Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

Equity Bottom-Up

<ul>
<li>ServiceNow Inc. is a global enterprise software company that designs, develops and delivers the Now Platform, a cloud-based digital workflow platform used by organizations to automate and orchestrate work across IT, employee, customer and industry-specific workflows.</li>
<li>The company has progressively expanded the platform from its origins in IT service management into a much broader workflow automation, data and agentic AI architecture, marketed as an enterprise “AI control tower.”</li>
<li>ServiceNow generates the vast majority of its revenue from recurring subscription contracts.</li>
</ul>


ServiceNow Inc. is a global enterprise software company that designs, develops and delivers the Now Platform, a cloud-based digital workflow platform used by organizations to automate and orchestrate work across IT, employee, customer and industry-specific workflows.
The company has progressively expanded the platform from its origins in IT service management into a much broader workflow automation, data and agentic AI architecture, marketed as an enterprise “AI control tower.”
ServiceNow generates the vast majority of its revenue from recurring subscription contracts.


ServiceNow Inc. (NOW) M&A Activity & Strategy Review

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>ServiceNow Inc. is a global enterprise software company that designs, develops and delivers the Now Platform, a cloud-based digital workflow platform used by organizations to automate and orchestrate work across IT, employee, customer and industry-specific workflows.</li><li>The company has progressively expanded the platform from its origins in IT service management into a much broader workflow automation, data and agentic AI architecture, marketed as an enterprise “AI control tower.”</li><li>ServiceNow generates the vast majority of its revenue from recurring subscription contracts. </li></ul>

ServiceNow Inc. is a global enterprise software company that designs, develops and delivers the Now Platform, a cloud-based digital workflow platform used by organizations to automate and orchestrate work across IT, employee, customer and industry-specific workflows.The company has progressively expanded the platform from its origins in IT service management into a much broader workflow automation, data and agentic AI architecture, marketed as an enterprise “AI control tower.”ServiceNow generates the vast majority of its revenue from recurring subscription contracts. 

ServiceNow Inc. (NOW) - M&A Activity & Strategy Review - May 2026

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>ServiceNow has become one of the most debated names in enterprise software because the market’s biggest fear may also be turning into its biggest catalyst.</li><li>For much of the recent software selloff, investors questioned whether artificial intelligence would weaken traditional SaaS platforms by reducing seats, automating workflows, and shifting budgets toward model providers.</li><li>The latest narrative around ServiceNow suggests a more complicated picture.</li></ul>

ServiceNow has become one of the most debated names in enterprise software because the market’s biggest fear may also be turning into its biggest catalyst.For much of the recent software selloff, investors questioned whether artificial intelligence would weaken traditional SaaS platforms by reducing seats, automating workflows, and shifting budgets toward model providers.The latest narrative around ServiceNow suggests a more complicated picture.

ServiceNow Is Turning AI Panic Into A Growth Story!

<ul><li>ServiceNow reported first quarter 2026 results that generally exceeded its guidance, underpinned by growth in subscription revenues, remaining performance obligations, and profitability metrics.</li><li>Subscription revenues grew 19% year-over-year in constant currency, reaching $3.671 billion, surpassing the high end of the company’s guidance.</li><li>Remaining performance obligations (RPO) ended at approximately $27.7 billion, showing a 23.5% increase year-over-year in constant currency.</li></ul>

ServiceNow reported first quarter 2026 results that generally exceeded its guidance, underpinned by growth in subscription revenues, remaining performance obligations, and profitability metrics.Subscription revenues grew 19% year-over-year in constant currency, reaching $3.671 billion, surpassing the high end of the company’s guidance.Remaining performance obligations (RPO) ended at approximately $27.7 billion, showing a 23.5% increase year-over-year in constant currency.

ServiceNow: Moveworks, Armis, and Veza Deals—A Bold AI Expansion Strategy Taking Shape!

<ul><li>ServiceNow is no longer presenting itself as a conventional software vendor riding the next AI cycle.</li><li>The more important shift is that management is increasingly framing the business as a control layer for enterprise execution, where artificial intelligence, data, workflows, governance, and security converge into one operating fabric.</li><li>That distinction matters because the market is actively reassessing where value will accrue in an AI-first stack.</li></ul>

ServiceNow is no longer presenting itself as a conventional software vendor riding the next AI cycle.The more important shift is that management is increasingly framing the business as a control layer for enterprise execution, where artificial intelligence, data, workflows, governance, and security converge into one operating fabric.That distinction matters because the market is actively reassessing where value will accrue in an AI-first stack.

The Silent Death Of SaaS: Is ServiceNow Building A $600 Billion Post-Software Empire?

United States

ServiceNow, Inc. provides enterprise information technology (IT) management software. The Company designs, develops, and produces prepackaged computer software, cloud services, and IT service management platform. ServiceNow serves customers throughout the United States.

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Servicenow Inc (NOW US)

ServiceNow Inc. (NOW) M&A Activity & Strategy Review

ServiceNow Inc. is a global enterprise software company that designs, develops and delivers the Now Platform, a cloud-based digital workflow...

VRS (Valuation & Research Specialists)

ServiceNow Inc. (NOW) - M&A Activity & Strategy Review - May 2026

ServiceNow generates the vast majority of its revenue from recurring subscription contracts. In FY2025, the company reported $13.3 billion of total...

Water Tower Research

ServiceNow Is Turning AI Panic Into A Growth Story!

ServiceNow has become one of the most debated names in enterprise software because the market’s biggest fear may also be turning into its biggest...

Baptista Research

ServiceNow: Moveworks, Armis, and Veza Deals—A Bold AI Expansion Strategy Taking Shape!

ServiceNow reported first quarter 2026 results that generally exceeded its guidance, underpinned by growth in subscription revenues, remaining...

Baptista Research

The Silent Death Of SaaS: Is ServiceNow Building A $600 Billion Post-Software Empire?

ServiceNow is no longer presenting itself as a conventional software vendor riding the next AI cycle. The more important shift is that management...

Baptista Research

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