Financial Data and Key Metrics Changes - The meeting confirmed that 183,385,218 shares, or 88.59% of the total shares entitled to vote, were represented by proxies, indicating strong shareholder engagement [9] - The advisory vote on the compensation of named executive officers was approved by shareholders, reflecting confidence in management [38] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were discussed during the meeting [0] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed during the meeting [0] Company Strategy and Development Direction and Industry Competition - The board recommended votes for all proposals, indicating a unified strategy moving forward [10][11] - The company is focused on maintaining strong governance practices, as evidenced by the proposals regarding amendments to the certificate of incorporation [11][17] Management's Comments on Operating Environment and Future Outlook - Management expects a nominal impact from tariffs in 2025, indicating a stable outlook despite external pressures [44] - The company is monitoring the tariff situation closely, suggesting proactive management of potential risks [44] Other Important Information - The meeting included seven proposals, all of which were discussed, with the board recommending votes against shareholder proposals regarding the right to cure nomination defects and the removal of the one-year holding period for special meetings [18][29] Q&A Session All Questions and Answers Question: Will tariffs impact ServiceNow and how? - The CFO indicated that there is expected to be a very nominal impact from tariffs in 2025, with ongoing monitoring of the situation [44]

Core Viewpoint - NowVertical Group Inc. continues to show strong financial performance and operational improvement, achieving significant growth and stability in its business model [3][5][6]. Financial Highlights - Q1 2025 revenue reached $10.4 million, reflecting a 23% year-over-year growth when excluding recent divestitures [5][6]. - Adjusted EBITDA for Q1 2025 was $2.5 million, representing a 119% increase year-over-year when excluding the Allegient business [5][6]. - Income from Operations was $1.5 million in Q1 2025, a 1,253% increase year-over-year when excluding the Allegient business [5][6]. - Administrative Expenses decreased by 38% year-over-year to $3.6 million in Q1 2025 [6]. Business Developments - The company successfully renegotiated acquisition-related liabilities, resulting in an estimated $5.4 million in cash savings [3]. - NowVertical was recognized as Qlik Latin America Channel Growth Partner of the Year 2024, highlighting its ability to scale customer impact [7]. - The UK operations were designated as a Google Cloud Premier Partner, the highest recognition within the Google Cloud Partner Advantage program [7]. - The launch of the Data Catalyst Solution on the Microsoft Azure Marketplace reinforces the company's strategic positioning in enterprise AI and data infrastructure [7]. Upcoming Events - An investor webinar is scheduled for May 22, 2025, at 10:00 AM EST to discuss Q1 2025 results and engage with stakeholders [1][8][9].

Core Viewpoint - NowVertical Group Inc. is set to announce its Q1 2025 financial results on May 21, 2025, followed by a webinar to discuss these results and provide a business outlook [1][2]. Company Overview - NowVertical Group Inc. is a global data and analytics company that specializes in transforming data into business value using AI technologies. The company offers a comprehensive suite of solutions and services aimed at helping clients optimize decision-making, improve operational efficiency, and unlock long-term value from their data [4]. Upcoming Events - The Q1 2025 financial results will be discussed in a webinar scheduled for May 22, 2025, at 10:00 AM EST, featuring key executives including the CEO and Interim CFO [2][3]. - A live question-and-answer session will follow the presentation during the webinar [2]. Registration and Access - Interested participants can register for the webinar through a provided link, and a recording along with supporting materials will be available on the company's investor relations website [3].

根据美国证券交易委员会(SEC)披露，摩根士丹利递交了截止至2025年3月31日的第一季度持仓报告(13F)。 据统计，摩根士丹利第一季度持仓总市值为1.4万亿美元，上一季度总市值为1.43万亿美元，环比下降2.1%。该基金在第一季度的投资组合中新增了444只个 股，增持了3493只个股，减持了3410只个股，清仓了323只个股。其中前十大持仓标的占总市值的19.97%。 | 2025-03-31 | | | --- | --- | | 13F Activity | | | Market Value | $1.40t, Prior: $1.43t | | Inflows (Outflows) as % of Total MV | +1.5021% | | New Purchases | 444 stocks | | Added To | 3493 stocks | | Sold out of | 323 stocks | | Reduced holdings in | 3410 stocks | | Top 10 Holdings % | 19.97% | | Turnover %(1) | 9.12% | ...

Core Insights - NowVertical Group Inc. has been awarded the Qlik Channel Growth Partner of the Year for 2024 in Latin America, highlighting its leadership in data and AI solutions [1][2] - The company also received the 2025 Google Cloud Data Analytics Partner of the Year award for Latin America, emphasizing its commitment to delivering impactful customer outcomes [2] - The Qlik Regional Partner Awards recognize partners for exceptional expertise and innovation, with winners demonstrating measurable business outcomes [3] Company Overview - NowVertical is a global data and analytics company that transforms data into business value using AI, enabling clients to harness their data effectively [5] - The company offers a comprehensive suite of solutions and services that drive measurable outcomes and accelerate return on investment for enterprises [5] - NowVertical is focused on organic growth and strategic acquisitions to enhance its market position [5] Partnerships and Impact - The recognition from Qlik reflects NowVertical's strong global partnerships and commitment to delivering high-impact outcomes [4] - The company collaborates with advanced data and cloud platforms to provide integrated, scalable solutions for enterprise clients [4] - NowVertical's ability to address complex data challenges quickly and effectively contributes to its lasting impact in the industry [4]

智通财经APP获悉，瑞银发布研报指出，美股市场仍存在不确定性，但随着关税和其他政策的更多细节成为焦点，可能已经度过了不确定性的高峰期。而在 经济不确定的情况下，瑞银认为，GARP选股策略应该会继续表现良好。瑞银给出的GARP选股策略名单包括博通(AVGO.US)、礼来(LLY.US)、赛富时 (CRM.US)、Servicenow(NOW.US)与Booking Holdings(BKNG.US)等公司。 瑞银认为，在经济不确定的情况下，GARP选股策略应该会继续表现良好。瑞银对美国实际GDP的预测显示，在适度关税情景下，美国实际GDP将从第一季 度的同比增长2.0%大幅下降至第四季度的同比增长0.7%。达成广泛的贸易协议通常需要时间(最早可能在7月)，因此不确定性仍继续存在，即使市场似乎已 经消化了上行前景。 瑞银建议，在波动性/风险仍较高而且不明确的情况下，应以价值导向(避免高估值);不过，美国经济增长势头持续到2026年的可能性表明，应继续持有一些 周期性成长型公司的股票。这反映了过去几十年被忽视的GARP选股策略。 瑞银表示，许多市场人士指出，已公布的经济和政策不确定性指数处于高位。这些数据基于新闻头 ...

Core Viewpoint - ServiceNow's shares have declined by 7.2% year to date, underperforming the Zacks Computer & Technology sector and the Zacks Computers – IT Services industry's declines of 8.7% and 10.2% respectively, primarily due to a challenging macroeconomic environment influenced by tariffs imposed by the U.S. government [1] YTD Performance - ServiceNow's stock performance reflects a significant decline compared to its industry peers [1] Expanding Portfolio and Partnerships - ServiceNow is enhancing its portfolio through strategic acquisitions and partnerships, including a new solution developed in collaboration with Amazon Web Services (AWS) aimed at improving enterprise data management [4][5] - The new solution leverages bi-directional data integration and automated workflow orchestration to provide real-time insights and AI-driven actions across various business functions [5][6] - The company has established a strong partner ecosystem, including collaborations with Amazon, Microsoft, NVIDIA, Zoom Communications, and Vodafone Business, which has led to significant customer growth [7][9] AI and Technology Integration - ServiceNow's recent initiatives include the introduction of AI agents in its Security and Risk solutions, enhancing enterprise security and risk management capabilities [11] - The launch of the Core Business Suite aims to streamline operations across departments by automating processes and improving efficiency [12] - The acquisition of Logik.ai is expected to enhance ServiceNow's CRM offerings by integrating advanced AI capabilities [13] Earnings Estimates - The Zacks Consensus Estimate for ServiceNow's second-quarter 2025 earnings is $3.53 per share, reflecting a 12.78% increase from the previous year, with revenues projected at $3.12 billion, indicating an 18.81% growth [14] Valuation Concerns - ServiceNow's stock is considered overvalued, with a forward Price/Sales ratio of 14.69X, significantly higher than the sector average of 5.72X [15][18] - The company currently holds a Zacks Rank 3 (Hold), suggesting a cautious approach for investors [19]

Group 1 - The article compares two stocks in the Computers - IT Services sector: Cognizant (CTSH) and ServiceNow (NOW), focusing on which stock offers better value for investors [1] - Cognizant has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while ServiceNow has a Zacks Rank of 3 (Hold) [3] - Value investors typically analyze traditional metrics such as P/E ratio, P/S ratio, earnings yield, and cash flow per share to identify undervalued stocks [4] Group 2 - Cognizant's forward P/E ratio is 15.39, significantly lower than ServiceNow's forward P/E of 59.66, suggesting better value [5] - Cognizant has a PEG ratio of 1.78, while ServiceNow's PEG ratio is 2.52, indicating that Cognizant may offer more value relative to its expected earnings growth [5] - Cognizant's P/B ratio is 2.59 compared to ServiceNow's P/B of 20.08, further supporting Cognizant's superior valuation metrics and its Value grade of B versus ServiceNow's F [6]

Core Insights - NowVertical Group Inc. has achieved recognition as a Google Cloud Premier Partner in the UK, marking a significant milestone in its global integration strategy [1][3] - The company was also awarded the 2025 Google Cloud Data Analytics Partner of the Year for Latin America, highlighting its strong performance and established relationship with Google over the past four years [2][4] - The rapid attainment of Premier Partner status in the UK was facilitated by the company's integrated operating model and prior experience in Latin America, allowing it to expedite the process within six months [4][5] Company Overview - NowVertical is a global data and analytics company that focuses on transforming data into business value through AI, offering a comprehensive suite of solutions and services [6] - The company aims to help clients optimize decision-making, improve operational efficiency, and unlock long-term value from their data using both first-party and third-party technologies [6] - NowVertical is pursuing growth both organically and through strategic acquisitions, positioning itself as a valuable collaborator in the enterprise cloud opportunity [5][6]

Core Insights - KPMG has launched KPMG AI Trust, a suite of services aimed at ensuring AI reliability, accountability, and transparency as organizations scale AI applications, leveraging the Trusted AI framework and ServiceNow's AI Control Tower [1][2][4] Group 1: AI Governance and Risk Management - The KPMG AI Trust services utilize AI to help clients enhance value and manage risks across various domains including compliance, legal, and security, ensuring AI systems are secure and ethically sound [2][6] - A KPMG survey indicates that 82% of leaders view risk management as their biggest challenge, while 73% prioritize data privacy and security when selecting a Generative AI provider [3][6] - KPMG emphasizes the need for robust governance in AI, stating that it is critical for AI to be trustworthy as it becomes integral to business strategy and value creation [4][5] Group 2: ServiceNow Collaboration - KPMG AI Trust is enabled by ServiceNow's AI technology, which allows for automated compliance processes and continuous monitoring of regulatory adherence [8][10] - The collaboration with ServiceNow aims to create a transformative AI service delivery platform, KPMG Velocity, which will support enterprises in adapting to the intelligent economy [7][10] - The solutions provided are compatible with various large language model platforms and can integrate with ServiceNow's risk management software [9] Group 3: Features of KPMG AI Trust - The KPMG AI Trust suite includes features such as risk-tiered AI solution intake evaluation, AI inventory and controls, pre-launch validations, and dynamic regulatory assessments to ensure compliance and risk management [15] - These capabilities are designed to protect employees, companies, and consumers as AI adoption accelerates [6][10]