redarrowhead

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redarrowhead

redarrowhead

@redarrowhead

United States Katılım Nisan 2010
548 Takip Edilen268 Takipçiler
LongGameEquity
LongGameEquity@LongGameEquity·
$NOW +65% cost is NOT just Armis. Don't listen to bag holders crying. 🔹 Total Cost: $1.16B (+61% YoY) 🔹 Sub Cost: $1.03B (+65% YoY / +$405M) That +$405M: 🔹 People: +$115M 🔹 Infra: +$63M 🔹 Cloud: +$63M 🔹 Amortization: +$153M Armis = 38% of the spike. Not 100%. Cost won't trend down again until Q1'27+ Keep roasting me in the comments please 😂
LongGameEquity@LongGameEquity

$NOW CEO was once considered one of the best salesmen at Xerox. But are we being sold a story, or are we seeing real outcomes? The last earnings report wasn’t impressive: • Cost of revenue up 65% • SBC skyrocketing • Net income down Investors don’t need another sales pitch — we need results. 📉

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redarrowhead
redarrowhead@redarrowhead·
@evilturky It’s funny if you’re like really young I guess and haven’t been around that long
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redarrowhead
redarrowhead@redarrowhead·
@DoDeportations Easily debunked Homer never used such language In your other comments youre moving goal posts saying some other authors after Homer did
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Kaise
Kaise@liveforkaise·
hellooo home stream again
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redarrowhead
redarrowhead@redarrowhead·
@phl43 Only difference is that most of the white nationalists aren’t even white
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Nicholas Mugalli
Nicholas Mugalli@RealNickMugalli·
$NOW is going bankrupt within the next two years. Although it has been the best executing company in enterprise software for a decade, and it does not matter now. The product is workflow orchestration, routing tickets, managing approvals, coordinating tasks. That is the first category agentic AI deletes, because an agent does not need a ticket routed to it. It executes the task. ServiceNow’s revenue is a direct function of enterprise workflow complexity, and AI compresses that complexity permanently. Priced for perfection, structurally exposed at the core, and the renewal cliff hits its install base hardest in 2027–2028. The most dangerous stock in software because it is the one everyone agrees is safe…like $IBM and $ADBE it’ll be worthless. Again I’m not trash talking the company but if you see we’ve seen behind closed doors you’d understand what I mean. But the good news is that the market will show you before 2028. Stay away before it’s too late!
Nicholas Mugalli tweet media
Nicholas Mugalli@RealNickMugalli

Honestly no comment. If this isn’t the most bearish thing on SaaS. Idk what is. $NOW $ADBE $PLTR are all going to follow $IBM…full thesis below.

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Nicholas Mugalli
Nicholas Mugalli@RealNickMugalli·
There it is folks. Right on schedule. $NOW beat the quarter revenue $3.99B vs $3.93B, EPS 90c vs 85c and then guided the full year to $15.76–15.78B against a street at $16.19B. The top of the range is $400M below consensus. The “best” executing company in enterprise software just told you that its best case for this year is $400M short of what analysts modeled. This morning i told you exactly how this breaks. The quarter was never going to miss ServiceNow doesn’t miss quarters, that’s the whole reputation. The guide is where the truth lives however, because the guide is where management has to price what customers are telling them in renewal conversations right now. And what are customers telling them? Go read the Reddit threads…enterprise admins comparing renewal quotes with AI features bundled at up to 2x, features they never asked for. Do you mean to tell me not every customer wants to pay double for AI they can’t turn off? The guide just told you the answer. Forced AI bundles don’t show up as churn in the quarter. They show up as hesitation in the pipeline…deals that rescope, renewals that shrink, CIOs who say “let’s revisit in six months” because their agent pilot might make the whole module unnecessary. A $400M guide down at a company priced for perfection is not a macro comment. It’s the first measurable data point of the structural thesis…workflow orchestration revenue is a function of enterprise workflow complexity, agentic AI compresses that complexity permanently, and the compression shows up in guidance before it shows up in revenue. What was Adobe 18 months ago is now $NOW idc how the stock reacts tonight the destiny is the same
Nicholas Mugalli@RealNickMugalli

$NOW is going bankrupt within the next two years. Although it has been the best executing company in enterprise software for a decade, and it does not matter now. The product is workflow orchestration, routing tickets, managing approvals, coordinating tasks. That is the first category agentic AI deletes, because an agent does not need a ticket routed to it. It executes the task. ServiceNow’s revenue is a direct function of enterprise workflow complexity, and AI compresses that complexity permanently. Priced for perfection, structurally exposed at the core, and the renewal cliff hits its install base hardest in 2027–2028. The most dangerous stock in software because it is the one everyone agrees is safe…like $IBM and $ADBE it’ll be worthless. Again I’m not trash talking the company but if you see we’ve seen behind closed doors you’d understand what I mean. But the good news is that the market will show you before 2028. Stay away before it’s too late!

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BREADMAN
BREADMAN@Breadddman·
Service Now CEO is fuckin firing me up on this call $NOW
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joebiden
joebiden@joebidenbandme·
@MattWalshBlog You have tweeted 19 times and released a YouTube video about The Odyssey in two days. 19 tweets and a YouTube video of you bitching and moaning about a movie you didn't like. Normal people would just say they didn't l Ike it and move on, but nope you have to make it political
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Matt Walsh
Matt Walsh@MattWalshBlog·
Robert Pattinson is the only actor in the film who was having any fun with the role. The lone bright spot amid a slog of uninspired, bland, pointless performances.
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Avidya rehab
Avidya rehab@AvidyaRehab·
@MattWalshBlog Matt Walsh is going out of his way to sound like a butthurt little pussy lol.
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Courtney Conover
Courtney Conover@CourtneyLC80·
@MattWalshBlog Robert Pattinson is the best actor in Hollywood. And it's not even close. His biggest mistake was doing Twilight because his skills are too good for such garbage. I've seen him in all sorts of roles, from hero to despicable villain, and he floors me every time.
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redarrowhead
redarrowhead@redarrowhead·
@MattWalshBlog Youre film preferences and opinions aren’t very good to be honest You prefer things with very linear storylines and little depth
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redarrowhead
redarrowhead@redarrowhead·
The EU commission when euros ask to cool their homes by 1 degree C in the middle of the summer
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Jacob
Jacob@Jacobtheclipper·
Just watched Odyssey (no spoilers) Can someone explain to me: 1. Why Nolan used a biological female as a male character? 2. Majority of the actors were speaking modern English with an American accent. Telemachus (played by Tom Holland) refers to his father Odysseus (Matt Damon) as "dad" 🤦🏻‍♂️ Troy and Gladiator are far superior films in this genre. I really don’t understand this movies’ hype.. It’s a 7.5/10 for me, worth a watch but not life changing like some of y’all been saying
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redarrowhead
redarrowhead@redarrowhead·
@AIStockSavvy Now I understand why government officials have been buying this stock
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NOW ServiceNow Expands AI Platform Across Nearly All 50 U.S. States 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ Nearly all 𝗨.𝗦. 𝘀𝘁𝗮𝘁𝗲𝘀 now use ServiceNow’s AI Platform. ➤ ServiceNow also serves approximately 𝟵𝟬% of the Fortune 500. ➤ California uses AI to improve 𝗵𝗼𝘂𝘀𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 support. ➤ Hawaii launched its shared platform in just 𝘀𝗶𝘅 𝘄𝗲𝗲𝗸𝘀. ➤ Raleigh reduced service desk costs by 𝟲𝟲%. ➤ Raleigh recovered more than 𝟭,𝟯𝟬𝟬 staff hours annually. ➤ Raleigh AI agents resolve nearly 𝗵𝗮𝗹𝗳 of IT requests. ➤ Washington, D.C. targets 𝟲𝟬% faster grants processing. ➤ AI Control Tower supports oversight of models and agents. ➤ Platform maintains 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁-𝗴𝗿𝗮𝗱𝗲 security across systems. 👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀: 𝗠𝗶𝗸𝗲 𝗛𝘂𝗿𝘁, Group Vice President of U.S. Public Sector at ServiceNow: “State and local leaders are redefining what government can deliver, and ServiceNow is proud to be the platform making it possible. We bring AI that's governed by design through our AI Control Tower, built to scale across agency missions, and designed to keep humans in the loop so agencies can earn and keep the citizen trust their missions depend on.” 𝗗𝗮𝗿𝗿𝗲𝗻 𝗖𝗮𝗻𝘁𝗿𝗶𝗹𝗹, Information System Manager, State of Hawaii: “Our ServiceNow AI Platform represents the new path we're charting for the future of government in Hawaii. In just six weeks, we built a shared enterprise service platform that's already changing how agencies collaborate and how quickly we can respond to the people we serve. This is just the beginning of our modernization journey, creating a foundation that agencies across Hawaii can continue to build upon.” 𝗠𝗮𝗿𝗸 𝗪𝗶𝘁𝘁𝗲𝗻𝗯𝘂𝗿𝗴, Chief Information Officer, City of Raleigh: “We are a long-time ServiceNow customer and we've continued to expand our use of the platform to transform how we serve both employees and our community. Today, ServiceNow AI agents are autonomously resolving nearly half of our IT support requests, and our goal is to reach 85% as we continue to automate routine work and empower our teams to focus on more complex, high-value services. Together, we're building a more efficient, responsive government while taking a thoughtful, responsible approach to AI that puts people first.” 𝗦𝘁𝗲𝗽𝗵𝗲𝗻 𝗡. 𝗠𝗶𝗹𝗹𝗲𝗿, Chief Technology Officer, District of Columbia: “Our goal is to make DC Government simpler on the front end and smarter on the back end. With the ServiceNow AI Platform, we're creating one unified front door for employee requests, so our workforce can spend less time navigating systems and more time serving the District. On that same platform, we're reimagining grants management, where we expect to reduce processing time by 60 percent. All of this is built on the foundation of DC's AI Values—and with AI Control Tower giving us visibility across every AI agent and model in production, we're building government that's simpler, faster, and more trusted.”
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