$ServiceNow(NOW)$ $Oracle(ORCL

$ServiceNow(NOW)$ $Oracle(ORCL)$ $Salesforce.com(CRM)$ $SAP SE(SAP)$ Here are a few more points about ServiceNow.

Point 4: Backlog of Future Revenue. Their remaining performance obligations, essentially contracted future revenue, stand at around $27.7 billion, up roughly 25% year-over-year. That provides strong visibility into future growth.

Point 5: High Customer Stickiness. ServiceNow sits at the center of mission-critical workflows for major enterprises. Once implemented, switching away is expensive and disruptive, creating a powerful moat.

Point 6: Expanding Beyond IT. What started as IT Service Management now spans HR, Customer Service, Security Operations, CRM, AI orchestration, workflow automation, and cybersecurity. The addressable market keeps getting larger.

Point 7: Strong Free Cash Flow. The company generates substantial cash flow and maintains high operating margins while still growing rapidly. This combination is rare among software companies.

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