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14:00
Jul 22 ◎
Bill McDermott Chairman and Chief Executive Officer, ServiceNow, Inc. NOW Q2 FY26 call
ServiceNow is integrating its AI Control Tower with Microsoft's agent platform, indicating strategic co-opetition that reinforces ServiceNow's governance layer regardless of underlying agents.
MSFT
HIGH
17:00
Jan 28 ◎
Bill McDermott Chairman and CEO, ServiceNow, Inc. NOW Q4 FY25 call
ServiceNow is guiding to a 1.5 ppt headwind in Q1 from the shift of on-prem to hosted revenue, partly due to strong adoption of hyperscaler offerings, but expects this to normalize over time. — The shift to hyperscaler infrastructure temporarily depresses gross margins but signals deeper cloud partnerships and eventual margin recovery with scale.
MSFT
HIGH

About MSFT Analyst Coverage

Buzzberg tracks MSFT (Microsoft Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Bill McDermott.