# ServiceNow

Type: Company (NOW)

Source: Marketing Intelligence Brief — https://getmarketingbrief.com/entity/servicenow
Canonical HTML page: https://getmarketingbrief.com/entity/servicenow

## Recent coverage (2 stories)

### TTD Slides 4.4% After IBM Warning: Ad Budgets Face Hardware Headwind
2026-08-05 06:04:26 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

The Trade Desk shares fell 4.4% as IBM's Q2 earnings miss revealed enterprise IT departments are slashing software budgets to fund hardware. The development raises concerns that marketing and ad technology spending could be next, posing a threat to programmatic platforms and ad budgets.
Full story: https://getmarketingbrief.com/story/ttd-shares-slide-ibm-warning-ad-budgets

### HubSpot, ZoomInfo Surge as Martech AI Rotation Gains Steam — $1.5B Target
2026-08-05 04:47:45 · Sentiment: Neutral · Impact: 5/10 · Sources: 1

The rotation into enterprise software is benefiting martech names like HubSpot and ZoomInfo, as investors see AI as a growth driver for customer data platforms and marketing automation. Early 2026 fears of per-seat model destruction are fading, replaced by the thesis that proprietary data and workflow ownership create an AI monetization moat.
Full story: https://getmarketingbrief.com/story/martech-stocks-ai-rotation-2026

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