Core Viewpoint - ServiceNow's stock experienced a significant decline due to a price target reduction by an analyst, amidst a generally negative market sentiment [1][2]. Group 1: Analyst Insights - Kash Rangan from Goldman Sachs lowered his fair value assessment for ServiceNow to $1,050 per share, a decrease of $150 from the previous target, while still maintaining a buy recommendation [2]. - Rangan's adjustment is based on expectations of potential impacts on ServiceNow's fundamentals in the second quarter and throughout the year, particularly due to its substantial business with public-sector clients affected by government downsizing [3]. Group 2: Market Reaction and Valuation - The stock price of ServiceNow fell by over 5% in a single day, reflecting aggressive selling by investors, which Rangan suggests may present a buying opportunity given the current valuations [1][4]. - Despite the recent downturn, Rangan remains optimistic about ServiceNow's efforts to integrate artificial intelligence functionalities into its offerings, which could enhance its market position [4]. Group 3: Upcoming Developments - ServiceNow is scheduled to report its first-quarter results on April 23, which will provide further insights into the company's performance and validate the analyst's outlook [5].

ServiceNow, Inc NOW is one of the weaker performers in Goldman Sachs analyst Kash Rangan’s coverage group.Rangan maintained a Buy rating on the company and lowered his price target to $1,050 ($1,200 prior) on Thursday.ServiceNow has been one of the weaker performers in Rangan’s coverage group year-to-date (-22% versus coverage average -14%) as investors grapple with sub-20% fiscal 2025 guidance, the potential rationalization of PubSec IT spending, and knock-on effects from tariff policy volatility. Regardin ...

中国将 "适度" 减少美国电影进口数量。 国家电影局发言人称，美国政府加征关税 "会令国内观众对美国影片好感度进一步降低"，因此将 遵循市场规律，适度减少美国影片进口数量。中国是全球第二大电影市场，据猫眼娱乐数据，引入 国内的美国电影数量在 2018 年达到峰值，共 63 部，随后数量下滑，2022 年仅 25 部，去年又升至 42 部。近年来国产电影更受消费者支持，一个例子是《哪吒之魔童闹海》全球票房已破 156 亿， 进入全球影史票房第五。 优衣库大部分销往美国的优衣库产品都产自东南亚，此前特朗普宣布将对中国以外的其他国家、地 区暂停征收 90 天的关税。有分析师称，纺织供应链比其他行业供应链灵活，关税对优衣库的负面 影响将小于任天堂、丰田等日本公司。 马云现身阿里云谷园区。 社媒流传的影像显示，马云身穿阿里云 15 周年纪念 T 恤，并佩戴了阿里新版工牌，工牌上印有他 的照片和花名 "风清扬"。此行他参加了阿里云新财年启动会并上台讲话。据我们了解，阿里近期 在大力鼓励员工佩戴工牌，并推出了有戴脖、斜挎和卡夹三种戴法的新工牌，员工可自愿申请换 新，员工还可凭工牌享受园区附近商户的折扣。自去年底以来，马云已 ...

Core Points - NowVertical Group Inc. has been awarded the 2025 Google Cloud Data & Analytics Partner of the Year for Latin America, highlighting its exceptional capabilities on the Google Cloud Platform [1][2] - The award recognizes NowVertical's ability to deliver innovative solutions and high-level expertise, creating significant value for customers [2] - The recognition is seen as a milestone for NowVertical, establishing it as a trusted partner for enterprises aiming to leverage their data effectively [3] Company Overview - NowVertical is a global data and analytics company that transforms data into tangible business value using AI, enabling clients to harness their data's full potential [5] - The company offers a comprehensive suite of solutions and services that drive measurable outcomes and accelerate potential return on investment for enterprises [5] - NowVertical is focused on organic growth and strategic acquisitions to enhance its market position [5] Market Positioning - Being named Partner of the Year opens new client opportunities and reinforces NowVertical's capability to deliver advanced data solutions at scale [4] - The award positions NowVertical as a trusted partner in AI, analytics, and cloud computing within high-growth markets [4] - The recognition was received at the Google Partner Summit held in Las Vegas on April 8, 2025 [4]

Core Insights - ServiceNow (NOW) has announced the acquisition of Logik.ai, enhancing its AI-powered Configure, Price, Quote (CPQ) solutions [1] - The acquisition aims to improve Customer Relationship Management capabilities, particularly in Sales and Order Management, by integrating advanced AI-driven sales tools [2] - Despite the positive long-term outlook from the acquisition, NOW's shares have fallen 31.9% year to date amid challenging macroeconomic conditions [3] Group 1: Acquisition Strategy - The acquisition of Logik.ai aligns with ServiceNow's goal to strengthen its CRM capabilities and enhance sales efficiency through AI solutions [4] - ServiceNow has been actively pursuing acquisitions, including Cuein, Moveworks, and Quality 360, to expand its AI footprint and improve operational efficiency [5][6] Group 2: Customer Growth and Partnerships - ServiceNow ended Q4 2024 with 2,109 customers with over $1 million in annual contract value, reflecting a 14% year-over-year growth [7] - The company has established strong partnerships with major players like NVIDIA, Google Cloud, and Oracle, which have been key to its business expansion [8][9][10] Group 3: Financial Outlook - For 2025, ServiceNow expects subscription revenues to range from $12.635 billion to $12.675 billion, indicating an 18.5% to 19% increase from 2024 [11] - The company anticipates a forex impact of approximately $175 million, which may affect growth rates, alongside a strategy to accelerate Agentic AI adoption [12] - The consensus estimate for 2025 earnings is $3.78 per share, representing a 10.85% increase from 2024 [12][13]

ServiceNow, a company that provides artificial intelligence (AI) agents for businesses, is set to acquire Logik.ai.The deal, announced Thursday (April 3), is designed to accelerate ServiceNow’s momentum in sales and order management with the help of Logik.ai’s configure, price, quote (CPQ) solution. Logik.ai’s best-in-class capabilities for sales and commerce will expand ServiceNow’s growth.“Companies in every industry struggle with ineffective sales processes due to complex product configurations, pricing ...

Core Insights - Tech Mahindra has partnered with ServiceNow to deliver next-generation broadband solutions for Communication Service Providers (CSPs) [1][5] - The partnership aims to enhance operational efficiencies and accelerate broadband rollouts by leveraging advanced technologies [2][3] Company Overview - Tech Mahindra is a global provider of technology consulting and digital solutions, focusing on the telecommunications sector [1] - The company is expanding its presence in the global broadband market, addressing the need for modernized systems and improved operational agility [3] Partnership Details - The collaboration utilizes Tech Mahindra's netOps.now platform, integrating various operational aspects for CSPs [2] - The solution includes AI-driven analytics, Network-as-a-Service (NaaS), and intelligent automation to streamline operations [2] Operational Impact - CSPs can improve operational efficiencies by up to 50% and achieve faster time-to-market for broadband services [2] - A recent implementation for a FibreCo in Germany resulted in a 20% reduction in fiber rollout time and significant decreases in order fallouts [4] Market Positioning - The partnership positions both companies to drive digital inclusion and seamless connectivity in the broadband market [5] - The next-generation broadband solution is expected to unlock new opportunities and promote sustainable growth [5]

Leading artificial intelligence (AI) companies are seeing growing demand that points to a lucrative opportunity. Investors who keep a long-term perspective and take advantage of market dips to buy shares of competitively positioned companies at discounts will be in the best position to profit from this opportunity.Here are two AI stocks trading down from their recent highs that could be worth a lot more in 10 years.1. NvidiaNvidia's (NVDA 0.31%) breakneck innovation in the AI chip market has powered its way ...

Core Insights - The competitive landscape in IT Service Management (ITSM) is evolving due to the rise of agentic AI, with predictions that by 2029, 80% of general customer issues will be resolved autonomously, leading to a 30% cost reduction [2] Company Analysis: ServiceNow (NOW) - ServiceNow's Now Platform integrates Now Assist, its AI solution, enhancing productivity across various domains such as CRM, HR, and IT [3] - The company has a strong partner ecosystem, including Amazon, NVIDIA, Microsoft, and DXC Technology, which aids in expanding its offerings [4] - As of Q4 2024, ServiceNow had 2,109 customers with over $1 million in annual contract value, reflecting a 14% year-over-year growth [5] - ServiceNow's subscription revenue is projected to be between $12.635 billion and $12.675 billion for 2025, indicating an 18.5% to 19% increase from 2024 [12] - The consensus estimate for ServiceNow's 2025 earnings has declined by three cents to $16.21 per share, suggesting a 16.45% growth over 2024 [15] - ServiceNow shares have dropped 23.5% year-to-date, impacted by unfavorable forex and a back-end loaded federal business [9][12] Company Analysis: Atlassian (TEAM) - Atlassian has integrated AI features across its major products, resulting in over one million monthly active users engaging with these features daily [6] - The company reported a 40% year-over-year increase in sales for its Premium and Enterprise editions, driven by higher-value AI-infused products [6] - Atlassian's partnership with Microsoft-backed OpenAI enhances its product capabilities, particularly in Confluence and Jira Service Management [7] - The company closed a record number of deals worth over $1 million in Q2 of fiscal 2025, indicating strong enterprise penetration [8] - Atlassian expects revenues to grow by 18.5% to 19% year-over-year in fiscal 2025, with a non-GAAP gross margin of 84.5% and an operating margin of 23.5% [13] - The consensus estimate for Atlassian's 2025 earnings is $3.47 per share, reflecting an 18.43% increase over fiscal 2024 [14] Valuation Comparison - Both companies are considered overvalued, with Atlassian trading at a forward Price/Sales ratio of 9.6X, compared to ServiceNow's 12.23X [17] Conclusion - Atlassian's strategy of leveraging AI for enterprise growth positions it favorably, while ServiceNow faces potential volatility in its growth trajectory due to external factors [20]

Select results for the year ended December 31, 2024: Q4 2024 revenue was $10.9 million, up 94% Y/Y excluding recent divestitures On a reported basis, Q4 2024 revenue increased 8% Y/Y Q4 2024 Net Income was $0.6 million, up 115% Y/Y excluding recent divestitures On a reported basis, Q4 2024 Net Income increased by 116% Y/Y Q4 2024 Adjusted EBITDA was $2.6 million, up 225% Y/Y 2024 FY Cash flows from operations were $2.8 million Revenue was $10.9 million in the three months ended December 31, 2024 ("Q4 2024") ...