NOW ServiceNow Inc.

ServiceNow Becomes the Official Workflow Partner of the NBA and WNBA

ServiceNow Becomes the Official Workflow Partner of the NBA and WNBA
EN
12/10/2020

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NOWServiceNow Inc.

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Reports on ServiceNow Inc.

Pierre FerraguÊ
  • Pierre FerraguÊ
NOW ServiceNow Inc...
ANET Arista Networks... ... (+9)

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

NOW SERVICENOW INC.
ANET ARISTA NETWORKS INC.
WDAY WORKDAY INC. CLASS A
PANW PALO ALTO NETWORKS INC.
HUBS HUBSPOT INC.
CRM SALESFORCE.COM INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
CSCO CISCO SYSTEMS INC.
DELL DELL TECHNOLOGIES INC CLASS C
06/17/25 June 17, 2025 1 EN
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NOW ServiceNow Inc...

Servicenow Inc: 4 directors

Four Directors at Servicenow Inc sold/sold after exercising options 3,614 shares at between 1,009.140USD and 1,020.000USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by al...

NOW SERVICENOW INC.
06/04/25 June 4, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
IFX INFINEON TECHNO...
CLS CELESTICA INC. ... (+27)

Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, ...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

IFX INFINEON TECHNOLOGIES AG
CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
9984 SOFTBANK GROUP CORP.
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
AAPL MOBILEYE NV
IBM APPLE INC.
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
9434 SOFTBANK CORP.
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
AAPL US APPLE INC
05/27/25 May 27, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
CLS CELESTICA INC.
NOW ServiceNow Inc... ... (+22)

Tier 2 AI capex, PC pull-ins, Cisco downgrade. Our weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 14 names we followed last week, follow the link below.

CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
05/19/25 May 19, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
CLS CELESTICA INC.
NOW ServiceNow Inc... ... (+22)

Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Rob...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 29 names we followed last week, follow the link below.

CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
05/12/25 May 12, 2025 1 EN

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