ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything
Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
ServiceNow (NYSE: NOW) is a cloud-based software platform that helps businesses automate and streamline workflows across IT, HR, customer service, and more. The company uses agentic AI, enabling autonomous, AI-driven decision-making and task execution to boost efficiency and productivity.
In this 8-minute podcast episode, Sophie Carran joins Catie Ryan to break down:
- What ServiceNow actually does
- What the market might be missing
- The bull case—and the bear case
ServiceNow is a holding in the Firetrail S3 Global Opportunities Fund .
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Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to the Product Disclosure Statement: WHT3093AU
Links to the Target Market Determination: WHT3093AU
For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email
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Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
Firetrail Investments
Firetrail are specialists in high conviction equities investing. Hit 'Follow' to hear about some of the team’s best ideas in Australian and global equities
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