Are SaaS Moats Real Or AI Mirage? The Great Enterprise Software Debate [Forbes]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Forbes
Snowflake Summit 2025 runs through June 5th. (Photo by Justin Sullivan/Getty Images) ... More Getty Images A fundamental tension is reshaping enterprise software investment, with veteran investors and AI evangelists offering starkly different visions for where lasting value will concentrate. While AI startups dominate headlines with flashy applications, veteran investors like Alex Plesakov at SDV argue that lasting value will concentrate in the data layer, where established SaaS companies maintain structural advantages. Meanwhile, AI-first proponents contend that traditional moats are dissolving faster than incumbents can adapt. The data tells a nuanced story: AI is creating both unprecedented opportunities for disruption and new forms of defensible value creation. Memory, context, and execution velocity are emerging as critical competitive factors, while traditional metrics like customer acquisition costs and lifetime values require fundamental reassessment. Alexander Lis
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News
- Using Unstructured Content For Agentic AI: A Big Enterprise Bottleneck [Forbes]Forbes
- Melius' Ben Reitzes on how AI is eating software stocks [CNBC]CNBC
- Who is Winning AI Workflow Automation? We Compared 4 Enterprise Stocks. [Yahoo! Finance]Yahoo! Finance
- H22™ AI Launches from Stealth to Tackle the Looming Career Crisis Facing 2 Billion Gen Zers [Yahoo! Finance]Yahoo! Finance
- What Does Wall Street Think About ServiceNow (NOW)? [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 10/29/25 - Beat
NOW
Sec Filings
- 12/23/25 - Form 8-K
- 12/15/25 - Form 8-K
- 12/15/25 - Form 424B7
- NOW's page on the SEC website