Duncan Davies

We recently wrapped up a powerful ServiceNow Global Leaders Summit—two days of honest discussion, big ideas, and inspirational moments. One of my personal highlights—sitting down with Professor Scott Galloway for a thought-provoking conversation about the business landscape and our role in making the world a better place. What I appreciate most about Scott is that he doesn’t just talk about the future; he challenges leaders to meet it head-on. We talked about the impact of AI, bold leadership in times of disruption, and how to fuel growth by putting people at the center. A few takeaways that stuck with me: ❇️  AI is unlocking one of our most valuable assets: time to invest in our growth, teams, and ourselves. We need to take advantage of the opportunities that AI creates for our people. But we also have to use it wisely in ways that enhance human connection. Loneliness is a real risk, one that won’t be solved by more tools, but by prioritizing the wellbeing of employees and nurturing the very skills they need to grow in an AI-powered world.  ❇️ Bold leadership is about taking risks and betting on the long game. People tend to overestimate the risk and underestimate the upside. It’s okay if something doesn’t work; just be agile and know when to stop or move ahead. ❇️ Failure and rejection are key to being successful. A lot of “no’s” means you are doing something right or you’re onto something new. Don’t be afraid; give yourself (and your teams) permission to learn by doing.  ❇️ Culture matters. When you water your people by providing feedback and encouragement, you fuel their growth. Leadership is not just about keeping pace with change. It’s about setting the pace with clarity, urgency, and heart. Thank you, Scott, for pushing us to think differently and lead boldly! #Leadership #AI #Culture #ServiceNow

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What an exceptional quarter for ServiceNow. Once again, we've surpassed expectations, beating and raising our guidance across all key metrics. 🎯 Q2'25 total revenue was $3,215M 🎯 22.5% YOY subscription revenue growth 🎯 29.5% non-GAAP operating margin and FCF margin of 16.5% 🎯 30% YoY growth of customers with $20M ACV 🎯 Now Assist on track to hit $1 billion ACV by 2026 These results underscore how leading enterprises are implementing AI not as a novelty, but as a fundamental driver of business transformation - with remarkable outcomes. We're seeing powerful trends accelerating AI adoption across industries. Most noticeably, the market is shifting decisively toward comprehensive agentic operating systems. The era of fragmented point solutions is giving way to intelligent platforms capable of autonomous action. ServiceNow stands at the forefront of this shift through our integrated AI, data, and workflow capabilities. Global leaders are demonstrating what's possible. Starbucks, a multi-year ServiceNow customer, is using our AI to enhance its technology ecosystem and elevate both customer and partner experiences. They're currently rolling out ServiceNow in select support centers to optimize call triage and drive greater satisfaction at every touchpoint. NVIDIA is redefining employee support with ServiceNow AI agents that proactively resolve issues, deliver personalized help, and provide answers in seconds. And Intuit is expanding its longtime relationship with ServiceNow to create frictionless "done-for-you" agentic AI experiences for its employees. This quarter's performance demonstrates that when you combine visionary technology with exceptional execution, you create lasting value for customers. I couldn't be prouder of our team's work or more excited about what's ahead as we continue redefining how work gets done. None of this would be possible without our incredible customers who trust us to transform their businesses, our partners who bring our vision to life, and every ServiceNow employee who turns innovation into reality every day. Together, we're shaping the future of work. Bill McDermott Gina Mastantuono Paul Fipps Jacqui Canney Chris Bedi Russ Elmer Nick Tzitzon #ServiceNow #AI #DigitalTransformation See the full press release here: https://lnkd.in/ggNvY7mi Read diginomica's coverage here: https://lnkd.in/g8cPgUtr

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Exciting week at Cognizant EMEA as we announced two collaborations: • We announced collaboration with SmartestEnergy as they enhance their employee IT support services, an important step in their global expansion journey. As SmartestEnergy celebrates 25 years in the UK, we’re helping to modernize their internal helpdesk operations. By streamlining internal support, their teams will be better equipped to serve customers navigating the energy transition to net-zero. • We are also partnering with Kramp to build a future-ready IT platform. This partnership aims to enhance Kramp's digital capabilities, streamline operations, and improve overall efficiency. By leveraging Cognizant's expertise in digital transformation, we will be supporting Kramp to meet the evolving needs of its customers and stay ahead in the competitive market. Great work from everyone involved. #Cognizant #Kramp #SmartestEnergy

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Excited to share some important news from Workday Rising 2025: we’re extending our partnership with Microsoft to deliver a unified AI agent experience for the enterprise. With this collaboration, organisations can securely manage their people and AI agents across platforms. It will also equip businesses with the critical context needed to effectively manage their AI deployments, measure return on investment, and realise the full potential of their AI initiatives. A big thank you to our teams at Workday and Microsoft who made this happen. I’m excited to see how our customers, together with our partner ecosystem, will unlock this next wave of AI innovation. Read the full announcement linked in the comments below 👇. #Workday #Microsoft #AI #WDAYRising https://lnkd.in/e3DjEEvJ

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I’m excited to share that we’re partnering with Boomi to fast-track application modernisation and help enterprises prepare for agentic AI at scale.   By combining DXC’s deep engineering expertise with Boomi’s AI-powered automation, we’re simplifying integration, accelerating data readiness, and enabling intelligent agent management across complex environments.   We’ve also launched a Boomi Center of Excellence within DXC Technology to drive consistent, high-quality transformation across industries and regions.   It’s great to see this partnership come to life – huge thanks to T.R. Newcomb at DXC and Dan McAllister at Boomi for their leadership and vision.   📄 Read more: https://lnkd.in/gF5G2xfi 🎥 Hear more from Dan and T.R. below   #WeAreDXC 

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Gemini Enterprise launched this week, and it tackles something I've been thinking about for a while: how much valuable information gets trapped across different systems. The platform connects securely to the tools teams use every day, from Google Workspace to business applications like Salesforce and SAP. This means AI agents can finally build the context they need to deliver truly intelligent results. Take Banco BV as an example: by giving agents context from internal analytics systems, their relationship managers automated hours of work, freeing them up to focus on customers instead. It's a reminder that the real value of AI comes from bringing your work, data and people together in one place, not forcing teams to stitch different tools together themselves.

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Following on from my previous post... From shared service to a strategic business partner and beyond. In 2025, Global Business Services (GBS), will be crucial to winning and not just a development of shared services. Many people see shared services as a way to cut costs, however GBS done well delivers intelligent workflows, predictive analytics, and data-driven insights. With this teams can transition to proactive or even a predictive business differentiator as AI and Automation takes care of the mundane repetitive tasks. The next generation of enterprise operations will be led by companies that become great at change management and strategically implement GBS. What methods are you using to improving GBS within your organisation? #GBS25 #TheFutureIsNow #TheSeries

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