ServiceNow earnings beat lifts analyst targets; AI contract value eyes $1.5B by 2026 and cybersecurity tops $1B.

At this time, I would like to welcome everyone to the ServiceNow Second Quarter 2026 Earnings Conference Call. [Operator Instructions] We will now turn the conference over to Darren Yip, Senior Vice ...

Designed and produced by Ryan Best, Ethan Douglas, Emily Giambalvo, K.K. Rebecca Lai, Thomas Oide, Yuriko Schumacher, Ethan Singer and Jonah Smith. Additional work by Dan Goldfarb, Pasha Haysanuk, ...

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded here. In April, several ...

If anything, 2026 has made clear that cybersecurity is no longer a background concern — it’s front and center, woven into almost every major story of the year. Yes, wars are still raging, the climate ...

Many investors view AI as a major growth opportunity for ServiceNow. However, if future AI systems automate more business processes independently, companies may need fewer traditional workflows. The ...

Most browser automation runs from the outside. Playwright, Puppeteer, Selenium, and browser-use all drive a browser from an external process. They read the page through screenshots or the Chrome ...

Cybersecurity researchers have flagged a new multi-stage malware delivery attack chain that uses social engineering and Blogger pages to deliver an information stealer called PureLogs. The activity ...

Furthermore, DiFucci sees ServiceNow stock as an "attractive opportunity" based on its current valuation. Currently, ServiceNow stock is trading at 18.5 times operating cash flow, a discount to its ...

Buy META. The report turns Meta’s AI capex from a cost center into a potential revenue engine by monetizing excess compute and hosted models (AWS Bedrock-like). The 10.6% jump is the market repricing ...