Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
ServiceNow - The Platform for Digital Business
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Software Stack Investing
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Season 2
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Episode 4
ServiceNow has evolved over the last ten years from a specialized ITSM provider to a full-featured low code platform with ready-made solutions for a number of common enterprise business functions. If you were to believe the often hyperbolic CEO, ServiceNow will become the only software platform needed by enterprises to address digital transformation. While their product expansion has been impressive, I think their scope will land somewhere in between.
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