5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today

2. ServiceNow Inc. (NYSE:NOW)

ServiceNow Inc. is a cloud-based software company that provides automated business process management solutions for businesses. It operates the Now Platform for process mining, AI, performance analytics, ML, end-to-end digital transformation, and other development tools. While other AI stocks took a beating, NOW took the other direction and is up 5% in the last 5 trading days.

NOW stock was unfazed by the DeepSeek AI news because it is one of those few companies that have successfully monetized AI, so it doesn’t really matter if someone comes up with a better model. The company’s Now Assist platform launched just over a year ago has garnered 44 clients with annual contract values worth at least $1 million. The company has also added security and procurement to their suite of offerings which should further drive up the demand.

ServiceNow’s leading position in offering Agentic AI solutions is likely to help the company ignore all the noise about AI spending. 2025 will be about Agentic AI and that’s the reason the stock keeps going up. It will be interesting to see if the management has anything to say about DeepSeek, though the Chinese AI model hardly impacts the company’s unique positioning in the AI world.