Thesis
I recently wrote an article on the strength of the management team and a high-level introduction to ServiceNow (NOW). I dug deeper into alternative data sources, namely channel checks with resellers and customers. This data helped me pinpoint the current differentiation ServiceNow has versus competition. It gave me further conviction in the name, and I recommend a buy on this stock.
Additionally, I will discuss the implications of the Adobe (ADBE) partnerships.
Source: ServiceNow website
Channel Checks
First, we will dive into recent channel checks. ServiceNow has built out some functionality in the FP&A