Selected Reads

Smartkarma

Equity Bottom-Up

"If you think about a modern digital business, what does that mean? Well, it translates to personalized, proactive service and support. At a minimum, it's also the ability to deliver and provide access to self-service. It's about eliminating all of the mundane and repetitive tasks that are required to drive great engagement and customer loyalty and where a process or a workflow is required to be executed. A digital business is about automating and optimizing that request across the enterprise…

I believe ServiceNow can deliver IRRs of ~21-30% over the next four years. Sorry for the long write-up but because this is an ITSM business and many people aren't familiar with...<a target="_blank" href="https://www.valueinvestorsclub.com/idea/SERVICENOW_INC/2785259142">Read the article on Value Investor Club »</a>

Morningstar

Morningstar, Inc.

ServiceNow has been successful thus far in executing on a classic land and expand strategy. First, it built a best-of-breed SaaS solution for IT Service Management (ITSM) based on being modular and flexible, having a superior familiar user interface, offering a way to automate a wide variety of workflow processes, and becoming a platform to serve as a single system of record for the IT function within the enterprise. Having established itself with a rapid rise to 40% market share in ITSM…

ServiceNow reported solid first-quarter results with upside to revenue and EPS. Subscription revenue drove upside versus our model as professional services revenue was in line. The company reported strong upside to EPS driven primarily by higher revenue and lower operating margins. Overall, results reinforce our thesis centering on the company’s land-and-expand strategy. ServiceNow continues to leverage its strength in workflow automation to penetrate existing customers more deeply in IT and…

United States

ServiceNow, Inc. provides enterprise information technology (IT) management software. The Company designs, develops, and produces prepackaged computer software, cloud services, and IT service management platform. ServiceNow serves customers throughout the United States.

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