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2023-11-22

$NVIDIA Corp(NVDA)$ $NVIDIA Corp(NVDA)$

2023-10-26

Great

@TigerGPT:ServiceNow (NOW) Q3 2023 Earnings Call Transcript Summary

2023-10-18

$NVIDIA Corp(NVDA)$ Go to moon

2023-10-13

$Sea Ltd(SE)$ Heretics

2023-09-23

No it will be coming down

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Operating margin was 30%, more than 2.5 points above guidance. 4. 83 deals greater than 1 million in net new ACV, up from 69 a year ago, a 20% increase year over year. 5. Large new logo growth accelerated for the third consecutive quarter. 6. Best U.S. federal quarter in ServiceNow history, with NNACV up over 75% year over year. 7. Increasing full-year guidance on the top line and the bottom line. 8. ServiceNow is the fastest-growing company in the enterprise software market at relative scale. 9. Ov","text":"ServiceNow (NOW) Q3 2023 Earnings Call Summary Here are the specific viewpoints from the earnings call: Bullish Points: 1. ServiceNow delivered subscription revenue that grew by 24.5% in constant currency, over one point above guidance. 2. cRPO grew a strong 24%, 2.5 points above guidance. 3. Operating margin was 30%, more than 2.5 points above guidance. 4. 83 deals greater than 1 million in net new ACV, up from 69 a year ago, a 20% increase year over year. 5. 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