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Ryan Lampson

Research Analyst at Morgan Stanley

Ryan Lampson is an Equity Research Analyst at Morgan Stanley, specializing in the coverage of small- and mid-cap technology and digital transformation companies. He provides research and analysis on firms such as Snowflake, MongoDB, and Elastic, contributing detailed financial outlooks and stock recommendations that have earned him recognition for analytical rigor and actionable investment insights. Lampson began his finance career in the early 2010s and joined Morgan Stanley after prior research roles at other leading financial institutions, establishing a reputation for expertise in data infrastructure and cloud services. He holds FINRA Series 7, 63, 86, and 87 licenses and is known for well-regarded earnings forecasts and investment calls within the technology sector.

Ryan Lampson's questions to ServiceNow (NOW) leadership

Question · Q3 2025

Ryan Lampson asked for updates on the MoveWorks acquisition closing and what MoveWorks brings to further strengthen ServiceNow's AI suite, given the encouraging performance of Now Assist.

Answer

CFO and President Gina Mastantuono stated that the MoveWorks deal is expected to close towards the end of Q4, emphasizing that current Now Assist results were achieved independently. President, CPO, and COO Amit Zavery reiterated that MoveWorks will accelerate ServiceNow's roadmap by bringing additional AI expertise and talent, but current capabilities and adoption are progressing well without it.

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Question · Q3 2025

Ryan Lampson asked for updates on the MoveWorks acquisition closing and what MoveWorks brings to further strengthen ServiceNow's AI suite, given the encouraging performance of Now Assist.

Answer

CFO and President Gina Mastantuono stated that the MoveWorks deal is expected to close towards the end of Q4, emphasizing that current Now Assist results were achieved independently. President, CPO, and COO Amit Zavery reiterated that MoveWorks will accelerate ServiceNow's roadmap by bringing additional AI expertise and talent, but current capabilities and adoption are progressing well without it.

Ask follow-up questions

Fintool

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