In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! 

Five Minute Money Newsletter Free Sign Up

Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here. 

~*~

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro
(3:48)  — ServiceNow Business Overview
(13:00)  — Risks to ServiceNow
(21:32)  — AI Control Tower
(24:14)  — Competitive Dynamics
(32:10)  — Valuation
(35:18)  — Mature Margin Diatribe
(42:39)  — AI Risk Rebuttal
(46:16)  — ServiceNow Blue Sky Scenario
(47:38)  —  Intuit Disrupted?
(50:46)  — Will Margins Collapse for SaaS?
(52:54)  — Difference Between SMB vs Enterprise SaaS

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/