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Breaking Analysis: ServiceNow's Collision Course with Salesforce.com
July 23, 2021
ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome. The company has seen that the slightest misstep can cause mini freakouts from the investor community so it has architected a financial and communications model that allows it to beat expectations and raise its outlook on a continuing basis. Regardless, ServiceNow appears to be on a track to vie for what it’s CEO Bill McDermott refe...Read more