https://aeacapitalresearch.com/positions/NOW.html Everything published on AEA Capital Research about NOW: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/NOW.html https://aeacapitalresearch.com/positions/NOW.html Position detail: ServiceNow Inc (NOW) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/NOW-2026-q1.html https://aeacapitalresearch.com/earnings/NOW-2026-q1.html Earnings update on ServiceNow Inc (NOW): Q1 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/enterprise-saas-now-crm-wday.html https://aeacapitalresearch.com/comparisons/enterprise-saas-now-crm-wday.html Three enterprise workflow-automation platforms, one held, two watched — compared on growth-adjusted valuation in a software category increasingly selling its own AI story. Sat, 11 Jul 2026 00:00:00 GMT