ServiceNow

I really don't understand why people are hating so much on Hims & Hers with the current growth and valuation it has while they keep performing every single time.

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TheMaverick

@TheMaverick

3Semana·

Bravery will reward us

Here are my top picks:

Nik I.

@NikInvest

1Lun·

New position

Exciting entry opportunity exploited.

24.03

ServiceNow

Compró 3 a 785,50 €

2356,50 €

1 Comentario

Lukas@mastermindLukas

1Lun

What do you think of Salesforce Nik?

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TheMaverick

@TheMaverick

1Lun·

Red days are good days

Hi guys,

Which stocks are you buying this week?

I took advantage of the dip to do a little shopping, here are my buys:

If it goes under 180$ I'll laso considering buying $WING (+3 %)

1 Comentario

Rock Josie@Rockjosie

1Lun

$TSM is now a value stock. $ULTA defensive but also growing consumer line
$NVDA double down
$BRK.B Buffet has better ideas than me what to do with free cash
$LLY starting long position - GLP-1 play

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Novius

@Novius

2Lun·

Where to invest now? - 15 recommendations from "Handelsblatt"

In the still young year, the DAX has already recorded 16 record highs, the last one only yesterday. Most other stock market indices are also close to their all-time highs.

Where can you still invest now?

Handelsblatt experts have analyzed 1,000 stocks worldwide and identified 15 recommendations in three categories:

Five shares of companies that are growing strongly over the long term but are still reasonably valued

$FTNT (+2,47 %) Fortinet | $NOVO B (+4,44 %) Novo Nordisk | $GDDY (-5,74 %) GoDaddy | $PLD (+3,05 %) ProLogis | $NOW (+1,51 %) Service Now

Five shares of companies that have been paying rising dividends for at least 20 years thanks to their earnings power

$PEP (-0,31 %) PepsiCo | $CVX (+2,17 %) Chevron | $FPE Fuchs Petrolab | $NWN (-0,6 %) Northwest Natural Holding | $SAN (+0,62 %) Sanofi

Five shares of companies that have plummeted on the stock market but have an intact business model and turnaround potential

$SLB (+5,06 %) Schlumberger | $BIIB (+2,25 %) Biogen | $GPN (+3,61 %) Global Payments | $MAKSY Marks & Spencer | $VOW (+0,05 %) Volkswagen

Detailed analysis can be found at "Handelsblatt"

Source: Handelsblatt | Image: ChatGPT

2 Comentarios

DerMartin@DerMartin

2Lun

Thanks for sharing and the great preparation.

I've been meaning to take a look at ProLogis for a while now. I kept forgetting about it, but now it's my turn :-)

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Aktien Stammtisch

@Aktien_Stammtisch

3Lun·

ServiceNow reported earnings Q4 FY2024 results ended on December 31, 2024

$NOW (+1,51 %)

- Revenue: $2.97B, +26% YoY

- Subscription Revenue: $2.87B, +21% YoY

- Net Income (GAAP): $284M, +13% YoY

- Current Remaining Performance Obligations (cRPO): $10.27B, +19% YoY

Management: "We are the AI Platform for Business Transformation. Our approximately 8,400 global customers include over 85% of the Fortune 500. They all rely on ServiceNow solutions using the Now Platform—the intelligent and intuitive cloud platform—for successful digital transformation."

🌱Revenue & Growth

- North America Revenue: 62% of total

- EMEA Revenue: 27% of total

- APAC & Other: 11% of total

- Customers with >$1M ACV: 2,109 vs 1,885 YoY

- Renewal Rate: 98%

💰Profits & Financials

- Non-GAAP Operating Margin: 29.5% (flat YoY)

- Non-GAAP Free Cash Flow Margin: 47.5% vs 55% YoY

- Non-GAAP EPS: $3.67 vs $3.11 YoY

- Total Employees: 26,293 vs 22,668 YoY

📌Business Highlights

- Announced shift to consumption-based monetization for AI solutions

- Including AI Agents in Pro Plus and Enterprise Plus SKUs

- Technology Workflows contributed 52% of net new ACV

🔮Future Outlook

- Q1 2025 Subscription Revenue: $2.995B-$3.000B (+18.5-19% YoY)

- FY2025 Subscription Revenue: $12.635B-$12.675B (+18.5-19% YoY)

- Non-GAAP Operating Margin FY2025: 30.5%

- Expects FX headwind of ~$175M for 2025 subscription revenues

15 Comentarios

MrStonkss@MrStonkss

3Lun

@Tenbagger2024 a purchase now?

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Aktien Stammtisch

@Aktien_Stammtisch

3Lun·

Bernstein emphasizes the potential of DeepSeek to accelerate the adoption of AI, especially for vendors...

... of infrastructure software.

The low cost of training and inference of the new model could trigger a new wave of AI adoption by improving the economics of AI projects and thus enabling wider use.

Increasing demand through lower costs:

DeepSeek's model offers superior inference performance at a disruptively low cost, which is expected to increase demand for AI solutions.

Bernstein points to previous examples, such as OpenAI's 4o-mini model, which promised lower prices with higher quality and increased usage by 50% within a quarter. Such effects could also occur again with DeepSeek.

Winners at the software infrastructure level:

Despite lower computational intensity, higher demand leads to opportunities for software vendors that provide the infrastructure for AI projects. This includes areas such as:

Data infrastructure (e.g. Confluent $CFLT (-8,35 %) )

Identity management (e.g. Okta $OKTA (-1,06 %) )

Observability tools (e.g. Datadog $DDOG (-1,15 %) )

Communication technology (e.g. Twilio $TWLO (+2,16 %) )

Browser integration and delivery (e.g. Cloudflare $NET (-0,48 %) )

Platforms for service desk AI projects (e.g. ServiceNow $NOW (+1,51 %) ) could also benefit, especially if they introduce a consumption-based pricing model that covers inference costs.