Investment Moats

How AI have Affected My Life.

I have to apologize that my posting have been a little slow this week. There was a few things at work to get through and if ...

ServiceNow: Post-Earnings Meltdown Is Well Overdone

ServiceNow (NOW) is down 40% YTD, yet fundamentals stay strong: 20% EPS growth outlook, 97% renewals, and AI upside. Read ...

ServiceNow's hybrid pricing gains ground as 50% of new revenue is non-seat-based: CFO

ServiceNow (NOW) shifts to hybrid AI token pricing—50% of new deals non-seat-based—easing AI headcount fears. See Q1 results, ...

ServiceNow Says $4B Term Loan Credit Deal Will Help Finance Armis Security Deal

Earlier this week, ServiceNow said it completed the acquisition of cyber exposure management and security group Armis. ServiceNow said Armis provides an AI-powered solution that s ...

ServiceNow posts revenue growth, but says Armis deal will weigh on margins

The cloud-based software company said the acquisition will result in a roughly 75 basis point headwind to its operating ...
Barron's

ServiceNow Inc.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) ...