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ServiceNow, Inc. (NOW) Presents at Deutsche Bank 2026 Technology Conference Transcript

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ServiceNow, Inc. (NOW) Deutsche Bank 2026 Technology Conference August 27, 2026 2:40 PM EDT

Company Participants

Gina Mastantuono – President & CFO

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Conference Call Participants

Brad Zelnick – Deutsche Bank AG, Research Division

Presentation

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Brad Zelnick
Deutsche Bank AG, Research Division

Okay. I think we’re live. Welcome back, everybody. I’m still Brad Zelnick, Deutsche Bank Software Equity Research. And for this session, truly delighted to be joined by none other than the Chief Financial Officer of ServiceNow. That’s Gina Mastantuono. Gina, thank you so much for being here.

Gina Mastantuono
President & CFO

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Thank you so much for having me, Brad. Happy to be here. Good to see everyone.

Brad Zelnick
Deutsche Bank AG, Research Division

Always good to see you. It’s always good to see you in Southern California.

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Gina Mastantuono
President & CFO

Yes. Although, it’s super hot down here right now.

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Question-and-Answer Session

Brad Zelnick
Deutsche Bank AG, Research Division

Although super hot. So I don’t think you need really much of an introduction. But I want to jump in. When I think of ServiceNow, I often think back to the founding of the company. I think about your founder, Fred Luddy, and the platform nature of what he built and how it’s endured the test of time. Can you just help us bridge from the past into the future, why are you so confident that ServiceNow will continue to lead in the AI era?

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Gina Mastantuono
President & CFO

Well, listen, I think, first and foremost, Fred is just an incredible founder, incredible human being. And he built this incredible platform, one data model, one architecture, one platform. 20 years ago, people didn’t know what a platform was, so funny, right? And so they’re like, “Platform? What’s the platform? Give me a use case.” And he was an IT guy. So he gave the most important IT use case solving the problems of the people that he

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