Bill McDermott (빌 맥더멋), CEO of ServiceNow, will keep the employee count in early 2027 at the same level as in early 2026, CNBC reported on Tuesday.
He said productivity gains from using AI would be key to cutting costs. McDermott said, "When employees leave naturally, you don’t have to fill the role," adding, "You can expand free cash flow margins through large-scale efficiency while maintaining a strong corporate culture and high performance standards."
ServiceNow released its first-quarter 2026 results on Tuesday. Revenue and profit both beat market expectations, and it raised its annual guidance. The stock fell 12 percent.
McDermott pushed back on concerns that subscription revenue based on user seats would fall as AI agents spread. "Half of net new revenue is already coming from non-seat, non-user-based approaches like tokens, infrastructure, hardware and various system connectors," he said. "The number of active subscription users also rose 25 percent."
Chi-gyu Hwang
delight@d-today.co.kr