Aug. 28 at 8:17 PM
$NOW and
$NICE both serve about three-quarters of the Fortune 500 (NOW) or 100 (NICE). NOW's market cap is 20x that of NICE while NICE's customer base is 3x. NOW has more of the heavy hitters (practically every giant corporation) and better ROI per client.
Like
$ADBE, people thought AI companies were gonna slaughter
$NICE. Well, after the Cognigy aqcuisition, they are up to their neck in agentic AI now... with 35,000 customers (~75 of the Fortune 100) to extract credits from on a forever basis. I think they are on the verge of turnaround but people are perhaps not onto it yet.
NOW and NICE actually have a partnership. NOW is more of an internal operations while NICE is more external support. A number of corporations use BOTH. In fact, NOW integrates with NICE. These two companies actually have a partnership.
Price is rock bottom. PE is 14... trailing PE is 8. Relatively few followers on here (1.8K). Starting to accumulate this and
$TRI to go with my
$NOW .