Browsing Tag
ServiceNow
57 posts
ServiceNow (NYSE: NOW) raises AI contract target to $1.7bn, but shares plunge 17% after hours
ServiceNow reported 21% subscription revenue growth and raised its AI annual contract value target, but sharply lower GAAP margins and rising acquisition-related costs complicated the earnings picture. The results highlight the difference between commercial AI momentum and the profitability investors can expect from the expanded business.
November 2, 2026
Tech Mahindra Q2 FY27 results: Profit jumps 33% as $1bn deal wins support turnaround
Tech Mahindra reported ₹16,180 crore in quarterly revenue, a 14.8% operating margin and its fourth consecutive quarter of more than $1 billion in new deal wins. But declining free cash flow and uneven growth across business segments show that its turnaround still faces an important test as management pursues a 15% margin objective.
October 16, 2026
Cognizant (CTSH) stock gains 43% in July as AI strategy strengthens Q2 growth
Cognizant’s Q2 growth and AI strategy lifted $CTSH 43% in July, but weaker quarterly bookings and acquisition debt keep execution risks firmly in focus.
August 3, 2026
Boardwalktech reports fiscal 2026 revenue drop as AI platform build-out completes
Boardwalktech's FY26 revenue fell 25% to $3.6 million as cash thinned to $140 thousand, with the completed AI platform now facing a decisive FY27 test.
August 2, 2026
DXC Technology and ElevenLabs target production-scale voice AI for global enterprises
DXC and ElevenLabs target enterprise voice AI at scale, but bookings, revenue conversion and production deployments will determine the financial payoff.
July 28, 2026
Salesforce’s Fin acquisition sharpens AI-agent push as CRM trades near 52-week low
Find out how Salesforce’s $3.6bn Fin acquisition could reshape Agentforce, CRM stock sentiment and AI customer-service automation.
June 17, 2026
Can Workday and Google Cloud make enterprise AI agents useful before the hype runs out?
Workday and Google Cloud are pushing AI agents into HR and finance workflows. The strategic test is whether Gemini can make Workday stickier.
May 31, 2026
Kellton Tech FY26 results: Can AI-led services offset margin pressure as KELLTONTEC tries to rebuild investor confidence?
Read how Kellton Tech FY26 results, AI-led client wins and KELLTONTEC stock sentiment could shape the company’s FY27 outlook.
May 31, 2026
Dell Technologies expands NVIDIA AI Factory strategy as enterprises face the real cost of agentic AI
Dell Technologies expands its NVIDIA AI Factory push to local agents, AI data and rack systems. Find out what it means for enterprise AI.
May 20, 2026
EXPN share price climbs as Experian and ServiceNow launch agentic AI partnership ahead of May 20 results
Experian's stock has lagged the FTSE All-Share by 33%, but the operational numbers say something else. ServiceNow just signed up. Wednesday is the test.
May 16, 2026