The Knowledge 15 conference has showcased ServiceNow’s growth and its customers’ passion, said theCUBE host John Furrier in the event’s Day 3 kickoff. And while ServiceNow is growing rapidly and offering unique, powerful capabilities, Furrier and co-host Dave Vellante also discussed the hit ServiceNow’s stock took on Friday.

Vellante remarked that it’s likely a “trees don’t grow to the moon thing,” meaning that stocks can’t keep “going up and up and up.” Vellante and Furrier went on to discuss ServiceNow’s long-term prospects.

Investment positives

Thanks to insights from theCUBE’s interviews with investors and analysts, Furrier laid out ServiceNow’s main attractions for investors:

1. “The software is very good”
Describing ServiceNow’s software as “phenomenal,” Furrier pointed out that ServiceNow has a lot of happy customers using the software. While many start out in the niche of IT service management, Furrier thinks the platform has excellent potential to expand to other departments, offering more value to businesses.

2. “Futuristic capabilities in the DevOps mindset”
Now that cloud infrastructure is the new normal, said Furrier, ServiceNow’s cloud native, enterprise-grade structure is a real strength. It also helps that it’s not hard to use. ServiceNow brings DevOps to the enterprise without all the learning DevOps requires.

Furthermore, Furrier added, ServiceNow allows “customers to do things they’ve never done before in the application.” Its asynchronous, mobile and real-time features means ServiceNow is positioned for the next 10 years.

3. “A sales machine that’s badass”
Furrier explained that thanks to a “great customer base” and “great SE organization,” ServiceNow “sales action is happening.” Additionally, it’s what he called a “fly wheel market,” meaning that the market is hot.

Questions as an investor

But in addition to his praise for ServiceNow’s investment-worthy qualities, Furrier also noted that he would have some questions as an investor. Mainly, “What are they doing with the cash?” As an investor, he said, he’d wonder why ServiceNow isn’t more profitable. Vellante suggested that ServiceNow is “putting the money into growth.”

Potential collision course with competitors

ServiceNow, Vellante said, is on a “collision course with guys like Salesforce.” While its applications “are systems of record as opposed to systems of engagement,” Vellante believes ServiceNow could go head-to-head with Salesforce. What’s genius, Furrier said, is ServiceNow’s competitive strategy of “moving into adjacent markets in a way that’s not threatening. They’re “changing the goal posts,” he said. “As an investor, I’d look at that significantly.”

Watch the full interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of ServiceNow Knowledge 15.