Built To Last? Understanding The Foundation Supporting The Growth Of AI [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
Large companies are predominantly funding substantial AI-related capex from internal free cash flow. We believe investors should focus on durable beneficiaries of AI while avoiding purely speculative bets. Getty Images Over the past several years, AI has driven a powerful investment cycle, and companies viewed as AI leaders have seen their stock prices move higher. While today's AI enthusiasm shares some characteristics with prior technology-related bubbles, such as elevated market concentration This article was written by Quick Insights Unlike 1999's overbuilt dark fiber, today's AI capex is demand-driven, with infrastructure deployed at or near full utilization and funded by strong free cash flow. ServiceNow, Tyler Technologies, and Intuit are favored for their durable growth and fundamentals, trading at more reasonable valuations than PLTR. We maintain a balanced large-cap growth portfolio, prioritizing structurally advantaged companies benefiting from AI adoption,
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NOW
News
- ServiceNow Agrees To Buy Veza To Govern AI Agent Permissions At Scale [Forbes]Forbes
- ServiceNow (NOW): Reassessing Valuation After Recent Share Price Rebound and Long-Term Gains [Yahoo! Finance]Yahoo! Finance
- ServiceNow (NOW) Deepens Its Long-Term Commitment to Canada with CA$110 Million Investment; Analysts Remain Bullish [Yahoo! Finance]Yahoo! Finance
- 3E and ServiceNow Announce Partnership to Provide Chemical Management Solution [Yahoo! Finance]Yahoo! Finance
- Agentic AI is accelerating the evolution of ServiceNow services models [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 10/29/25 - Beat
NOW
Sec Filings
- 12/9/25 - Form 4
- 12/5/25 - Form 8-K
- 12/5/25 - Form 144
- NOW's page on the SEC website