing Opacity / Circular Leverage 33
Energy & Diminishing Returns 47
Organic End-User Demand 52
Watch
AI-monetization gap — Now Assist ACV doubled YoY but is call-stated; no filed revenue line. Assess whether 21% subscription growth is AI-driven or workflow expansion + pricing.
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

McDermott William R. (Chairman & CEO):13Verified sheet
Mastantuono Gina (President & CFO):13Verified sheet
Canney Jacqueline P. (Chief People & AI Enab13Verified sheet
Fipps Paul (President, Global Customer Ops):13Verified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
2025—Company-statedHundreds cut across solution consulting, sales and product marketing; the company explicitly hailed 'real AI efficiencies' in its own business and is not backfilling attrition.