Core Insights - Advance Solutions collaborates with ServiceNow.org for the 2025 Partnership for Good Grant initiative, providing up to $2 million in technology donations and consulting services to four nonprofit organizations [1][2][4] Group 1: Partnership and Grant Details - The Partnership for Good Grant aims to help nonprofits streamline operations and maximize resources, offering each recipient a ServiceNow instance, software, licenses, and services valued at up to $250,000 over three years, along with 1,200 expert resource hours and a $100,000 monetary grant [2][4] - Advance Solutions leads the Disaster and Community Support Grant, focusing on supporting underserved communities and enhancing disaster response efforts [4][5] Group 2: Company Commitment and Expertise - Advance Solutions is dedicated to easing operational burdens for nonprofits, allowing them to focus on their core missions of helping those in need [5] - The company is recognized as a ServiceNow Elite Partner, with over 1,000 successful implementations and a client base that includes more than 25% of Fortune 100 companies [7][8] Group 3: Technology and Impact - By combining technology with nonprofit expertise, Advance Solutions and ServiceNow.org aim to empower nonprofits to scale their impact and create lasting change [5][10] - Advance Solutions specializes in custom workflow applications tailored to nonprofit needs, enhancing efficiency, security, and service delivery [10]

Core Insights - Sopra Steria has been recognized as one of Europe's top suppliers of ServiceNow-related services, achieving a 'Best-in-Class' overall rating in 2024, being one of only five providers to receive this distinction [1][6] - The PAC INNOVATION RADAR evaluated 20 different providers based on their portfolio, vision, strategy, and client engagements, highlighting Sopra Steria's strengths and capabilities [1][2] Company Strengths - Sopra Steria has demonstrated significant strengths in ServiceNow services, particularly in the public sector, showcasing its overall capability in this area [2][3] - The company maintains a strong focus on the European market, leveraging its expertise in IT services, digital transformation, and consulting across various industries, including public sector, financial services, and healthcare [3][4] ServiceNow Capabilities - PAC highlighted Sopra Steria's ability to extend ServiceNow capabilities beyond traditional IT service management (ITSM) to include customer service, HR service delivery, and risk management [4][6] - The company's deep understanding of regulatory environments and established relationships with governmental bodies enhance its position as a trusted partner for ServiceNow implementations across Europe [4][5] Regional Approach - Sopra Steria's pan-European approach facilitates the transfer of best practices between countries, fostering a robust knowledge-sharing ecosystem that enhances its ServiceNow capabilities [5] - With offices and innovation centers in regions such as France, the UK, Spain, and the Nordics, the company provides local support and understands market-specific challenges, enabling effective responses to regulatory and cultural factors affecting digital transformation initiatives [5][6]

Core Viewpoint - ServiceNow's shares have declined 10.7% following the release of its fourth-quarter 2024 earnings, despite beating revenue and earnings estimates, primarily due to a modest subscription revenue growth projection for 2025 [1][2]. Revenue and Earnings Summary - For 2024, ServiceNow reported subscription revenues of $10.639 billion, reflecting a 22.5% increase from 2023 [2]. - The 2025 subscription revenue growth is projected to be between 19.5% and 20% at constant currency, with total expected revenues of $12.635-$12.675 billion, indicating an 18.5% to 19% rise from 2024 on a GAAP basis [3][4]. - The Zacks Consensus Estimate for 2025 revenues is $13.07 billion, suggesting an 18.96% growth over 2024 [15]. Customer and Market Position - As of the end of Q4 2024, ServiceNow had 2,109 customers with over $1 million in annual contract value (ACV), marking a 14% year-over-year growth [8]. - The company closed 170 deals greater than $1 million in net new ACV, with 19 deals exceeding $5 million [8]. AI and Technology Integration - ServiceNow is leveraging AI and machine learning to enhance its solutions, with Pro Plus AI growing 150% sequentially [9]. - The collaboration with major partners like Amazon, Microsoft, and NVIDIA is expected to bolster ServiceNow's market share and enhance its GenAI capabilities [10][11][12]. Stock Performance and Valuation - ServiceNow shares have returned 30.1% over the past 12 months, outperforming the Zacks Computer & Technology sector and the Computers – IT Services industry [6]. - The stock is currently considered overvalued, with a forward 12-month Price/Sales ratio of 15.8X, higher than its median of 14.03X and the industry's 11.24X [16]. Future Outlook - The company's strategy to accelerate the adoption of its Agentic AI may negatively impact subscription revenue growth in 2025 [4]. - Despite the challenges posed by unfavorable forex and a tough macroeconomic environment, ServiceNow's strong GenAI portfolio and partner base are expected to drive client growth and subscription revenues [22].

Group 1 - The article discusses the role of a Wealth Management Advisor and Portfolio Analyst, emphasizing the use of financial, technical, and macroeconomic analysis to support clients and develop investment theses [1] - It highlights the importance of identifying both short-term trends and long-term opportunities in the investment landscape [1] - The advisor aims to find winning investments to grow portfolios while mitigating risks through various valuation methods and modeling techniques [1] Group 2 - The content is presented as informational and does not constitute financial advice or recommendations for specific investments [3] - There is a disclosure indicating that the author has no current positions in the mentioned companies but may initiate a long position in the near future [2] - The article emphasizes the necessity for readers to conduct their own research and consult with qualified financial professionals before making investment decisions [3]

Company Overview - ServiceNow (NYSE: NOW) is leading innovation in the enterprise software sector, focusing on AI-driven solutions for workflow automation and cost efficiency [1]. Industry Insights - The demand for improved workflow automation and cost efficiencies is driving the growth of AI offerings in enterprise software, with orchestration and automation of advanced agents being key components [1].

Core Insights - NowVertical Group Inc. has successfully negotiated a deferral of USD $998,000 in outstanding liabilities with the sellers of Affinio Inc., demonstrating confidence in its strategic direction [1][2] - The deferral allows NowVertical to focus on its organic growth initiatives, aiming for a revenue run rate of USD $50 million and a 20% EBITDA margin [2] Company Overview - NowVertical is a global data and analytics company that transforms data into business value using AI, offering a comprehensive suite of solutions and services [3] - The company is focused on organic growth and strategic acquisitions to enhance its market position and drive measurable outcomes for clients [3]

Investment Rating - The report maintains a "BUY" rating for ServiceNow, indicating a potential return of over 15% over the next 12 months [18]. Core Insights - ServiceNow reported 4Q24 results with total revenue increasing by 21% YoY to US$2.96 billion, and non-GAAP operating profit growing by 22% YoY to US$872 million, both in line with consensus estimates [1]. - For FY25, management guides subscription revenue to increase by 19.5-20% YoY on a constant currency basis, slightly below the consensus estimate of 20.5% YoY [1]. - The target price has been raised to US$1,220 based on a 55x FY25E EV/EBITDA, up from a previous target of US$1,075 at 48x FY25 EV/EBITDA [1][11]. Financial Performance - FY24 total revenue was up by 22% YoY to US$10.98 billion, with non-GAAP operating profit margin (OPM) increasing by 1.9 percentage points YoY to 29.6% [1]. - The adjusted net profit for FY24 was US$2.90 billion, reflecting a YoY growth of 31% [2]. - The forecast for FY25E total revenue is US$13.04 billion, with a projected YoY growth of 21.1% [2]. Market Position and Growth Drivers - ServiceNow is expected to benefit from growing enterprise demand for digitalization and agentic AI, with significant growth in large deals [1]. - The number of customers generating over US$1 million and US$20 million in annual contract value grew by 12% and 35% YoY, respectively, in 4Q24 [8]. - Management reported a 150% QoQ growth in Now Assist deals, indicating strong momentum in AI adoption [8]. Valuation Metrics - The current market capitalization of ServiceNow is approximately US$211.82 billion [3]. - The stock is currently trading at a price of US$1,018.38, with an upside potential of 19.8% to the target price of US$1,220 [3]. - The P/E ratio for FY25E is projected at 120.8x, which is a premium compared to the sector average [2][11].

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last wrote about ServiceNow (NYSE: NOW ), where I laid out a possible bullish path for the stock to reach over $1300, but maintained my “hold” rating.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustai ...

With earnings season kicking off in full swing, so far, the big theme shaping popular tech stocks is that even good earnings aren't enough to sustain recent rallies. Growth stocks are priced for perfection, and investors are punishing stocks as revenue decelerationWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. ...

Study a company’s revenues over a period and deduct production costs to find earnings, which is crucial for any organization’s survival. Irrespective of whether it is a start-up or a well-known company, earnings growth is the top priority for any organization. This is because if the company doesn’t make money, it won’t survive.Earnings are also considered the most important variable influencing share price. However, expectations of earnings play a prominent role.Nonetheless, stocks such as ServiceNow, Inc. ...