ServiceNow: The Shares Are Down; The Business Is Flying

I recommend NOW shares at current levels, expecting sustained 20%+ revenue growth, mid-30% free cash flow margins, and ...

ServiceNow: The Seat Collapse Story Isn't Showing Up

I initiate coverage on ServiceNow, Inc. ( NOW) after a sharp 30% drawdown in 2025. I am neutral on this stock because ...
diginomicaOpinion

Enterprise hits and misses - AI provokes debate on metrics and agentic capability as 2026 kicks off, and why did ServiceNow acquire Armis?

This week - we roundup the highs and lows of 2025 one last time, and strap in for the 2026 kick off, with an early focus on: ...
Techrights

Links 06/01/2026: More Reports Point to Mass Layoffs at Microsoft (Later This Month), Greenland/Denmark Cautions the Dictator Who Illegally Invaded Venezuela

In the last five years, the world's richest trading bloc has introduced the Digital Markets Act (DMA), which regulates ...
InfoWorld

Cloud Computing

Back to the future: The most popular JavaScript stories and themes of 2025 The major themes that defined the year behind us will also shape the one ahead. The most-read articles of 2025 tracked a ...