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X @wale.moca 🐳
wale.moca 🐳· 2025-12-19 16:26
In markets like this, that's your only chance.If crypto remains in this strange position for an extended period, it's best to focus on yourself and your own platform here.Many people seem to be giving up on crypto right now, in a way similar to what happened in 2022.Back then, the situation was much grimmer, the future of crypto was really uncertain.Now, the exodus seems to come from crypto's underperformance vs literally everything else.Doubling down on your own platform on CT in 2022 paid off unlike anyth ...
Watch CNBC's full interview with ServiceNow CEO Bill McDermott
CNBC Television· 2025-12-16 16:00
Organic Growth and Financial Performance - ServiceNow emphasizes its strong organic growth, consistently delivering over 20% revenue growth annually for the last decade [2] - ServiceNow operates above the "rule of 50" for free cash flow and revenue growth, positioning it as a leading enterprise software company [2] Acquisition Strategy - ServiceNow does not rely on acquisitions for growth, as its organic growth already surpasses other SaaS companies [5] - The acquisition of Move Works is highlighted as a strategic move, bringing in a pure-play AI employee experience company [3] Platform and Product Innovation - ServiceNow positions itself as a platform company, not just a SaaS company, offering a broad portfolio including IT service management, asset management, operations management, security, employee experience, customer service management, and creator workflow management [5][6] - ServiceNow's platform integrates agentic AI, providing customers with significant economic value through use cases and assists, leading to a new business model [6][7] - ServiceNow's stock is set to split five-for-one, reflecting confidence in the company's position [7] AI Control Tower and Security - ServiceNow's AI Control Tower connects to any hyperscaler cloud, language model, and data source (ERP, sales, HR), integrating with various providers [10][11] - The AI Control Tower also integrates the identity of both human and non-human agents in the workflow [11] - ServiceNow emphasizes the importance of security for non-human agents, offering a control tower that manages their identity and integrates with other security companies [7][8] - ServiceNow currently manages 75 billion workflows [8]
'Foundation to the house' couldn't be stronger , says ServiceNow CEO Bill McDermott
CNBC Television· 2025-12-15 22:27
Financial Performance & Growth Strategy - ServiceNow is the only large enterprise software company operating above the rule of 50, balancing free cash flow and revenue growth [2] - ServiceNow has consistently delivered over 20% organic revenue growth annually for the last decade [2] - ServiceNow emphasizes that its growth is primarily organic and it is growing faster than other SaaS companies [2][5] Acquisitions & Technology - ServiceNow completed the acquisition of Move Works, an AI employee experience company [1] - Move Works is described as the first pure-play AI employee experience company [3] - ServiceNow highlights the integration of agentic AI into its platform, creating new business model opportunities [6] - M&A in security, referencing VZA, is due to the non-human nature of these agents [7] Platform & Services - ServiceNow identifies itself as a platform company, not just a SaaS company [5] - ServiceNow's portfolio includes IT service management, asset management, operations management, security, employee experience, customer service management, and creator workflow management [6] - ServiceNow's stock is going to split five for one on Thursday [7]
X @TechCrunch
TechCrunch· 2025-10-28 18:24
The startup’s platform is built on several modular systems that clients can purchase individually or as a complete suite. https://t.co/7qcFZCzLL1 ...
X @mert | helius.dev
mert | helius.dev· 2025-09-01 08:03
Blockchain Platform Performance - Solana DApps 在 8 月份产生的收入超过 2 亿美元,超过所有 L1 和 L2 DApps 在 30 天内的收入 [1] - Solana 上构建的团队赚的钱最多,这对于区块链平台来说至关重要 [1] Technology Adoption - 在 Solana 虚拟机 (SVM) 上构建的人比以太坊虚拟机 (EVM) 少 [1]
Sam Altman's advice to founders: Don't try to rebuild ChatGPT
Garry Tan· 2025-06-24 15:01
One of the classic questions is how do I uh start a startup that doesn't get run over by open AI. That's sort of the number one question that's in our chat. We don't want to run you over.Um look, we're going to do our thing hopefully very well. We are going to try to make the best superent out of chatbt that we can. We're going to add the things that we think we need to add to that.Um, but that is like one small part of the opportunity in front of us. And it makes us sad when people are like, I'm gonna star ...
Autodesk Set to Report Q1 Earnings: Here's What You Should Know
ZACKS· 2025-05-20 13:00
Core Viewpoint - Autodesk is set to report its first-quarter fiscal 2026 results on May 22, following a strong fourth-quarter performance where revenues grew 12% to $1.64 billion and non-GAAP operating margin reached 37.1% [1][2]. Financial Performance - The company expects first-quarter fiscal 2026 revenues to be between $1.60 billion and $1.61 billion, with non-GAAP EPS projected in the range of $2.14 to $2.17, indicating modest sequential growth [2]. - The Zacks Consensus Estimate for revenues is $1.61 billion, reflecting a year-over-year growth of 13.39% [2]. - The Zacks Consensus Estimate for EPS is $2.14, unchanged over the past 60 days, indicating a year-over-year increase of 14.44% [3]. Recent Developments - Autodesk's fourth-quarter results exceeded expectations, with an earnings surprise of 7.51%, and the company has beaten the Zacks Consensus Estimate in each of the last four quarters, averaging a surprise of 5.73% [3]. - The company is undergoing a restructuring that involves approximately 9% of its workforce (about 1,350 employees), which may cause short-term disruptions despite potential long-term benefits [2]. Market Factors - Several factors may influence the upcoming fiscal first-quarter results, including the optimization of Autodesk's go-to-market approach, macroeconomic uncertainty affecting customer spending, and a transition in the company's Chief Revenue Officer [5]. - Autodesk is experiencing strong momentum in its Construction business, adding nearly 400 new logos last quarter, and reallocating resources to focus on cloud, platform, and AI initiatives [6]. Margin Outlook - The underlying non-GAAP operating margin is expected to reach 39-40% for fiscal 2026, although this should be weighed against moderating top-line growth [7]. - Management plans to provide more details about future margin expansion during an analyst day scheduled for the third quarter [7]. Investment Considerations - Given the mixed signals, it may be prudent for investors to maintain current positions while awaiting clarity on how effectively Autodesk navigates its organizational changes and executes its optimization strategy [8]. - According to the Zacks model, Autodesk currently has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating that the odds of an earnings beat are not favorable at this time [9].