AI-driven growth, $1B Now Assist ACV watch, margins and cRPO catalysts, plus key risks. See here for more details.

A career that has spanned the London ad scene to cash and carry to tech talent, overcoming cancer along the way.

NOW trades at $95, having fallen 52% in a year, yet our model projects $305 by June 2027, implying a 221% gain. Salesforce faces the same AI-native pricing headwinds, confirming the selloff is a ...

SANTA CLARA — Several tech firms disclosed plans to chop hundreds of jobs in the Bay Area in fresh disclosures that show the pace of layoffs this year is running ahead of last year’s totals. Related ...

ServiceNow (NOW) trounces Palantir (PLTR) on valuation with a forward P/E of 21 vs. 105 and nearly double the free cash flow. Palantir's beta of 1.52 and $684M in annual stock dilution disqualify it ...

If you’ve ever wished Ableton’s DAW had a specific feature, now you can hack it together in JavaScript. If you’ve ever wished Ableton’s DAW had a specific feature, now you can hack it together in ...

The Silicon Valley software giant’s shares soared 14.4 percent on Friday to $124.37, up $15.64. That marked a third consecutive day of impressive gains, including Thursday’s 6.47 percent jump on heavy ...

ServiceNow investors (NOW) have a good May to look back on as we enter the final week of the month. After seeing the stock take a tumble in April, it seems like the worst selling pressure is behind us ...

Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, ...

A system that thousands of schools and universities use was offline Thursday due to a cyberattack, creating chaos as students tried to study for finals and underscoring education's dependence on ...

ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...

Public education in the United States was envisioned as a great equalizer: a way for every child, regardless of circumstance, to have a fair chance at a fulfilling life. In practice, however, that ...