reports
Servicenow Inc: 1 director
A director at Servicenow Inc sold 757 shares at 990.495USD and the significance rating of the trade was 85/100. 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 all the company's directors over the last two years clearly sh...
- Garvit Bhandari
Global Internet of Things Industry July 2025
This report looks at the internet of things industry globally. IoT is a network of sensors, electronic, network connectivity and software working together to enable smart devices to gather and exchange data. IoT could be the most dynamic segment of the information and technology sector in this coming decade. The report talks about the overall market size, market growth as well as current trends driving the growth in the industry. The scope of this report extends to companies whose core business ...
- Pierre FerraguÊ
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...
- Pierre FerraguÊ
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
- Pierre FerraguÊ
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
- Pierre FerraguÊ
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
- Pierre FerraguÊ
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
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
TXN TEXAS INSTRUMENTS INCORPORATED
TRN TRINITY INDUSTRIES INC.
THRM GENTHERM INCORPORATED
TER TERADYNE INC.
SLAB SILICON LABORATORIES INC.
SCL STEPAN COMPANY
ROG ROGERS CORPORATION
ROCK GIBRALTAR INDUSTRIES INC.
RBC REGAL BELOIT CORP
PCAR PACCAR INC
MGPI MGP INGREDIENTS INC.
LFUS LITTELFUSE INC.
LEN LENNAR CORPORATION CLASS A
KWR QUAKER CHEMICAL CORPORATION
IOSP INNOSPEC INC.
CGNX COGNEX CORPORATION
CCS CENTURY COMMUNITIES INC.
BZH BEAZER HOMES USA INC.
BCC BOISE CASCADE CO.
AOSL ALPHA & OMEGA SEMICONDUCTOR
AMPH AMPHASTAR PHARMACEUTICALS INC
ALB ALBEMARLE CORPORATION
MHK MOHAWK INDUSTRIES INC.
MG/CN MAGNA INTERNATIONAL INC.
BC BRUNSWICK CORPORATION
AMWD AMERICAN WOODMARK CORPORATION
LPX LOUISIANA-PACIFIC CORPORATION
MLHR HERMAN MILLER INC.
NX QUANEX BUILDING PRODUCTS CORPORATION
TNC TENNANT COMPANY
SITE SITEONE LANDSCAPE SUPPLY INC.
ICHR ICHOR HOLDINGS LTD.
APLS APELLIS PHARMACEUTICALS
YETI YETI HOLDINGS
HLIO HELIOS TECHNOLOGIES INC.
MBC_w MASTERBRAND INC
ZK ZEEKR INTELLIGENT TECHNOLOGY HOLDING LIMITED
TE ALUSSA ENERGY ACQUISITION CORP
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th 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 recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
ServiceNow and NVIDIA Advance Agentic AI to Redefine Enterprise Intell...
SAN JOSE, Calif.--(BUSINESS WIRE)-- NVIDIA GTC – (NYSE: NOW), the AI platform for business transformation, today announced an expansion of its partnership with NVIDIA to advance agentic AI, building on the companies’ efforts to redefine enterprise intelligence. Together, ServiceNow and NVIDIA are optimizing AI agent deployment for maximum business impact with evaluation tools and integration of with the ServiceNow Platform to accelerate agentic AI for businesses in every industry. These new capabilities add to ServiceNow’s recently launched , which helps ensure teams of AI agents work in ha...
ServiceNow’s Latest Platform Release Adds to Thousands of AI Agents Ac...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today announced the , unleashing new AI agents across CRM, HR, IT, and more, for faster, smarter workflows and maximum, end-to-end business impact. These latest innovations include teams of preconfigured AI agents that deliver productivity and predictable outcomes from day one, on a single platform, as well as capabilities to build, onboard, and manage the entire AI agent lifecycle. Because data fuels AI, the company also announced expansion of its Knowledge Graph with advancements to its Common S...
ServiceNow Yokohama Release Empowers Businesses to Navigate Complexity...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today unveiled the , advancing automation, governance, and workflow intelligence to help businesses navigate operational complexity. With this release, organizations can accelerate application development, improve workflow performance, and enhance customer experiences—all while maintaining the highest standards of governance and security. From ServiceNow Studio, which provides a unified workspace for rapid application development and governance, to enhanced self service portals which enable custom...
ServiceNow to Extend Leading Agentic AI to Every Employee for Every Co...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- ServiceNow (NYSE: NOW), the AI platform for business transformation, today announced it has signed a definitive agreement to acquire Moveworks. The acquisition will combine ServiceNow’s agentic AI and automation strengths with Moveworks’ front-end AI assistant and enterprise search technology to unlock new experiences for every employee for every corner of the business. Following closing, together with Moveworks, ServiceNow – with thousands of AI agents already deployed – will continue to drive use of its agentic AI ServiceNow Platform to accelerate enter...
ServiceNow Named a Leader in Software Asset Management Solutions by In...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today announced it has been named a Leader in The Forrester Wave™: Software Asset Management Solutions, Q1 2025. The inaugural report recognizes ServiceNow for delivering “a platform that brings together all of the enterprise processes needed for complete asset management.” ServiceNow earned the highest possible scores in the vision, innovation, roadmap, and supporting services and offerings criteria. According to the Forrester report, “ServiceNow’s SAM is part of a broader technology asset manag...
ServiceNow Introduces AI Agents Built for the Telecom Industry to Driv...
BARCELONA, Spain--(BUSINESS WIRE)-- Mobile World Congress: (NYSE: NOW), the AI platform for business transformation, today announced the introduction of AI agents for the telecom industry. The AI agents were built with software and the AI platform, . The agents are designed to drive productivity across the entire service lifecycle. The first use cases will put AI agents to work for communications service providers (CSPs) to autonomously solve some of the most common, labor-intensive workflows in customer service and network operations. The combination of ServiceNow’s AI platform with NVIDIA ...
ServiceNow Expands AI-powered Manufacturing Solutions With the Acquisi...
SANTA CLARA, Calif. & STOCKHOLM--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today announced the acquisition of the Quality 360 solution from Advania to enhance its strength in the manufacturing industry. Natively built on ServiceNow, Quality 360 will accelerate quality management functionality within the ServiceNow Manufacturing Commercial Operations (MCO) solution and empower manufacturers with proactive, data-driven insights to address end-to-end quality issues, ultimately helping to minimize operational costs and reputational risks. Quality issues in the ...
ServiceNow Launches Government Transformation Suite, Uniting High-Impa...
WASHINGTON--(BUSINESS WIRE)-- SERVICENOW FEDERAL FORUM – (NYSE: NOW), the AI platform for business transformation, today launched the new Government Transformation Suite to increase visibility, accelerate ROI, and drive efficiencies for United States federal agencies. The suite – available now – brings together a series of high-impact ServiceNow solutions tailored to the new Administration’s priorities of transparency, accountability, and efficiency. It is designed to help federal agencies manage assets, save time, transform the government worker experience, and optimize software investments....
ServiceNow et SoftwareOne annoncent un partenariat stratégique visant ...
SANTA CLARA, Californie et STANS, Suisse--(BUSINESS WIRE)-- ServiceNow (NYSE : NOW), la plateforme d’IA pour la transformation de l’entreprise, et (SWON : SWX), l’un des principaux fournisseurs mondiaux de logiciels et de solutions cloud, ont annoncé aujourd’hui un partenariat stratégique pluriannuel visant à transformer la modernisation de l’informatique dans le cloud. Dans la première phase de ce partenariat, les deux sociétés lanceront une offre commune à l’intention des clients qui combinera les capacités d’automatisation des flux de travail de ServiceNow avec l’expertise de SoftwareOne e...
ServiceNow Reports Fourth Quarter and Full-Year 2024 Financial Results...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- ServiceNow (NYSE: NOW), the AI platform for business transformation, today announced financial results for its fourth quarter ended December 31, 2024, with subscription revenues of $2,866 million in Q4 2024, representing 21% year-over-year growth and 21% in constant currency. “ServiceNow closed out the year exceeding Q4 expectations on top of our ‘beat and raise’ track record,” said ServiceNow Chairman and CEO Bill McDermott. “AI is fueling a top to bottom re-ordering of the enterprise technology landscape. Leaders are embracing the ServiceNow Platform ...
ServiceNow Unveils New Agentic AI Innovations to Autonomously Solve th...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today unveiled a series of new agentic AI innovations to autonomously solve the most complex enterprise challenges. This latest breakthrough on the ServiceNow Platform acts as the AI agent control tower—one central location to analyze, manage, and govern the rapidly evolving world of agentic AI across every corner of a business. These advancements build on ServiceNow’s two-decade expertise in driving exponential productivity across every person and every process by handling complex and ambiguous t...
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