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].

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]

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]

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]

KPMG Launches AI Trust Services to Transform AI Governance, Enabled by ServiceNowSuite of services aims to help organizations ensure AI reliability, accountability and transparency.May 07, 2025 11:42 AM EDT | Source: KPMG LLP82% of leaders expect risk management to be their biggest challenge in 2025KPMG AI Trust services help organizations protect employees, companies and consumers as the speed of AI adoption acceleratesEnabled by ServiceNow AI Control Tower, KPMG AI Trust is designed to incre ...

M AY 5, 2025 © 2025 ServiceNow, Inc. All Rights Reserved. 1 Information safe harbor notice This presentation may contain "forward-looking" statements that are based on our beliefs and assumptions and on information currently available to us only as of the date of this presentation. Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expected or implied by the forward-looking statements. Further information ...

Summary of ServiceNow (NOW) 2025 Investor Day Company Overview - **Company**: ServiceNow (NOW) - **Event**: 2025 Investor Day - **Date**: May 5, 2025 - **Location**: Las Vegas Core Industry Insights - **Industry**: Enterprise Software - **Focus**: ServiceNow aims to be the defining enterprise software company of the 21st century, referred to as "Desco 21C" [6][33] Key Points and Arguments 1. **Company Growth and Positioning**: - ServiceNow is entering a period of strength, with significant scaling and a strong brand presence [5][11] - The company has a no layoff pledge, which has helped maintain talent during macroeconomic disruptions [12] 2. **Financial Performance**: - ServiceNow has consistently focused on profitability and leverage, unlike many competitors who had to adapt post-pandemic [12] - The company has a strong free cash flow margin, which is appreciated by shareholders [13] 3. **Market Position and Competitive Advantage**: - ServiceNow is recognized as the "AI operating system of the enterprise" by industry leaders [24] - The company has expanded its Total Addressable Market (TAM) significantly with innovations like RaptorDB and workflow data fabric [15][16] 4. **AI Integration and Innovation**: - ServiceNow is leveraging agentic AI to transform enterprise operations, emphasizing the importance of speed and integration [19][21] - The company has introduced new capabilities such as AI Control Tower, AI Agent Fabric, and AI Agent Studio to enhance AI agent collaboration [52][53] 5. **Customer Success Stories**: - Notable clients include AstraZeneca and Siemens, showcasing significant operational efficiencies achieved through ServiceNow's platform [49][50] - Over 85% of Fortune 500 companies utilize ServiceNow, indicating strong market penetration [48] 6. **Future Growth and Projections**: - ServiceNow aims to reach $30 billion in revenue, with several products projected to surpass $1 billion in Annual Contract Value (ACV) by 2026 [47][48] - The company is positioned to double its product offerings exceeding $1 billion in ACV by 2028 [47] Additional Important Insights - **Cultural and Operational Strength**: - ServiceNow emphasizes a culture of trust and transparency, which has been pivotal in building relationships with the financial community [4][8] - The company has a strong focus on innovation, with over 6,000 innovations delivered in the past year alone [40] - **Technological Advancements**: - RaptorDB is highlighted as the world's fastest database, significantly enhancing performance metrics for clients [29][90] - The Workflow Data Fabric allows seamless integration of data across various systems, enhancing operational efficiency [93] - **Market Trends and Challenges**: - The rise of AI presents both opportunities and challenges, with many enterprises struggling with data readiness for AI applications [88] - ServiceNow's solutions aim to address fragmentation and improve AI readiness across organizations [39][89] - **Strategic Partnerships**: - Collaborations with major tech companies like Microsoft, Google, and AWS are crucial for expanding ServiceNow's capabilities and market reach [53][109] This summary encapsulates the key insights and strategic directions discussed during the ServiceNow 2025 Investor Day, highlighting the company's growth trajectory, market positioning, and innovative approaches to enterprise software solutions.

Palantir Technologies is currently worth $269 billion. But these Wall Street analysts think Intuitive Surgical (ISRG 2.29%) and ServiceNow (NOW 2.00%) can top that figure in 2026:Patrick Wood at Morgan Stanley has set Intuitive Surgical with a bull-case target price of $850 per share. That implies 64% upside from its current share price of $517. It also implies a market value of $304 billion.Patrick Walravens at JMP Securities has set ServiceNow at a target price of $1,300 per share. That implies 36% upside ...

"Customers are searching for simplified solutions that not only address the complexity of the technology but also offer simplified workflows that will make innovation actionable," said Scott Crawford, Research Director for Information Security with S&P Global Market Intelligence 451 Research. "Respondents to a recent 451 Research survey of security practitioners1 indicated on average that they spend 36% of their budget with a single vendor, which reflects this desire to reduce complexity in their tools and ...

Share prices of ServiceNow (NOW 0.74%) popped after the software company reported strong revenue growth to start the year and raised its guidance. While it's still trading down about 10% year to date, as of this writing, the stock is up about 27% over the past year. Meanwhile, it has been a huge winner over the past decade, up more than 1,150% during that span.The software-as-a-subscription (SaaS) company is best known for its information technology (IT) management platform, which is widely used by IT depar ...