
apiphani is a Boston-based, AI-native managed services company that keeps mission-critical enterprise applications - especially complex SAP and Oracle environments - running without downtime. Instead of the labor-arbitrage model used by large global systems integrators, apiphani pairs small teams of senior engineers with its proprietary observability platform, luumen, and its Deep Automation technology to detect and resolve issues before users notice them. Founded in 2018 and led by CEO Justin Folkers, the company reports 100% production uptime across its clients for more than two years and raised a $25M Series A led by Insight Partners in October 2025.
Veza is an identity security company that helps enterprises understand and control who can take what action on what data. Its patented Access Graph maps permissions across cloud platforms, SaaS apps, data systems, and infrastructure for human, machine, and AI identities, letting organizations enforce least privilege, automate access reviews, and govern non-human and AI-agent identities. Founded in 2020 and headquartered in the California Bay Area, Veza agreed to be acquired by ServiceNow in a deal announced December 2025.
Justin Folkers is the co-founder and CEO of apiphani, a Boston-based technology-enabled managed services company that runs mission-critical enterprise applications such as SAP using a blend of expert engineers and AI-driven automation. He started the company around 2020 after more than two decades supporting enterprise clients at firms including Virtustream and Capgemini, betting that AI-powered automation would let people focus on meaningful work instead of routine operational tasks. In 2025 apiphani raised a $25 million round led by Insight Partners to expand Luumen, its AI-driven observability and automation platform.

On June 29, 2026, ServiceNow and Accenture announced a joint suite of AI-powered services designed to help enterprises migrate off legacy risk platforms and adopt agentic AI for cybersecurity and risk management. The offering pairs Accenture's managed security services with the ServiceNow AI Platform to deliver unified integrated risk management, third-party and operational technology risk management, proactive compliance, and an AI-powered migration path. The announcement responds to a threat landscape where U.S. data breach costs hit a record $10.22 million per incident in 2025 and AI is compressing the vulnerability-to-exploitation window from months to hours.
In this episode of the Liam Highland portfolio, the host runs a complete deep-dive valuation of ServiceNow after its stock dropped 18% in a single session on its Q1 2026 earnings—the biggest one-day fall in its history—leaving it down 43% year to date and 57% off its ~$220 billion peak. The analysis argues the sell-off is not about near-term numbers (ServiceNow beat guidance, raised its full-year outlook, grew subscription revenue 22%, and holds a 97% renewal rate) but about the market repricing the company's 'terminal value' on fears that AI agents could commoditize the workflow layer. Using a seven-layer enterprise data stack and a software repricing matrix, the host builds bear, base, and bull cases with specific share-price ranges, then lays out four signals (demand, profit, AI monetization, and the moat) plus four dated earnings checkpoints to test which scenario the data confirms.
Cyntexa is an IT consulting firm founded in 2018 that helps enterprises run and extend platforms like Salesforce, ServiceNow, AWS, Google Cloud and Nintex. A Salesforce Summit (top-tier) Consulting Partner, it offers implementation, integration, custom app development, managed services, Agentforce/agentic-AI builds and IT staff augmentation. With 400+ mostly certified professionals working out of Jaipur, India and a US presence in San Francisco, the company reports 900+ delivered projects for 710+ customers across 55+ countries.
Genesys is a global customer experience and contact center software company that helps more than 8,000 organizations across 100+ countries orchestrate personalized, AI-powered interactions across voice and digital channels. Its flagship Genesys Cloud CX platform combines omnichannel routing, self-service, conversational and agentic AI, and workforce engagement management into a single cloud service. Founded in 1990 as a computer-telephony integration startup, Genesys today operates an 'Experience Orchestration' model with roughly $2.4 billion in annual revenue and Genesys Cloud ARR approaching $2.2 billion.
Milestone Technologies is a Fremont, California-based global IT services and digital solutions company founded in 1997. It helps large enterprises run and modernize their technology at scale - spanning digital workplace services, IT service desk and NOC operations, cloud and infrastructure, application and digital engineering, AI/automation, and platform work on ServiceNow and Salesforce. The company employs roughly 2,600-3,100 people, serves more than 200 clients across about 31 countries, and is majority-owned by The Halifax Group with a minority stake held by Two Sigma Impact.
Mirketa Inc is a California-based IT services and consulting firm founded in 2003 that helps organizations run their business on cloud platforms - primarily Salesforce, along with NetSuite, ServiceNow and Oracle. Led by founder and CEO Rajeev Kumar, Mirketa pairs a US head office in Dublin, California with a global delivery center in Noida, India, and specializes in nonprofit, healthcare, education, manufacturing and financial-services customers. Beyond implementation and support services, the company builds its own Salesforce-native products - including Elixir EHR, Finacast, Round Robin Distributor, eCourier and Duplicate Search & Merge - and has layered AI and Agentforce work on top of a Salesforce Crest (Gold) consulting and ISV partnership.
8Flow is a Palo Alto-based enterprise software company building a Workflow Context Platform that maps how work actually gets done across systems like ServiceNow, Salesforce Service Cloud and Zendesk. By observing the micro-steps individual agents take to resolve tickets and complete tasks, 8Flow performs continuous process discovery and task mining, surfaces quantified automation opportunities, and produces implementation-ready blueprints for deploying AI agents. Founded in 2022 by ServiceNow and SkyGiraffe veterans Boaz Hecht, Josh Russ and Yev Goldin, the company has raised roughly $16.6M total, including a $10M Series A in 2025 backed by Caffeinated Capital, ServiceNow Ventures and Okta Ventures.
Aavenir is a Texas-based enterprise software company that builds AI-powered source-to-pay and contract lifecycle management (CLM) applications natively on the ServiceNow platform. Founded in 2019 by Jesal Mehta, the company uses AI agents, machine learning, and natural language processing to automate contracting, sourcing, invoicing, vendor onboarding, and obligation management so procurement, legal, and finance teams can cut cycle times, reduce risk, and gain end-to-end visibility across the vendor and contract lifecycle.
Cascade AI is a Bellevue/Seattle-based startup building an agentic AI platform for HR and IT operations. Its AI teammates sit across systems of record like Workday, ADP, UKG and ServiceNow to answer employee questions and resolve requests across benefits, leave, compensation, policy and IT - executing workflows in real time rather than just surfacing information. Founded in 2022 by former Microsoft engineers Ana-Maria Constantin and Pulak Goyal, the company raised a $3.75M seed round led by Gradient, Google's AI-focused venture fund, and says customers see roughly a 50% drop in HR ticket volume after deployment.

On May 6, 2026, at its Knowledge 2026 conference in Las Vegas, ServiceNow announced that its transactions through AWS Marketplace had surpassed $1 billion, a milestone the company framed as proof that enterprises have moved from experimenting with AI to operationalizing it at scale. Alongside the number, ServiceNow and AWS unveiled a platform expansion that pairs the ServiceNow AI Control Tower with Amazon Bedrock AgentCore to give mutual customers a single governance architecture for deploying, auditing, and scaling AI agents across security, IT operations, and telecommunications workflows.
Fred Luddy is the software engineer who founded ServiceNow in 2004, two weeks before his 50th birthday, starting with a single laptop after losing a $35 million fortune in the Peregrine Systems accounting fraud. Originally launched as Glidesoft, the company grew into a cloud workflow giant worth well over $100 billion. A self-taught programmer who dropped out of Indiana University, Luddy served as ServiceNow CEO until 2011, then steered product and an advisory role. He later gave $60 million to Indiana University, whose computing school now bears his name, and turned to philanthropy in rare childhood genetic disease and spreadsheet innovation.

Diya Mathew is a Senior Manager for Customer Engagement Strategy in the Office of the President & COO at ServiceNow, the enterprise cloud platform company valued at over $100 billion. A graduate of Duke University's Fuqua School of Business and NIT Tiruchirappalli, she brings a rare blend of technical depth and strategic acumen forged across Cisco, Deloitte Consulting, Meta, and now ServiceNow. Based in San Francisco, she works at the intersection of executive strategy, customer engagement, and enterprise operations.

Tania Brown is an ACCA-qualified executive and entrepreneur who serves as Area Vice President of APAC Strategic Customer Engagements (Elevate) at ServiceNow, the $13B+ enterprise cloud platform company. A digital and accounting leader with roots in venture capital, tech startups, and real estate, she has built a career spanning Brisbane, London, Melbourne, Singapore, and Sydney. Alongside her corporate career, she co-founded Jacq Leigh, a women's leather laptop bag brand launched in 2019 after noticing a gap in the market for functional, stylish bags designed for corporate women.

Samantha Mah is VP of Strategic Partnerships and Growth at ServiceNow, the $13B+ enterprise cloud platform company headquartered in Santa Clara. Based in Toronto, she leads the charge on unlocking organizational potential by eliminating manual, repetitive work through intelligent digital workflows. With a Six Sigma Master Black Belt background and a career that spans Xerox and ServiceNow, she brings process-excellence discipline to the art of enterprise partnerships. She also serves in the Office of the CDIO as Senior Director, Customer Advocate - bridging the gap between technology capability and human impact.

Laura McCullough is VP of Brand Strategy & Creative at ServiceNow, the $13B enterprise AI platform company. She leads the creative vision behind one of B2B tech's most distinctive brand identities, including the blockbuster campaign featuring Idris Elba as a ServiceNow brand ambassador. Before ServiceNow, she spent nearly two decades at Ogilvy, rising from junior account work to Senior Partner managing global accounts for Cisco, IBM, and CDW.

Keigo Okumura is Vice President of Marketing at ServiceNow Japan, bringing over two decades of marketing leadership across enterprise technology giants including Oracle, Adobe, Dell Technologies, and Citrix. Based in Japan, he oversees marketing strategy for ServiceNow's Japan region, helping drive the AI-powered workflow platform's expansion in one of the world's most demanding enterprise markets. His career arc - from systems engineer at Hitachi Solutions to VP at a $13B+ cloud company - reflects a rare blend of technical grounding and strategic marketing acumen.

Gavin King is VP of Portfolio Marketing at ServiceNow, where he connects the platform's sprawling product launches, AI vision, and strategic narrative into one coherent story. After 25 years at Microsoft - including a stint as Chief of Staff to CEO Satya Nadella - he brings a rare combination of brand-scaling experience, executive proximity, and B2B marketing depth to one of enterprise tech's most ambitious growth stories.

Eric Bensley is VP of Product Marketing - CRM at ServiceNow, bringing over 25 years of experience in CRM solutions and enterprise software marketing. A self-described 'recovering perfectionist' and introvert who built product marketing functions at Citrix, Salesforce, and Asana before joining ServiceNow, he is known for translating complex enterprise platforms into crisp, sticky messaging - and for believing that great leaders grow people, not just products.
On June 11, 2026, ServiceNow and IBM announced an expanded multi-year collaboration aimed at clearing two of the biggest obstacles to enterprise AI at scale: brittle legacy applications and ungoverned, AI-unready data. The companies will deliver joint solutions across three pillars — application modernization, enterprise data governance, and autonomous infrastructure operations — pairing the ServiceNow AI Platform with IBM tools including IBM Bob, watsonx.data, Red Hat Ansible, Instana, and HashiCorp Terraform and Vault. The solutions are expected in the second half of 2026.
Rootshell Inc is a Santa Clara-based IT consulting and solutions company founded in 2000 that helps enterprises navigate digital transformation. It pairs Silicon Valley delivery with offshore centers in India to provide CRM, CPQ, SAP, ServiceNow, Salesforce, DevOps and managed services, plus its own platforms (Subcontract.com, Howtube, CricFantasy). Led by serial entrepreneur Vijay Gopineedi, the ~93-person firm serves clients across the US, India, Singapore and the Middle East under the tagline 'Excellent Delivered.'
At ServiceNow's Knowledge 2026 conference, product chief Amit Zavery and a roster of executives, partners, and customers lay out the company's blueprint for the 'agentic business' — an enterprise architecture in which AI agents sense data, decide with business context, act through workflows, and secure every identity, all on a single governed platform. The keynote spans live demos with CVS Health (building a pet-insurance app via 'vibe coding,' an autonomous HR role-transfer, and a coordinated 'autonomous workforce' resolving software-license spikes), a partnership expansion with Google Cloud, and a security push built on the Armis and Veza acquisitions, all anchored by ServiceNow's Context Engine and AI Control Tower.
ServiceNow is the enterprise software company behind the Now Platform, a single cloud system that turns the messy, cross-departmental work of large organizations - IT tickets, HR cases, customer issues, security incidents - into digital workflows that can be automated. Founded in 2004 by Fred Luddy and now led by CEO Bill McDermott, the company has grown into one of the most valuable software firms in the world, generating over $13 billion in annual revenue and racing to embed agentic AI into every business process for the 8,000-plus enterprises and the vast majority of the Fortune 500 that run on it.
WalkWater Technologies is a San Jose-based IT services and consulting firm founded in 2010. It began as an ERP and CRM system integrator specializing in Oracle, SAP, Workday, and Salesforce, and has grown into a cloud-first practice spanning cloud migration, AI/ML, data analytics, ServiceNow, and Oracle Cloud IoT. An Oracle Gold Partner and Google Cloud partner, WalkWater helps enterprises 'make the cloud yours' by ingesting, curating, visualizing, and monetizing data as a strategic asset.

Ashraf Karim is Senior Vice President of Connected Customer Experiences & Technology at ServiceNow, where he leads the charge on transforming how enterprises engage customers through AI-powered digital workflows. With over two decades spanning engineering, product management, and executive leadership at Google, PayPal, Affirm, and Cisco, Karim bridges the gap between deep technical fluency and strategic business thinking. He is known for championing simplicity-first design, advocating that reducing cognitive load at every customer touchpoint is the defining discipline of great product leadership.

Anand Tharanathan is Group Vice President and Global Head of Product Research and Insights at ServiceNow, where he leads end-to-end user research and AI trust initiatives for one of enterprise software's fastest-growing platforms. With a Ph.D. in Experimental Psychology, an MBA from Northwestern's Kellogg School, and a career that runs from Honeywell's aerospace labs through Facebook to the frontier of enterprise AI, he bridges rigorous science and product craft at scale. His current focus on building trust in generative AI systems puts him at the intersection of human factors research and the most pressing question in enterprise technology.
Justine Davis is the VP of Developer Marketing, Community, and Developer Relations at ServiceNow, where she oversees a developer community of more than one million members and shapes the narrative of ServiceNow as a global developer platform. With roots in digital marketing and a career arc that ran through Hotwire, Atlassian (over nine years), and Postman, she has built a reputation for translating complex technical products into language that resonates with developers and enterprise buyers alike. Based in Scottsdale, Arizona, she is known for her candid takes on developer marketing, her emphasis on showing rather than telling, and her belief that DevRel and Developer Marketing are two sides of the same coin.
Matt Lombardi is the Global Vice President of Customer Experience at ServiceNow, where he leads the company's CX strategy for one of enterprise software's fastest-growing platforms. With over 17 years in business management and 9+ years specializing in customer experience, he has built and scaled CX programs across Fortune 500 companies including ADP and SAP Concur. In 2025, he was named to the Forbes World's Most Influential CMOs list, recognized for his work connecting customer satisfaction metrics directly to retention and revenue growth.