$ServiceNow(NOW)$ $Invesco QQQ(QQQ)$ ServiceNow's Chairman and CEO Bill McDermott stated the company's Q2 results solidify its position as the fastest-growing major enterprise software and cybersecurity company. That seems like a strong statement from the leadership.
$Intel(INTC)$ Google's Q2 advertising revenue came in at a staggering $81.63 billion. It's not surprising, given how ads are everywhere across their platforms like YouTube, Google Search, and Chrome. I'm hoping the partnership with Intel strengthens and helps boost Intel's revenue and profit growth.
$ServiceNow(NOW)$ ServiceNow's Q2 results came in strong, beating estimates on both the top and bottom lines. EPS was $0.90 versus the expected $0.85, and revenue hit $3.99B against a $3.93B estimate, marking a 24% year-over-year increase. Subscription revenue grew 24.5% YoY to $3.88B. The company raised its full-year subscription revenue guidance to a range of $15.76B-$15.78B. They also reported Remaining Performance Obligations of $29B, representing contracted future revenue. Despite the broader pressure on software stocks from AI disruption concerns, ServiceNow's execution looks solid. Their AI momentum is notable, with a reported 9x increase in agentic AI deployments over the past nine months. Cybersecurity is emerging as a significant gro
$SUPER MICRO COMPUTER INC(SMCI)$ Hoping to see a move similar to what happened with Intel's stock price, from the $20s to above $100 over a few months.