The Time is NOW

Time to Get Greedy While Others Are VERY Fearful

Author

GRIT
July 16, 2024

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In this edition, you’ll read an in-depth analysis of a great stock we’ve been watching: 👇

Stock Deep Dive: ServiceNow (NOW-US, $155B MCAP)

Every so often, a narrative takes hold, and stocks are at the mercy of its momentum.

We’ve seen what a good story did to Nvidia.

But this same good story for one industry can be a disaster for another. Software is on the other end of the AI narrative.

The narrative goes that AI might kill software through lower seat count, hurting SaaS models, IT wallet share shifting towards AI, and margin compression as computing costs rise.

While Software today will not look the same as Software in 5 years, I firmly believe it will not be killed. But it will have to adapt to this changing environment.

This week’s pick is right in the center of this adaptation to a new normal, and as AI will sort software companies into winners and losers…This one will be a winner.

  • Overview 👉 What Does ServiceNow Do?

  • How Do They Win? 👉 Value Proposition

  • How Do They Make Money? 👉 Tiered SaaS Revenue & Professional Services

  • The AI Play 👉 Already Monetizing AI SKU

  • By The Numbers 👉 Key Metrics

  • Risks 👉 Potential Pitfalls

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