ServiceNow, Inc. (NYSE:NOW) Q1 2024 Earnings Conference Call April 24, 2024 5:00 PM ET Company Participants Darren Yip – Vice President, Investor RelationsBill McDermott – Chairman & Chief Executive OfficerGina Mastantuono – Chief Financial OfficerCJ Desai – President & Chief Operating Officer Conference Call Participants Kash Rangan – Goldman SachsKarl Keirstead – UBSMatt Hedberg –…
hapabapa Introduction & Investment Thesis ServiceNow (NYSE:NOW) provides an end-to-end workflow automation platform for enterprises. The stock has performed more or less at par with the S&P 500 and Nasdaq 100 YTD. The company reported its Q4 FY23 earnings in January, where it beat on both revenue and earnings expectations, growing 26% YoY and 33.8%…
ServiceNow, Inc. (NYSE:NOW) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 5:10 PM ET Company Participants Gina Mastantuono – CFO Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. I’m Keith Weiss. I run the US Software research franchise here at Morgan Stanley,…
ServiceNow, Inc. (NYSE:NOW) Q4 2023 Earnings Conference Call January 24, 2024 5:00 PM ET Company Participants Darren Yip – VP, IR Bill McDermott – Chairman and CEO Gina Mastantuono – CFO CJ Desai – President and COO Conference Call Participants Brad Zelnick – Deutsche Bank Mark Murphy – JPMorgan Arjun Bhatia – William Blair Kash…
JHVEPhoto Brief Review Of ServiceNow’s Q4 2023 Earnings Report Heading into its Q4 2023 report, ServiceNow, Inc. (NYSE:NOW) was projected to deliver revenues and normalized EPS of $2.40B and $2.78, respectively. SeekingAlpha With ServiceNow beating consensus street estimates on both top and bottom lines [revenue: $2.44B (up +25.78% y/y), normalized EPS: $3.11], the stock is…
JHVEPhoto I covered ServiceNow (NYSE:NOW) last January, concluding that the stock should reach $150B market cap over the next handful of years. Less than one year later, the stock is just about there. This is yet another case study of the irrationality of the market herd. In July of 2022, sentiment on ServiceNow was extremely…
JHVEPhoto ServiceNow (NYSE:NOW) presents itself as an interesting investment pitch from growth and a broader commercial momentum perspective: After having expanded topline at a ~100% CAGR from 2013 through 2022, ServiceNow may still have attractive growth whitespace ahead, as the company is poised to play an important role in driving digital transformation. On that note,…
ServiceNow, Inc. (NYSE:NOW) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants CJ Desai – President and COO Conference Call Participants Karl Keirstead – UBS Karl Keirstead Okay, everybody. Why don’t we get started? I’m Karl Keirstead on the UBS software team. On a serious note, I’ve been taking an informal poll…
JHVEPhoto Wide-moat systems software company ServiceNow, Inc. (NYSE:NOW) stock has significantly outperformed the S&P 500 (SPX) (SPY) since my last update in October 2022. I urged investors to capitalize on its steep selloff last year as NOW dip buyers tried to form a long-term bottom. That thesis panned out, although robust buying momentum didn’t return…