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  • ServiceNow: Beating Revenues By $4m Does Not Negate Overvaluation Concerns [View article]
    Excellent, thorough work; many thanks for sharing. What do you make of the following comments by Mr Slootman in the call:

    "Our renewal rate during the quarter was close to 98% continuing a three-year trend of quarterly renewal rates at or above 95%. We also saw a significant contribution from upsells during the quarter and full-year 2012, representing 32% and 30% of our annual contract value signed in each respective period."

    How do you reconcile these stats with all the negative reviews from your independent checks and on
    Jan 31, 2013. 03:03 PM | Likes Like |Link to Comment
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