Key PointsEnterprise cloud software specialist ServiceNow reports on January 24. The company has a long track record of beating analysts' views. AI and migration to the cloud are driving robust growth within the enterprise software industry.Tech researcher Gartner forecasts that tech services will be the biggest area of business spending this year. 5 stocks we like better than ServiceNowEnterprise cloud software stocks are some of the market’s top leaders, having rallied back in a big way in 2023 after a di ...

股价表现 - ServiceNow (NOW) 最新收盘价为 $749.11，较上一交易日收盘价上涨了 +0.42% [1] - ServiceNow 的股价在过去一个月内上涨了 6.45%，超过了计算机和技术行业的涨幅 1.98% 和标普500指数的涨幅 0.94% [2] 财报预测 - ServiceNow 将于2024年1月24日发布财报，分析师预计每股收益为 $2.77，同比增长 21.49%，预计营收为 $2.4 亿美元，同比增长 23.55% [3]

In its upcoming report, ServiceNow (NOW) is predicted by Wall Street analysts to post quarterly earnings of $2.77 per share, reflecting an increase of 21.5% compared to the same period last year. Revenues are forecasted to be $2.4 billion, representing a year-over-year increase of 23.6%.The consensus EPS estimate for the quarter has undergone a downward revision of 1.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial ...

ServiceNow Inc (NYSE: NOW) is in focus on Wednesday after Hedgeye issued a short call on shares of the IT management company based out of Santa Clara, California.ServiceNow stock could tank 30%Copy link to sectionThe independent investment research firm is concerned that the extent to which the remaining addressable market of ServiceNow will become a reality by the end of this year may be limited. On Wednesday, Hedgeye analyst Andrew Freedman warned of a 30% downside in $NOW and said:NOW’s assertive pricing ...

股价表现 - ServiceNow 最近的股价为 $675.30，较前一交易日收盘价下跌了 1.78% [1] - ServiceNow 过去一个月的股价表现不佳，落后于计算机和技术行业的涨幅以及标普500指数的涨幅 [2] 财报预期 - ServiceNow 即将公布的季度财报显示预期每股收益为 $2.78，同比增长 21.93%，预期营收为 $2.4 亿，同比增长 23.47% [3] 分析师观点 - 分析师的预期调整对于投资者来说也很重要，正面的预期调整反映了分析师对公司业务和盈利能力的乐观态度 [4]

公司财务业绩 - ServiceNow宣布将于2024年1月24日发布截至2023年12月31日的第四季度和全年财务业绩[1] - 会议电话将于2024年1月24日下午2点太平洋时间（22:00格林尼治时间）开始[1] 业务发展 - ServiceNow的云平台和解决方案帮助组织数字化和统一，使工作流程更智能、更快速、更好[1]

公司业绩 - ServiceNow (NYSE:NOW)是一家软件公司，与Adobe (ADBE)和Salesforce (CRM)一样，在保持双位数营收增长的同时相对安全，具有广泛的市场优势[1] - NOW的客户保留率高达97-99%，早期客户持续增长订阅，为公司的营收增长提供了有利支持[5] - 公司最近的交易表现令人印象深刻，报告显示在最近一个季度完成了83笔年合同价值超过100万美元的交易，其中14笔交易包括所有7个工作流程[8] - 订阅收入增长率达到24.5%，联邦市场增长率高达75%，国际市场也呈现出强劲的增长势头[9] 技术创新 - NOW将生成式人工智能整合到其产品中，以保持竞争优势，公司网站展示了AI的使用案例，提高了工作效率[13] 竞争环境 - 尽管公司在客户服务和人力资源领域扩展业务，但面临来自其他主要软件公司，尤其是CRM的竞争[16] 投资价值 - 尽管公司的估值较高，但由于其盈利能力和增长速度，仍然被认为是一个值得投资的增长故事[30]

ServiceNow, Inc. (NYSE:NOW) Wells Fargo TMT Summit November 29, 2023 2:35 PM ET Company Participants Gina Mastantuono - CFO Conference Call Participants Michael Turin - Software Analyst, Wells Fargo Michael Turin The walk-up music was respect. Gina Mastantuono I like it. Michael Turin It makes you feel pretty good, Gina. Gina Mastantuono It does. It does. Michael Turin Thanks very much for joining us for day two of the Wells Fargo TMT Summit. I'm Michael Turin, software analyst here at Wells. We're very ple ...

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 of the best dressed man at the conference and CJ as it turns out, I think wins. I trust everybody would agree. And I clearly need to raise my game for next year's con ...

ServiceNow, Inc. (NYSE:NOW) Q3 2023 Earnings Conference Call October 25, 2023 5:00 PM ET Company Participants Darren Yip - Vice President, Investor Relations Bill McDermott - Chairman and Chief Executive Officer Gina Mastantuono - Chief Financial Officer CJ Desai - President and Chief Operating Officer Conference Call Participants Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs Tyler Radke - Citi Sanjit Singh - Morgan Stanley John DiFucci - Guggenheim Mark Murphy - JPMorgan Karl Keirstead - UBS Gregg ...