$NOW ServiceNow Tape Reports
Per Ticker.id: $NOW ServiceNow Tape Reports — 54 podcast mentions across 13 podcasts (30 days), latest 2026-08-26 23:16 UTC.
Even if I don't exactly understand what Palantir does or what makes them so special compared to other consulting and data businesses, the financial fundamentals and the business itself are looking really, really good. But again, I'm still asking myself this question of why is there no one that seems to be able to copy what Palantir is doing? I What about OpenAI and Anthropic or the big software companies you mentioned earlier, Salesforce, ServiceNow, or even Microsoft? Couldn't they do what Palantir has done with their suite of products and especially the connections into the enterprise universe that they already have? You would think they might be able to build on that and create some kind of ontology similar to Palantir. And so we mentioned many times in recent episodes that distribution seems to be one of the most important advantages in the age of AI. And that means, you know, already having a widespread customer base. And as outsiders without any insights into Palantir, how are we supposed to have conviction in their technological advantages? How do we even begin to rate the strength of their moat?
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27And I think the one company where I can't really figure out whether they would become a bigger competitor eventually is ServiceNow, because it's the one company that we discuss here now that I haven't yet deep dived. So my understanding of ServiceNow is significantly below the level of the other companies. From what I understand though, ServiceNow understands itself as a SaaS company that becomes AI native, right? And they actually have a lot to lose if they would have this $2 trillion market that they're just not participating in. And it's very good at workflows that are based on, I think what they call predefined relationship data. So how can I explain that? I would say that predefined relationship data is you already know what you're allowed to do, And now you just put it in a sequence that you now know, hey, this thing is allowed to give access to this thing. And it makes sense to now put this thing just after that. So you sort of get this linear line of what are you allowed to do. What Palantir is doing, it creates those relationships. You know, it's saying, we know that there are these things, you know, X, Y, Z, and they have permission to do certain things. Now, how can we connect that to the entire rest of the map so that it makes sense? It's just hard to imagine, but way more complicated than what any of these SaaS companies are currently doing. And I think that's just a complex way of saying ServiceNow is good at managing data that is already set in place, where Palantir is basically taking raw data from all sorts of places and then creates a relationship in all of that itself.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Well, Jim, I'm super excited about, you know, the success of Salesforce's ITSM product. You know, what we're doing in IT systems is very exciting. We have more than 450 companies now on Salesforce's ITSM offering, and we had a huge conversion this, this month from ServiceNow, from McAfee. So I think we're going to have a lot more as well to talk about. But we're very excited in ITSM and service overall is a huge area. I think, you know, I've done more than 5 million autonomous service completions myself using Agentforce, Jim. If you just look at help.salesforce.com, you can see that. And for the 5 million that I completed, well, 2.5 million that required humans. Were auto-escalated from the AI agent right into the human call center. Now, that's really the way it should happen. That was really a powerful moment for me to see, you know, that this is really working.
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26My stock is about ServiceNow.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Yeah, this software is dead narrative. I mean, price action in software sort of displaced this, but I mean, people were convinced that from September last year to April this year that you don't need enterprise software anymore because you can just vibe code your way to joy. And that was obviously nonsense. If you go and talk to any of the large enterprises or government departments around the country, around the world, they'll tell you that, you know, that's just, that's just not a realistic assessment of how large organizations use software. So I think we're going to see some bifurcation in enterprise software. I think we're going to see a small number of the existing incumbents really get a hold of what AI means for software, and fly. And so I would say, you know, Palantir is probably going to win out from that trend. ServiceNow has a shot at it. They've certainly described the problem correctly. You know, the CEO has said, no, no, we use a lot of LLM technology internally. He publicly set out the stall and said, we can grow revenue quickly without ramping costs at all as quickly as we used to. So AI should deliver margin growth as well as sustained revenue growth. And some other incumbent names as well. But the really interesting thing is going to be, do we now see a generational shift, which happens, you know, as you know, every decade or so in technology? Do we now see new vendors coming to light, which are AI native from the off? And if I use a not perfect analogy, but there's a whole category of software companies that came to market in the last 10 years or so, that don't really have a user interface. They only have an API to other pieces of software. And that's been a— that's a very different way to write and use software than was originally the case. And so I wonder if we're going to see, you know, that an evolution of that to see, you know, software that's written by machines, that's only interacted with by other machines. And again, where the sort of human in the loop is peripheral. At best.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25Yeah. And I think it was also— I think people have to understand that the way of shorting now is different from the way of shorting 2 years ago. 10 years ago, which is that you pound, you pound. So a situational awareness would be in there and they'd be hitting bids in order to crush ServiceNow. And every single day they would hit the bid and you would get beleaguered and you would sell ServiceNow. Well, every one of those is up. I mean, I saw a Viva recommendation today. That's been one of the most smashed ones. We've seen Salesforce reports on Wednesday and Salesforce stock. Yet many people feel Salesforce is going to have a bad quarter. Suddenly Salesforce stock takes off and it's now up, say, 50 points. The— you're absolutely right. Even Adobe rallies and Adobe even thought to be destroyed by Canva and Figma. So you've got a shift to enterprise software. You have a belief that I just want to stay away from any data center, which is just too hard. And so you go— that's why I said go to Micron, which fundamentally has an amazing product, is doing the right thing with water, doing the right thing with the environment, doing the right thing with electricity. But it doesn't matter, see, because Samsung's buyback was nonexistent. It was chimerical.
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24And anything data center. And now I'm going to hit up the obvious and let me see if we don't go up the obvious ServiceNow. Okay. ServiceNow is a company that's not up today, or at least this morning, but it's up a quick 27 from where it was when it reported. Salesforce, which was up gigantically last week, up a little bit. I think that this is the battleground. These are the battleground because people just say, you know what, I don't want anything to do with Governor Abbott, Governor Shapiro, the angry people toward the data center. But I do want tech. I do want tech. I'll take medtech and I'll take non-semi-tech. And that's where we're going. Now, the problem, David, is non-semi-tech other than MongoDB doesn't really have tremendous staying power. But Adobe was down 30, now it's down 21%. So do you buy it?
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Well, Paul, I first of all, I always thought that that was a fictional thesis, that Anthropic was going to eat software companies lunch, that these models were essentially, you know, almost going to be destructive. I think what's starting to happen now more and more is the use cases get deployed. Software is playing a bigger, bigger role. That's what's happened with Microsoft. You've seen in Palantir and you've seen with ServiceNow and a bunch of others. I think it's idiosyncratic to the point that there will be software companies disintermediating. And you look at companies, maybe the view backends to, you know, when you look at names like Adobe is a good example. That's a good example of one where it's like, okay, Adobe, Intuit, how they— how is their business model going to adjust? But it's a much different narrative today than it was 6 months ago.
Dan Ives — Bloomberg Surveillance · US Bond Yields, Kevin Warsh, and Nvidia Preview · 2026-08-24