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"title": "Cracker Barrel Stock: The Road To Relevance Goes Through Five Pillars (NASDAQ:CBRL)",
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"snippet": "helen89/iStock Editorial via Getty Images\n\nIntroduction and operational developments\n\nToday we're going to analyze a chain of full-service restaurants that, acc...",
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"highlight": "I'm talking about <em>Cracker</em> <em>Barrel</em> <em>Old</em> <em>Country</em> <em>Store</em> (<em>NASDAQ:CBRL</em>), a very interesting concept which combines rustic elements, country comfort food and a gift shop for each store.\n\nUntil the last quarter, Cracker had 658 units spread across the country. It is interesting to note that the number of Cracker units has been decreasing.",
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"title": "Q2 2024 Donegal Group Inc Earnings Call (Pre-recorded) Transcript",
"description": "Jul 25, 2024 / 12:30PM GMTKarin Daly - Donegal Group Inc - Vice President Good morning and thank you for joining us today. This morning, Donegal Group issued it",
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"snippet": "Jul 25, 2024 / 12:30PM GMT\n\nKarin Daly - Donegal Group Inc - Vice President\n\n\n\nGood morning and thank you for joining us today. This morning, Donegal Group issu...",
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"highlight": "Jul 25, 2024 / 12:30PM GMT\n\nKarin Daly - <em>Donegal</em> <em>Group</em> <em>Inc</em> - Vice President\n\n\n\nGood morning and thank you for joining us today. This morning, <em>Donegal</em> Group issued its Second Quarter 2024 Earnings Release outlining its results.",
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"highlight": "Jul 25, 2024 / 12:30PM GMT\n\nKarin Daly - <em>Donegal</em> <em>Group</em> <em>Inc</em> - Vice President\n\n\n\nGood morning and thank you for joining us today. This morning, <em>Donegal</em> Group issued its Second Quarter 2024 Earnings Release outlining its results.",
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"title": "Q2 2024 Ensign Group Inc Earnings Call Transcript",
"description": "Jul 26, 2024 / 05:00PM GMTOperator Hello, and welcome to The Ensign Group Inc Q2 2024 earnings call. At this time, I would like to turn the call over to Mr. Kee",
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"snippet": "Jul 26, 2024 / 05:00PM GMT\n\nOperator\n\n\n\nHello, and welcome to The Ensign Group Inc Q2 2024 earnings call.\n\n\n\nAt this time, I would like to turn the call over to...",
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"highlight": "Jul 26, 2024 / 05:00PM GMT\n\nOperator\n\n\n\nHello, and welcome to <em>The</em> <em>Ensign</em> <em>Group</em> <em>Inc</em> Q2 2024 earnings call.\n\n\n\nAt this time, I would like to turn the call over to Mr. Keetch. Please go ahead.\n\n\n\nChad Keetch - Ensign Group Inc - Executive Vice President, Chief Investment Officer, Secretary\n\n\n\nThank you, operator, and welcome everyone.",
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"highlight": "Jul 26, 2024 / 02:00PM GMT\n\nOperator\n\n\n\nGood morning, and welcome to the <em>Erie</em> <em>Indemnity</em> <em>Company</em> second quarter 2024 earnings conference call. This call is pre-recorded and there will be no question and answer session following the recording.",
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"title": "Q2 2024 Aon PLC Earnings Call Transcript",
"description": "Jul 26, 2024 / 12:30PM GMTOperator Okay, good morning and thank you for holding, and welcome to Aon plc's second quarter 2024 conference call. (Operator Instruc",
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"snippet": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nOkay, good morning and thank you for holding, and welcome to Aon plc's second quarter 2024 conference call. (Operator In...",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nOkay, good morning and thank you for holding, and welcome to <em>Aon</em> plc's second quarter 2024 conference call.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nOkay, good morning and thank you for holding, and welcome to <em>Aon</em> plc's second quarter 2024 conference call.",
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"highlight": "Now it is my pleasure to turn the call over to Greg Case, CEO of <em>Aon</em> <em>plc</em>.\n\n\n\nGreg Case - <em>Aon</em> <em>PLC</em> - Chief Executive Officer, Director\n\n\n\nGood morning, everyone. Welcome to our second quarter conference call. I'm joined by Christa Davies, our CFO; and Eric Andersen, our president.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nOkay, good morning and thank you for holding, and welcome to <em>Aon</em> plc's second quarter 2024 conference call.",
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"highlight": "Now it is my pleasure to turn the call over to Greg Case, CEO of <em>Aon</em> <em>plc</em>.\n\n\n\nGreg Case - <em>Aon</em> <em>PLC</em> - Chief Executive Officer, Director\n\n\n\nGood morning, everyone. Welcome to our second quarter conference call. I'm joined by Christa Davies, our CFO; and Eric Andersen, our president.",
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"title": "Q2 2024 Centene Corp Earnings Call Transcript",
"description": "Jul 26, 2024 / 12:30PM GMTOperator Good morning everyone and welcome to the Centene Corporation 2024 second quarter financial results conference call. All parti",
"keywords": "GuruFocus, Article, News, GuruFocus Research, NYSE:CNC",
"snippet": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nGood morning everyone and welcome to the Centene Corporation 2024 second quarter financial results conference call. All ...",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nGood morning everyone and welcome to the <em>Centene</em> <em>Corporation</em> 2024 second quarter financial results conference call. All participants will be in a listen-only mode. (Operator Instructions) Please note, today's event is being recorded.",
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"highlight": "Jennifer Gilligan - <em>Centene</em> Corp - SVP, Finance and Investor Relations\n\n\n\nThank you, Jamie and good morning everyone. Thank you for joining us on our second quarter 2024 earnings release conference call.",
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"highlight": "Sarah London, Chief Executive Officer, Andrew Asher, Executive Vice President and Chief Financial Officer of <em>Centene</em> will host this morningâs call, which also can be accessed through our website at centence.com. Ken Fasola, Centene's President and Jon Dinesman our Head of External Affairs will also be available as participants during Q&A.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nGood morning everyone and welcome to the <em>Centene</em> <em>Corporation</em> 2024 second quarter financial results conference call. All participants will be in a listen-only mode. (Operator Instructions) Please note, today's event is being recorded.",
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"highlight": "Jennifer Gilligan - <em>Centene</em> Corp - SVP, Finance and Investor Relations\n\n\n\nThank you, Jamie and good morning everyone. Thank you for joining us on our second quarter 2024 earnings release conference call.",
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"highlight": "Sarah London, Chief Executive Officer, Andrew Asher, Executive Vice President and Chief Financial Officer of <em>Centene</em> will host this morningâs call, which also can be accessed through our website at centence.com. Ken Fasola, Centene's President and Jon Dinesman our Head of External Affairs will also be available as participants during Q&A.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nGood morning everyone and welcome to the <em>Centene</em> <em>Corporation</em> 2024 second quarter financial results conference call. All participants will be in a listen-only mode. (Operator Instructions) Please note, today's event is being recorded.",
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"highlight": "Jennifer Gilligan - <em>Centene</em> Corp - SVP, Finance and Investor Relations\n\n\n\nThank you, Jamie and good morning everyone. Thank you for joining us on our second quarter 2024 earnings release conference call.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nGood morning everyone and welcome to the <em>Centene</em> <em>Corporation</em> 2024 second quarter financial results conference call. All participants will be in a listen-only mode. (Operator Instructions) Please note, today's event is being recorded.",
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"snippet": "Jul 26, 2024 / 12:00PM GMT\n\nOperator\n\n\n\nGood morning. My name is Emily, and Iâll be your conference operator today. At this time, I would like to welcome every...",
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"highlight": "Christina Jones - <em>Avantor</em> <em>Inc</em> - Vice President, Investor Relations\n\n\n\nGood morning. Thank you for joining us. Our speakers today are Michael Stubblefield, President and Chief Executive Officer; and Brent Jones, Executive Vice President and Chief Financial Officer.",
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"highlight": "Christina Jones - <em>Avantor</em> <em>Inc</em> - Vice President, Investor Relations\n\n\n\nGood morning. Thank you for joining us. Our speakers today are Michael Stubblefield, President and Chief Executive Officer; and Brent Jones, Executive Vice President and Chief Financial Officer.",
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"highlight": "Jul 26, 2024 / 12:30PM GMT\n\nOperator\n\n\n\nHello, and welcome to the <em>Charter</em> <em>Communications</em> second quarter investor call. (Operator Instructions) Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time.\n\n\n\nI'll now turn over the call to Stefan Anninger.",
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"highlight": "Negative Points\n\n<em>Orchid</em> <em>Island</em> <em>Capital</em> <em>Inc</em> (ORC) reported a net loss of $0.09 per share for the quarter, compared to an income of $0.38 in the previous quarter.\n\nBook value declined by approximately 5.9%, from $9.12 to $8.58.\n\nTotal return for the quarter was slightly under negative 2%.",
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"highlight": "Positive Points\n\n<em>Liberty</em> <em>Global</em> Ltd (<em>LBTYA</em>, Financial) is on track with the Sunrise spin-off, expected to deliver a significant dividend to shareholders.\n\nThe company has announced a comprehensive agreement with Vodafone in the UK, strengthening their mobile network sharing agreement.",
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"highlight": "<em>Liberty</em> <em>Global</em> Ltd (<em>LBTYA</em>) has reached 5 million fiber homes across VMO2 and nexfibre, with plans to accelerate the build-out.\n\nThe company has successfully executed $650 million in asset sales over the last six months, supporting deleveraging and strategic investments.",
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"highlight": "Q & A Highlights\n\nHighlights from <em>Signify</em> NV (<em>PHPPY</em>, Financial) Q2 2024 Earnings Call\n\nQ: Can you provide some indication on how organic growth will trend in the second half of the year?\n\nA: Eric Rondolat, CEO: We expect a sequential improvement in organic growth in the second half, driven by the OEM and consumer businesses, excluding China.",
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"highlight": "<em>Nvidia</em> is now down 16.2% over 12 sessions, with the SOX sinking 13.6%. The Nasdaq 100 has declined 8.0%. Meanwhile, the Goldman Sachs short index has gained 9.0%. The KBW Regional Bank Index has surged 18.7%. The small cap Russell 2000 has risen 10.2%, versus the 3.1% decline in the S&P 500.\n\nThese big moves have a common thread.",
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"highlight": "On Saturday, <em>Microsoft</em> said about 8.5 million Windows devices had been affected, and the U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify.\"",
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"highlight": "Fortune 500 companies, excluding <em>Microsoft</em>, will face $5.4 billion in financial losses from the recent CrowdStrike outage, insurer Parametrix said… CrowdStrike's faulty update to its security software crashed computers powered by Microsoft's Windows operating system, disrupting internet services across the globe and affecting a broad swathe of industries",
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"highlight": "The national median existing-home price in June rose to $426,900… and a 4.1% increase from a year earlier… More than one-third of home sales in June went for more than their list price, according to… <em>Redfin</em>.\"",
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"highlight": "'The fiscal reform plan reads more like a realistic but marginal remedy with the grip on local government debt still tight,' <em>Citigroup</em> <em>Inc</em>. economists including Yu Xiangrong wrote…\"\n\nJuly 21 - Bloomberg: \"President Xi Jinping unveiled sweeping plans to bolster the finances of China's indebted local governments, as the ruling Communist Party announced",
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"highlight": "July 23 - Wall Street Journal (Jonathan Weil): \"<em>Ally</em> <em>Financial</em> has joined the ranks of banks doing deals known as synthetic credit-risk transfers. These deals-for a price-might make lenders look less risky for certain purposes. They don't transfer any loans off their books. Behold the wonder of structured finance.",
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"highlight": "July 24 - Bloomberg (John Gittelsohn and Patrick Clark): \"<em>Blackstone</em> <em>Mortgage</em> <em>Trust</em> <em>Inc</em>., which provides financing for commercial real estate, is cutting its dividend by 24% as defaults increase and borrowers struggle to make payments or refinance their loans.",
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"highlight": "Mexican peso to the Australian and New Zealand dollars… 'This week has seen more pronounced unwinding of carry trades, underscoring the concentration of short JPY (Japanese yen) positioning that is now facing more intense pressure from MOF (Finance Ministry) intervention to support JPY,' said Richard Franulovich, head of foreign exchange strategy at <em>Westpac</em>",
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"highlight": "<em>Banking</em>.",
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"highlight": "Two factors are now emerging as important explanations for why the powerful but predictable storm caused so much disruption: a shortage of workers at <em>CenterPoint</em> <em>Energy</em>… and the company's limited management of vegetation growing alongside electricity poles and power lines.\"",
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"highlight": "Six agencies, including the Justice and Treasury departments, have lease expirations between 2024 and 2027 in which they are expected to give up close to 600,000 square feet, according to <em>Cushman</em> & <em>Wakefield</em>.\"",
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"highlight": "Two factors are now emerging as important explanations for why the powerful but predictable storm caused so much disruption: a shortage of workers at <em>CenterPoint</em> <em>Energy</em>… and the company's limited management of vegetation growing alongside electricity poles and power lines.\"",
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"highlight": "Bubble and Mania Watch:\n\nJuly 25 - Bloomberg (Amy Or): \"For Wall Street's investment bankers, a deepening tech-stock selloff is threatening to worsen a painful reality: Investors just aren't clamoring to get in on the industry's next big IPO… <em>Jefferies</em> <em>Financial</em> <em>Group</em> <em>Inc</em>.'",
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{
"highlight": "<em>The</em> <em>Goldman</em> <em>Sachs</em> Short Index surged 4.0% on the 11th. The KBW Regional Bank Index jumped 4.1%, with the Homebuilders ETF (XHB) rising 5.9%. The small cap Russell 2000 rose 3.6%, diverging notably from the S&P 500's 0.9% decline.\n\nNvidia is now down 16.2% over 12 sessions, with the SOX sinking 13.6%. The Nasdaq 100 has declined 8.0%.",
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"highlight": "Meanwhile, <em>the</em> <em>Goldman</em> <em>Sachs</em> short index has gained 9.0%. The KBW Regional Bank Index has surged 18.7%. The small cap Russell 2000 has risen 10.2%, versus the 3.1% decline in the S&P 500.\n\nThese big moves have a common thread. It's no coincidence that tech stocks retreated as the yen surged.",
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"highlight": "<em>S</em>&<em>P</em> <em>Global</em> said… its flash U.S. Composite PMI Output Index, which tracks the manufacturing and services sectors, edged up to 55.0 this month.",
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"highlight": "Europe Watch:\n\nJuly 23 - Reuters (Jonathan Cable): \"Growth in euro zone business activity stalled this month as a tepid expansion in the bloc's dominant services industry failed to offset a deeper downturn among manufacturers, a survey showed… HCOB's preliminary composite Purchasing Managers' Index, compiled by <em>S</em>&<em>P</em> <em>Global</em>, dropped to 50.1 this month",
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"highlight": "Now, it boasts relatively high levels of unsold properties, according to <em>PulteGroup</em>… CEO Ryan Marshall responded to an analyst question about whether he was concerned about an uptick in existing home inventory in certain markets, such as Florida and Texas.",
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"highlight": "A file named 'crowdstrike-hotfix.zip' was being distributed that included malware enabling hackers to remotely control or monitor a user's device…\"\n\nJuly 24 - Reuters (James <em>Pearson</em>): \"A software bug in CrowdStrike's quality-control system caused the software update that crashed computers globally last week, the U.S. firm said…, as losses mount following",
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{
"uuid": "264f80ac-d932-4add-a7ed-401b441b92c8",
"title": "1 Growth Stock Down 59% to Buy Right Now",
"description": "Want to add massive growth to your portfolio? This battered stock has it all.",
"keywords": "",
"snippet": "Warren Buffett believes in buying great businesses, even if that means paying a small premium. On countless occasions, he has purchased shares in a company only...",
"url": "https://finance.yahoo.com/news/1-growth-stock-down-59-083000797.html",
"image_url": "https://media.zenfs.com/en/motleyfool.com/13b602811da526dfb1ad556f1cdbacd8",
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"highlight": "That possibility is currently a reality with <em>Shopify</em> (<em>NYSE</em>: <em>SHOP</em>) stock, which is down 59% over the past three years. There are two main reasons this company should join your portfolio today.\n\n<em>Shopify</em> is a growth superstar\n\nConsider iconic companies like Visa, Meta Platforms, and Amazon. These businesses all benefit from network effects.",
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"highlight": "When it comes to network effects, <em>Shopify</em> is right up there with Visa, Amazon, and Meta Platforms. At its core, <em>Shopify</em> is an e-commerce company. But it doesn't sell directly to consumers. Instead, it powers the software that allows more than 1 million retailers to sell online.",
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"highlight": "In a few clicks, anyone can begin selling online, with design, inventory, payment, and advertising capabilities built right into their <em>Shopify</em>-powered website. According to Statista, <em>Shopify</em> controls 28% of the U.S. market for e-commerce platforms -- almost as much as the next two competitors combined.",
"sentiment": 0,
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"highlight": "<em>Shopify</em> has addressed this concern by allowing any outside developer to build out functionality for the platform. These new features are monetized and the creator gets paid whenever a <em>Shopify</em> user leverages their creation. Developers want to contribute to a platform that grants them the best chance of getting paid.",
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"highlight": "As the market leader with the most users, <em>Shopify</em> is an attractive choice, especially since developers keep 100% of their revenue generation up to the first $1 million in earnings. Because <em>Shopify</em> is the most attractive platform for developers, it has an edge in adding new features and capabilities.",
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"highlight": "However, a sizable share will also be directed to individual e-commerce sites, such as those powered by <em>Shopify</em>. As mentioned, e-commerce platforms that make sellers the most money will win long-term. As the largest competitor, <em>Shopify</em> has more investable funds than the competition.",
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"highlight": "But as we've learned, the massive and growing e-commerce market gives <em>Shopify</em> the benefit of a long-term rising tide. Network effects, meanwhile, will allow it to outpace this underlying market growth.\n\nBased on next year's sales, <em>Shopify</em> trades at just 7.9 times sales.",
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"highlight": "But as Warren Buffett advises, paying a premium for a high-quality company like <em>Shopify</em> is usually a wise decision. Just make sure your investment horizon is long enough to stomach the volatility.\n\nShould you invest $1,000 in <em>Shopify</em> right now?",
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"highlight": "Before you buy stock in <em>Shopify</em>, consider this:\n\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and <em>Shopify</em> wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.",
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"highlight": "Ryan Vanzo has positions in <em>Shopify</em>. The Motley Fool has positions in and recommends Amazon, Meta Platforms, <em>Shopify</em>, and Visa. The Motley Fool has a disclosure policy.\n\n1 Growth Stock Down 59% to Buy Right Now was originally published by The Motley Fool",
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"title": "Look At Gilead Sciences Stock After Its Recent Weakness (NASDAQ:GILD)",
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"snippet": "Lubo Ivanko/iStock Editorial via Getty Images\n\nGilead Sciences (NASDAQ:GILD) has dropped 15% YTD substantially underperforming the market. We last discussed the...",
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"highlight": "Lubo Ivanko/iStock Editorial via Getty Images\n\n<em>Gilead</em> <em>Sciences</em> (<em>NASDAQ:GILD</em>) has dropped 15% YTD substantially underperforming the market. We last discussed the company two months, discussing how it was turning itself around.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> 1Q 2024 Takeaways\n\nThe company had a financially strong 1Q 2024, with some disappointing in trial results such as Trodelvy.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company managed to grow non-Veklury product sales YoY.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> 2024 Milestones\n\nThe company has a number of exciting milestones in 2024.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nEspecially important are some tough results the company has had with Trodelvy that led to a 10% price drop early in the year.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> Segment Performance\n\nFrom a segment perspective, the company continues to be carried by having the strongest HIV business in the world.",
"sentiment": 0.4404,
"highlighted_in": "main_text"
},
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"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nMost of this comes in the U.S., where the company has strong pricing power, but Europe and other international markets continue to provide billions in annual revenue.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nIn cancer, where the company is hoping for long-term strength, annual product sales have crossed $3 billion. Backed by more than $40 billion in acquisitions, the company needs sales to be double that, to justify the investment over the long-term.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
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"highlight": "<em>Gilead</em> <em>Sciences</em> Financial Performance\n\nThe company saw YoY growth even though it saw QoQ weakness.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThat was partially impacted by a decline in Veklury, with most of the QoQ impact caused by HIV. The company saw more than $6.6 billion in quarterly revenue, which supports a strong guidance for 2024.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company expects total product sales of $27.3 billion with weak Veklury sales of $1.3 billion and product sales of $26 billion. The company expects to have a strong gross margin, with IPR&D caused by its recent acquisition of CymaBay.",
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"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company has remained committed to shareholder returns. It has $25 billion in net debt which it's kept roughly constant, and its 2.7% dividend increase keeps its yield at more than 4% at current prices.",
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"highlighted_in": "main_text"
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"highlight": "Conclusion\n\n<em>Gilead</em> <em>Sciences</em> has an impressive portfolio of assets. The company has had some missteps with tens of billions of dollars in acquisitions, but at this point it's priced into the company's share price.",
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},
{
"highlight": "Look At <em>Gilead</em> <em>Sciences</em> Stock After Its Recent Weakness (<em>NASDAQ:GILD</em>)",
"sentiment": -0.4215,
"highlighted_in": "title"
}
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"country": "ar",
"type": "equity",
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"highlights": [
{
"highlight": "Lubo Ivanko/iStock Editorial via Getty Images\n\n<em>Gilead</em> <em>Sciences</em> (NASDAQ:GILD) has dropped 15% YTD substantially underperforming the market. We last discussed the company two months, discussing how it was turning itself around.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> 1Q 2024 Takeaways\n\nThe company had a financially strong 1Q 2024, with some disappointing in trial results such as Trodelvy.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company managed to grow non-Veklury product sales YoY.",
"sentiment": 0.0258,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> 2024 Milestones\n\nThe company has a number of exciting milestones in 2024.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nEspecially important are some tough results the company has had with Trodelvy that led to a 10% price drop early in the year.",
"sentiment": 0.4522,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Segment Performance\n\nFrom a segment perspective, the company continues to be carried by having the strongest HIV business in the world.",
"sentiment": 0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nMost of this comes in the U.S., where the company has strong pricing power, but Europe and other international markets continue to provide billions in annual revenue.",
"sentiment": 0.2846,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nIn cancer, where the company is hoping for long-term strength, annual product sales have crossed $3 billion. Backed by more than $40 billion in acquisitions, the company needs sales to be double that, to justify the investment over the long-term.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Financial Performance\n\nThe company saw YoY growth even though it saw QoQ weakness.\n\n<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThat was partially impacted by a decline in Veklury, with most of the QoQ impact caused by HIV. The company saw more than $6.6 billion in quarterly revenue, which supports a strong guidance for 2024.",
"sentiment": 0.6808,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company expects total product sales of $27.3 billion with weak Veklury sales of $1.3 billion and product sales of $26 billion. The company expects to have a strong gross margin, with IPR&D caused by its recent acquisition of CymaBay.",
"sentiment": -0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Gilead</em> <em>Sciences</em> Investor Presentation\n\nThe company has remained committed to shareholder returns. It has $25 billion in net debt which it's kept roughly constant, and its 2.7% dividend increase keeps its yield at more than 4% at current prices.",
"sentiment": 0.2263,
"highlighted_in": "main_text"
},
{
"highlight": "Conclusion\n\n<em>Gilead</em> <em>Sciences</em> has an impressive portfolio of assets. The company has had some missteps with tens of billions of dollars in acquisitions, but at this point it's priced into the company's share price.",
"sentiment": 0.6486,
"highlighted_in": "main_text"
},
{
"highlight": "Look At <em>Gilead</em> <em>Sciences</em> Stock After Its Recent Weakness (NASDAQ:GILD)",
"sentiment": -0.4215,
"highlighted_in": "title"
}
]
}
]
},
{
"uuid": "c63fc2e3-9217-40f3-9f3b-c97c8de070c6",
"title": "ServiceNow Stock: A Realistic Projection Of How Big It Can Become (NYSE:NOW)",
"description": "ServiceNow stocks offer potential for growth with a strong business model. See why NOW stock is a buy with a potential return of around 8.8%.",
"keywords": "",
"snippet": "Sundry Photography\n\nExecutive Summary\n\nDespite the recent strong stock performance, ServiceNow (NYSE:NOW) stocks are still trading around their fair market pric...",
"url": "https://seekingalpha.com/article/4707392-servicenow-a-realistic-projection-of-how-big-it-can-become",
"image_url": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1173020463/image_1173020463.jpg?io=getty-c-w1536",
"language": "en",
"published_at": "2024-07-27T07:17:10.000000Z",
"source": "seekingalpha.com",
"relevance_score": null,
"entities": [
{
"symbol": "ADBE",
"name": "Adobe Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 4.067259,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° <em>Adobe</em> <em>Inc</em>. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ADSK",
"name": "Autodesk, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 7.703131,
"sentiment_score": 0,
"highlights": [
{
"highlight": "34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° <em>Autodesk</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index)",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ZM",
"name": "Zoom Video Communications, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 10.753456,
"sentiment_score": 0,
"highlights": [
{
"highlight": "2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° <em>Zoom</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Video</em> <em>Communications</em>, <em>Inc</em>. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "MSFT",
"name": "Microsoft Corporation",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 8.540474,
"sentiment_score": 0.351783,
"highlights": [
{
"highlight": "The NOW platform perfectly integrates with existing legacy systems like Salesforce, <em>Microsoft</em>, SAP, and more.\n\nServiceNow’s product portfolio accounts for a broad range of packages – targeting different workflows and industries – collectively offering 168 different digital workflow solutions.",
"sentiment": 0.8126,
"highlighted_in": "main_text"
},
{
"highlight": "Revenues % Rank <em>Microsoft</em> <em>Corporation</em> 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "At the top of the software industry, there are legacy heavy hitters of the calibre of SAP, Salesforce, Oracle, and <em>Microsoft</em> competing with ServiceNow in the enterprise-cloud solutions segment.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
},
{
"highlight": "We expect ServiceNow’s market share to improve from 1.4% to 5.5%, overcoming Salesforce which we forecasted to have a market share of 5.2% by 2033, landing into the top 3 of software companies by revenues, right behind the two cloud juggernauts Oracle and <em>Microsoft</em>.",
"sentiment": 0.7964,
"highlighted_in": "main_text"
},
{
"highlight": "1,4% 2014 10.919 1,5% 2015 14.160 1,7% 2016 18.112 2,0% 2017 22.885 2,3% 2018 28.603 2,7% 2019 35.409 3,1% 2020 43.465 3,6% 2021 52.959 4,1% 2022 64.103 4,8% 2023 77.145 5,5% Click to enlarge Click to enlarge\n\nFree Cash Flows Forecasts\n\nServiceNow has shown top-tier gross marginality over the years, with gross margin approaching the 80% territory – <em>Microsoft</em>",
"sentiment": -0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "For such reason we expect the reinvestment margin to remain around 18% in the next 10 years, as the company keeps growing at a sustained rate, to then settle down to 14% - similar to <em>Microsoft</em> adjusted reinvestment needs – as the firm enters a more mature state.\n\nYear % Adj.",
"sentiment": 0.5809,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "CDNS",
"name": "Cadence Design Systems, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 11.939699,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° <em>Cadence</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Design</em> <em>Systems</em>, <em>Inc</em>. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "OTEX",
"name": "Open Text Corporation",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 7.504975,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° <em>Open</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Text</em> <em>Corporation</em> 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FTNT",
"name": "Fortinet, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 7.714006,
"sentiment_score": 0,
"highlights": [
{
"highlight": "3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° <em>Fortinet</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SAP.MI",
"name": "SAP SE",
"exchange": null,
"exchange_long": null,
"country": "it",
"type": "equity",
"industry": "Technology",
"match_score": 6.369221,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "WDAY",
"name": "Workday, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 7.38507,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° <em>Workday</em>, <em>Inc</em>. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "INTU",
"name": "Intuit Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 7.628206,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° <em>Intuit</em> <em>Inc</em>. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SNPS",
"name": "Synopsys, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 8.07115,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° <em>Synopsys</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "PANW",
"name": "Palo Alto Networks, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 12.032488,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° <em>Palo</em> <em>Alto</em> <em>Networks</em>, <em>Inc</em>. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ORCL",
"name": "Oracle Corporation",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 10.596622,
"sentiment_score": 0.1793,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° <em>Oracle</em> <em>Corporation</em> 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "At the top of the software industry, there are legacy heavy hitters of the calibre of SAP, Salesforce, <em>Oracle</em>, and Microsoft competing with ServiceNow in the enterprise-cloud solutions segment.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
},
{
"highlight": "We expect ServiceNow’s market share to improve from 1.4% to 5.5%, overcoming Salesforce which we forecasted to have a market share of 5.2% by 2033, landing into the top 3 of software companies by revenues, right behind the two cloud juggernauts <em>Oracle</em> and Microsoft.",
"sentiment": 0.7964,
"highlighted_in": "main_text"
},
{
"highlight": "10.919 1,5% 2015 14.160 1,7% 2016 18.112 2,0% 2017 22.885 2,3% 2018 28.603 2,7% 2019 35.409 3,1% 2020 43.465 3,6% 2021 52.959 4,1% 2022 64.103 4,8% 2023 77.145 5,5% Click to enlarge Click to enlarge\n\nFree Cash Flows Forecasts\n\nServiceNow has shown top-tier gross marginality over the years, with gross margin approaching the 80% territory – Microsoft and <em>Oracle</em>",
"sentiment": -0.4404,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "NOW",
"name": "ServiceNow, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 77.33113,
"sentiment_score": 0.147545,
"highlights": [
{
"highlight": "Sundry Photography\n\nExecutive Summary\n\nDespite the recent strong stock performance, <em>ServiceNow</em> (<em>NYSE:NOW</em>) stocks are still trading around their fair market price.",
"sentiment": 0.1596,
"highlighted_in": "main_text"
},
{
"highlight": "At current prices, our assumptions suggest that <em>ServiceNow</em> is a BUY, with a risk-reward profile that has the potential to generate a return of around 8.8%.\n\nSource - Analyst's computation\n\nOperation Overview\n\n<em>ServiceNow</em> is a U.S. company operating in the software industry offering a cloud-based platform as a service (PaaS).",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "As of the 2Q24 <em>ServiceNow</em> has almost two thousand (1.988) customers with an average contract value of $4.7 million.\n\nSource - <em>ServiceNow</em> Source - <em>ServiceNow</em>\n\n<em>ServiceNow</em> solutions are primarily deployed under a subscription-based model through its own private cloud with data centres spread all over the globe.",
"sentiment": 0.4767,
"highlighted_in": "main_text"
},
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° <em>ServiceNow</em>, <em>Inc</em>. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Source - <em>ServiceNow</em>\n\nOther than high-quality enterprise customers, <em>ServiceNow</em> is focused on expanding its reach to the public sector onboarding governments, educational, and public health institutions all around the globe which currently contribute $1.5 billion in total revenues.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "The more <em>ServiceNow</em> scales up the lower the impact of data centres on costs of sales.",
"sentiment": -0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Compared to the current prices, <em>ServiceNow</em> stocks are fairly valued, with an implied internal rate of return (IRR) to justify current prices of 8.8%.",
"sentiment": 0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "Looking at the trading seasonality trend for <em>ServiceNow</em>, a chart that shows for each month of the year the likelihood that the end stock price will be higher than the start price based on historical data, in the last 6 years, in July, <em>ServiceNow</em> stock prices have gone up on average 86% of the times – the second strongest month after June in terms of",
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"highlight": "<em>ServiceNow</em> Stock: A Realistic Projection Of How Big It Can Become (<em>NYSE:NOW</em>)",
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{
"highlight": "Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° <em>Roper</em>",
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"highlight": "<em>Technologies</em>, <em>Inc</em>. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° <em>Constellation</em> <em>Software</em> <em>Inc</em>. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° <em>Dassault</em> <em>Systèmes</em>",
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"highlight": "<em>SE</em> 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° <em>Dassault</em> <em>Systèmes</em>",
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"highlight": "<em>SE</em> 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° <em>Asseco</em>",
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{
"highlight": "<em>Poland</em> <em>S.A</em>. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° <em>Oracle</em> <em>Corporation</em> 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° <em>Zoom</em>",
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{
"highlight": "<em>Video</em> <em>Communications</em>, <em>Inc</em>. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
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{
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"highlight": "<em>Video</em> <em>Communications</em>, <em>Inc</em>. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
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{
"highlight": "The NOW platform perfectly integrates with existing legacy systems like Salesforce, <em>Microsoft</em>, SAP, and more.\n\nServiceNow’s product portfolio accounts for a broad range of packages – targeting different workflows and industries – collectively offering 168 different digital workflow solutions.",
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{
"highlight": "Revenues % Rank <em>Microsoft</em> <em>Corporation</em> 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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"highlight": "At the top of the software industry, there are legacy heavy hitters of the calibre of SAP, Salesforce, Oracle, and <em>Microsoft</em> competing with ServiceNow in the enterprise-cloud solutions segment.",
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{
"highlight": "We expect ServiceNow’s market share to improve from 1.4% to 5.5%, overcoming Salesforce which we forecasted to have a market share of 5.2% by 2033, landing into the top 3 of software companies by revenues, right behind the two cloud juggernauts Oracle and <em>Microsoft</em>.",
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{
"highlight": "1,4% 2014 10.919 1,5% 2015 14.160 1,7% 2016 18.112 2,0% 2017 22.885 2,3% 2018 28.603 2,7% 2019 35.409 3,1% 2020 43.465 3,6% 2021 52.959 4,1% 2022 64.103 4,8% 2023 77.145 5,5% Click to enlarge Click to enlarge\n\nFree Cash Flows Forecasts\n\nServiceNow has shown top-tier gross marginality over the years, with gross margin approaching the 80% territory – <em>Microsoft</em>",
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"highlighted_in": "main_text"
},
{
"highlight": "For such reason we expect the reinvestment margin to remain around 18% in the next 10 years, as the company keeps growing at a sustained rate, to then settle down to 14% - similar to <em>Microsoft</em> adjusted reinvestment needs – as the firm enters a more mature state.\n\nYear % Adj.",
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"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° <em>Constellation</em> <em>Software</em> <em>Inc</em>. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
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{
"symbol": "OTEX.TO",
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"highlights": [
{
"highlight": "Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° <em>Open</em>",
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{
"highlight": "<em>Text</em> <em>Corporation</em> 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering",
"sentiment": 0,
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]
},
{
"symbol": "AUD.DE",
"name": "Autodesk, Inc.",
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{
"highlight": "34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° <em>Autodesk</em>",
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{
"highlight": ", <em>Inc</em>. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index)",
"sentiment": 0,
"highlighted_in": "main_text"
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]
},
{
"symbol": "MSF.DE",
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"highlights": [
{
"highlight": "The NOW platform perfectly integrates with existing legacy systems like Salesforce, <em>Microsoft</em>, SAP, and more.\n\nServiceNow’s product portfolio accounts for a broad range of packages – targeting different workflows and industries – collectively offering 168 different digital workflow solutions.",
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},
{
"highlight": "Revenues % Rank <em>Microsoft</em> <em>Corporation</em> 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
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{
"highlight": "At the top of the software industry, there are legacy heavy hitters of the calibre of SAP, Salesforce, Oracle, and <em>Microsoft</em> competing with ServiceNow in the enterprise-cloud solutions segment.",
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"highlight": "We expect ServiceNow’s market share to improve from 1.4% to 5.5%, overcoming Salesforce which we forecasted to have a market share of 5.2% by 2033, landing into the top 3 of software companies by revenues, right behind the two cloud juggernauts Oracle and <em>Microsoft</em>.",
"sentiment": 0.7964,
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{
"highlight": "1,4% 2014 10.919 1,5% 2015 14.160 1,7% 2016 18.112 2,0% 2017 22.885 2,3% 2018 28.603 2,7% 2019 35.409 3,1% 2020 43.465 3,6% 2021 52.959 4,1% 2022 64.103 4,8% 2023 77.145 5,5% Click to enlarge Click to enlarge\n\nFree Cash Flows Forecasts\n\nServiceNow has shown top-tier gross marginality over the years, with gross margin approaching the 80% territory – <em>Microsoft</em>",
"sentiment": -0.4404,
"highlighted_in": "main_text"
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{
"highlight": "For such reason we expect the reinvestment margin to remain around 18% in the next 10 years, as the company keeps growing at a sustained rate, to then settle down to 14% - similar to <em>Microsoft</em> adjusted reinvestment needs – as the firm enters a more mature state.\n\nYear % Adj.",
"sentiment": 0.5809,
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{
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"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
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{
"symbol": "ORC.DE",
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"type": "equity",
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"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° <em>Oracle</em> <em>Corporation</em> 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
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"exchange": null,
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"type": "equity",
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"match_score": 7.626915,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° <em>Intuit</em> <em>Inc</em>. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
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{
"symbol": "SYP.DE",
"name": "Synopsys Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 8.067989,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° <em>Synopsys</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "CDS.DE",
"name": "Cadence Design Systems, Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 11.940022,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° <em>Cadence</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Design</em> <em>Systems</em>, <em>Inc</em>. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ADB.DE",
"name": "Adobe Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
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"match_score": 6.07664,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° <em>Adobe</em> <em>Inc</em>. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
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{
"symbol": "DSY.PA",
"name": "Dassault Systèmes SE",
"exchange": null,
"exchange_long": null,
"country": "fr",
"type": "equity",
"industry": "Technology",
"match_score": 11.694939,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° <em>Dassault</em> <em>Systèmes</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>SE</em> 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "PANW.MX",
"name": "Palo Alto Networks, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
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"match_score": 12.032955,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° <em>Palo</em> <em>Alto</em> <em>Networks</em>, <em>Inc</em>. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
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},
{
"symbol": "MSFT.MX",
"name": "Microsoft Corporation",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 8.54101,
"sentiment_score": 0.351783,
"highlights": [
{
"highlight": "The NOW platform perfectly integrates with existing legacy systems like Salesforce, <em>Microsoft</em>, SAP, and more.\n\nServiceNow’s product portfolio accounts for a broad range of packages – targeting different workflows and industries – collectively offering 168 different digital workflow solutions.",
"sentiment": 0.8126,
"highlighted_in": "main_text"
},
{
"highlight": "Revenues % Rank <em>Microsoft</em> <em>Corporation</em> 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "At the top of the software industry, there are legacy heavy hitters of the calibre of SAP, Salesforce, Oracle, and <em>Microsoft</em> competing with ServiceNow in the enterprise-cloud solutions segment.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
},
{
"highlight": "We expect ServiceNow’s market share to improve from 1.4% to 5.5%, overcoming Salesforce which we forecasted to have a market share of 5.2% by 2033, landing into the top 3 of software companies by revenues, right behind the two cloud juggernauts Oracle and <em>Microsoft</em>.",
"sentiment": 0.7964,
"highlighted_in": "main_text"
},
{
"highlight": "1,4% 2014 10.919 1,5% 2015 14.160 1,7% 2016 18.112 2,0% 2017 22.885 2,3% 2018 28.603 2,7% 2019 35.409 3,1% 2020 43.465 3,6% 2021 52.959 4,1% 2022 64.103 4,8% 2023 77.145 5,5% Click to enlarge Click to enlarge\n\nFree Cash Flows Forecasts\n\nServiceNow has shown top-tier gross marginality over the years, with gross margin approaching the 80% territory – <em>Microsoft</em>",
"sentiment": -0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "For such reason we expect the reinvestment margin to remain around 18% in the next 10 years, as the company keeps growing at a sustained rate, to then settle down to 14% - similar to <em>Microsoft</em> adjusted reinvestment needs – as the firm enters a more mature state.\n\nYear % Adj.",
"sentiment": 0.5809,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ZM.MX",
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"exchange": null,
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"type": "equity",
"industry": "Communication Services",
"match_score": 10.753738,
"sentiment_score": 0,
"highlights": [
{
"highlight": "2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° <em>Zoom</em>",
"sentiment": 0,
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},
{
"highlight": "<em>Video</em> <em>Communications</em>, <em>Inc</em>. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ORCL.MX",
"name": "Oracle Corporation",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
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"match_score": 4.523161,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° <em>Oracle</em> <em>Corporation</em> 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "WDAY.MX",
"name": "Workday, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 7.383934,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° <em>Workday</em>, <em>Inc</em>. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SAPN.MX",
"name": "SAP SE",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 6.369225,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ADBE.MX",
"name": "Adobe Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 4.06739,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° <em>Adobe</em> <em>Inc</em>. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ADSK.MX",
"name": "Autodesk, Inc.",
"exchange": null,
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"type": "equity",
"industry": "Technology",
"match_score": 7.700577,
"sentiment_score": 0,
"highlights": [
{
"highlight": "34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° <em>Autodesk</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index)",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "CDNS.MX",
"name": "Cadence Design Systems, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 11.939846,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° <em>Cadence</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Design</em> <em>Systems</em>, <em>Inc</em>. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FTNT.MX",
"name": "Fortinet, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 7.711603,
"sentiment_score": 0,
"highlights": [
{
"highlight": "3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° <em>Fortinet</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": ", <em>Inc</em>. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SAP1N.MX",
"name": "SAP SE",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "N/A",
"match_score": 6.369211,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° <em>SAP</em> <em>SE</em> 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "NOWW.MX",
"name": "ServiceNow, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 41.078484,
"sentiment_score": 0.147545,
"highlights": [
{
"highlight": "Sundry Photography\n\nExecutive Summary\n\nDespite the recent strong stock performance, <em>ServiceNow</em> (NYSE:NOW) stocks are still trading around their fair market price.",
"sentiment": 0.1596,
"highlighted_in": "main_text"
},
{
"highlight": "At current prices, our assumptions suggest that <em>ServiceNow</em> is a BUY, with a risk-reward profile that has the potential to generate a return of around 8.8%.\n\nSource - Analyst's computation\n\nOperation Overview\n\n<em>ServiceNow</em> is a U.S. company operating in the software industry offering a cloud-based platform as a service (PaaS).",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "As of the 2Q24 <em>ServiceNow</em> has almost two thousand (1.988) customers with an average contract value of $4.7 million.\n\nSource - <em>ServiceNow</em> Source - <em>ServiceNow</em>\n\n<em>ServiceNow</em> solutions are primarily deployed under a subscription-based model through its own private cloud with data centres spread all over the globe.",
"sentiment": 0.4767,
"highlighted_in": "main_text"
},
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° <em>ServiceNow</em>, <em>Inc</em>. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Source - <em>ServiceNow</em>\n\nOther than high-quality enterprise customers, <em>ServiceNow</em> is focused on expanding its reach to the public sector onboarding governments, educational, and public health institutions all around the globe which currently contribute $1.5 billion in total revenues.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "The more <em>ServiceNow</em> scales up the lower the impact of data centres on costs of sales.",
"sentiment": -0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Compared to the current prices, <em>ServiceNow</em> stocks are fairly valued, with an implied internal rate of return (IRR) to justify current prices of 8.8%.",
"sentiment": 0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "Looking at the trading seasonality trend for <em>ServiceNow</em>, a chart that shows for each month of the year the likelihood that the end stock price will be higher than the start price based on historical data, in the last 6 years, in July, <em>ServiceNow</em> stock prices have gone up on average 86% of the times – the second strongest month after June in terms of",
"sentiment": 0.4404,
"highlighted_in": "main_text"
},
{
"highlight": "<em>ServiceNow</em> Stock: A Realistic Projection Of How Big It Can Become (NYSE:NOW)",
"sentiment": 0,
"highlighted_in": "title"
}
]
},
{
"symbol": "ROP.MX",
"name": "Roper Technologies, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Industrials",
"match_score": 10.975262,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° <em>Roper</em>",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Technologies</em>, <em>Inc</em>. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "DSYN.MX",
"name": "Dassault Systèmes SE",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 11.694134,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° <em>Dassault</em> <em>Systèmes</em>",
"sentiment": 0,
"highlighted_in": "main_text"
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"highlight": "<em>SE</em> 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click",
"sentiment": 0,
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"symbol": "INTU.MX",
"name": "Intuit Inc.",
"exchange": null,
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"type": "equity",
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"match_score": 7.625803,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° <em>Intuit</em> <em>Inc</em>. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
"highlighted_in": "main_text"
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"symbol": "0KF5.L",
"name": "Palo Alto Networks, Inc.",
"exchange": null,
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"country": "gb",
"type": "equity",
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"match_score": 12.032875,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° <em>Palo</em> <em>Alto</em> <em>Networks</em>, <em>Inc</em>. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
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"symbol": "0L5N.L",
"name": "ServiceNow, Inc.",
"exchange": null,
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"match_score": 41.07186,
"sentiment_score": 0.147545,
"highlights": [
{
"highlight": "Sundry Photography\n\nExecutive Summary\n\nDespite the recent strong stock performance, <em>ServiceNow</em> (NYSE:NOW) stocks are still trading around their fair market price.",
"sentiment": 0.1596,
"highlighted_in": "main_text"
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{
"highlight": "At current prices, our assumptions suggest that <em>ServiceNow</em> is a BUY, with a risk-reward profile that has the potential to generate a return of around 8.8%.\n\nSource - Analyst's computation\n\nOperation Overview\n\n<em>ServiceNow</em> is a U.S. company operating in the software industry offering a cloud-based platform as a service (PaaS).",
"sentiment": 0,
"highlighted_in": "main_text"
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"highlight": "As of the 2Q24 <em>ServiceNow</em> has almost two thousand (1.988) customers with an average contract value of $4.7 million.\n\nSource - <em>ServiceNow</em> Source - <em>ServiceNow</em>\n\n<em>ServiceNow</em> solutions are primarily deployed under a subscription-based model through its own private cloud with data centres spread all over the globe.",
"sentiment": 0.4767,
"highlighted_in": "main_text"
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{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° <em>ServiceNow</em>, <em>Inc</em>. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
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{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
"sentiment": 0,
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"highlight": "Source - <em>ServiceNow</em>\n\nOther than high-quality enterprise customers, <em>ServiceNow</em> is focused on expanding its reach to the public sector onboarding governments, educational, and public health institutions all around the globe which currently contribute $1.5 billion in total revenues.",
"sentiment": 0.4019,
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{
"highlight": "Year <em>ServiceNow</em>, <em>Inc</em>.",
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},
{
"highlight": "The more <em>ServiceNow</em> scales up the lower the impact of data centres on costs of sales.",
"sentiment": -0.296,
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},
{
"highlight": "Compared to the current prices, <em>ServiceNow</em> stocks are fairly valued, with an implied internal rate of return (IRR) to justify current prices of 8.8%.",
"sentiment": 0.4404,
"highlighted_in": "main_text"
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{
"highlight": "Looking at the trading seasonality trend for <em>ServiceNow</em>, a chart that shows for each month of the year the likelihood that the end stock price will be higher than the start price based on historical data, in the last 6 years, in July, <em>ServiceNow</em> stock prices have gone up on average 86% of the times – the second strongest month after June in terms of",
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{
"highlight": "<em>ServiceNow</em> Stock: A Realistic Projection Of How Big It Can Become (NYSE:NOW)",
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{
"symbol": "0JCT.L",
"name": "Intuit Inc.",
"exchange": null,
"exchange_long": null,
"country": "gb",
"type": "equity",
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"match_score": 7.625588,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Revenues % Rank Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° <em>Intuit</em> <em>Inc</em>. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes",
"sentiment": 0,
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{
"symbol": "0LBP.L",
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"exchange": null,
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"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 8.065239,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° <em>Synopsys</em>",
"sentiment": 0,
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{
"highlight": ", <em>Inc</em>. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately",
"sentiment": 0,
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}
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{
"symbol": "0IR9.L",
"name": "Fortinet, Inc.",
"exchange": null,
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"country": "gb",
"type": "equity",
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"match_score": 7.710917,
"sentiment_score": 0,
"highlights": [
{
"highlight": "3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° <em>Fortinet</em>",
"sentiment": 0,
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{
"highlight": ", <em>Inc</em>. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
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"country": "gb",
"type": "equity",
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"match_score": 10.974649,
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"highlights": [
{
"highlight": "Microsoft Corporation 227.580 35,8% 1° Oracle Corporation 52.510 8,3% 2° Salesforce, Inc. 34.860 5,5% 3° SAP SE 34.450 5,4% 4° Adobe Inc. 19.940 3,1% 5° Intuit Inc. 15.090 2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° <em>Roper</em>",
"sentiment": 0,
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{
"highlight": "<em>Technologies</em>, <em>Inc</em>. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° Zoom Video Communications, Inc. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0A1O.L",
"name": "Zoom Video Communications, Inc.",
"exchange": null,
"exchange_long": null,
"country": "gb",
"type": "equity",
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"match_score": 10.753687,
"sentiment_score": 0,
"highlights": [
{
"highlight": "2,4% 6° ServiceNow, Inc. 8.970 1,4% 7° Constellation Software Inc. 8.410 1,3% 8° Palo Alto Networks, Inc. 7.530 1,2% 9° Workday, Inc. 7.260 1,1% 10° Dassault Systèmes SE 6.570 1,0% 11° Roper Technologies, Inc. 6.180 1,0% 12° Synopsys, Inc. 6.130 1,0% 13° Open Text Corporation 5.700 0,9% 14° Autodesk, Inc. 5.500 0,9% 15° Fortinet, Inc. 5.300 0,8% 16° <em>Zoom</em>",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "<em>Video</em> <em>Communications</em>, <em>Inc</em>. 4.530 0,7% 17° Cadence Design Systems, Inc. 4.090 0,6% 18° Asseco Poland S.A. 3.950 0,6% 19° Atlassian Corporation 3.890 0,6% 20° Click to enlarge Click to enlarge\n\nThe software industry is moderately concentrated, registering a Herfindahl–Hirschman index (HHI index) of 14.5, or 1.447 points.",
"sentiment": 0,
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{
"uuid": "fbf31f0c-6483-4e59-b1b5-5e02be88cf22",
"title": "Aon PLC (AON) Q2 2024 Earnings Call Transcript Highlights: Strong Revenue and Income Growth Amid Strategic Investments",
"description": "Organic Revenue Growth: 6% in Q2, with all solution lines at 6% or greater.Total Revenue Growth: 18% in Q2, including NFP.Adjusted Operating Income Growth: 19%",
"keywords": "GuruFocus, Article, News, GuruFocus Research, AON",
"snippet": "Release Date: July 26, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nAon PLC (AON...",
"url": "https://www.gurufocus.com/news/2483838/aon-plc-aon-q2-2024-earnings-call-transcript-highlights-strong-revenue-and-income-growth-amid-strategic-investments",
"image_url": "https://static.gurufocus.com/logos/0C00000ACS.png?5",
"language": "en",
"published_at": "2024-07-27T07:02:57.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "AON",
"name": "Aon plc",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Financial Services",
"match_score": 86.294556,
"sentiment_score": 0.766683,
"highlights": [
{
"highlight": "Positive Points\n\n<em>Aon</em> <em>PLC</em> (<em>AON</em>, Financial) delivered 6% total organic revenue growth in Q2 2024, with all solution lines achieving 6% or greater growth.\n\nThe company reported 18% total revenue growth and 19% adjusted operating income growth, with margins increasing to 27.4%.",
"sentiment": 0.9501,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) successfully integrated NFP, contributing to mid-single-digit organic revenue growth and strong client and colleague retention.\n\nThe company made significant progress in priority talent acquisitions, particularly in areas like energy and construction, which are expected to drive future growth.",
"sentiment": 0.9682,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) is on track to deliver long-term double-digit free cash flow growth, supported by strong operational performance and strategic investments.\n\nNegative Points\n\nThe tax rate increased to above 22% in Q2, driven by geographic mix of income and unfavorable discrete tax items, which could impact future earnings.",
"sentiment": 0.836,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) has elevated credit ratios due to recent acquisitions, which may take 12 to 18 months to bring back in line with desired levels.\n\nThe integration of NFP is still in early stages, with only two months of performance data, making it difficult to fully assess long-term impacts.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "The <em>Aon</em> results are strong even without NFP.\n\nQ: Are legacy NFP producers already using the new tools from <em>Aon</em>, or will it take longer?\n\nA: We have started connecting them with products and capabilities, and we are laying the plans to provide analytic capabilities. The process is ongoing, and we are making good progress.",
"sentiment": 0.8402,
"highlighted_in": "main_text"
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"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) Q2 2024 Earnings Call Transcript Highlights: Strong Revenue and Income Growth Amid Strategic Investments",
"sentiment": 0.7096,
"highlighted_in": "title"
}
]
},
{
"symbol": "0XHL.L",
"name": "Aon plc",
"exchange": null,
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"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 86.284164,
"sentiment_score": 0.766683,
"highlights": [
{
"highlight": "Positive Points\n\n<em>Aon</em> <em>PLC</em> (<em>AON</em>, Financial) delivered 6% total organic revenue growth in Q2 2024, with all solution lines achieving 6% or greater growth.\n\nThe company reported 18% total revenue growth and 19% adjusted operating income growth, with margins increasing to 27.4%.",
"sentiment": 0.9501,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) successfully integrated NFP, contributing to mid-single-digit organic revenue growth and strong client and colleague retention.\n\nThe company made significant progress in priority talent acquisitions, particularly in areas like energy and construction, which are expected to drive future growth.",
"sentiment": 0.9682,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) is on track to deliver long-term double-digit free cash flow growth, supported by strong operational performance and strategic investments.\n\nNegative Points\n\nThe tax rate increased to above 22% in Q2, driven by geographic mix of income and unfavorable discrete tax items, which could impact future earnings.",
"sentiment": 0.836,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) has elevated credit ratios due to recent acquisitions, which may take 12 to 18 months to bring back in line with desired levels.\n\nThe integration of NFP is still in early stages, with only two months of performance data, making it difficult to fully assess long-term impacts.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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{
"highlight": "The <em>Aon</em> results are strong even without NFP.\n\nQ: Are legacy NFP producers already using the new tools from <em>Aon</em>, or will it take longer?\n\nA: We have started connecting them with products and capabilities, and we are laying the plans to provide analytic capabilities. The process is ongoing, and we are making good progress.",
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"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) Q2 2024 Earnings Call Transcript Highlights: Strong Revenue and Income Growth Amid Strategic Investments",
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{
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"match_score": 86.27814,
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{
"highlight": "Positive Points\n\n<em>Aon</em> <em>PLC</em> (<em>AON</em>, Financial) delivered 6% total organic revenue growth in Q2 2024, with all solution lines achieving 6% or greater growth.\n\nThe company reported 18% total revenue growth and 19% adjusted operating income growth, with margins increasing to 27.4%.",
"sentiment": 0.9501,
"highlighted_in": "main_text"
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"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) successfully integrated NFP, contributing to mid-single-digit organic revenue growth and strong client and colleague retention.\n\nThe company made significant progress in priority talent acquisitions, particularly in areas like energy and construction, which are expected to drive future growth.",
"sentiment": 0.9682,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) is on track to deliver long-term double-digit free cash flow growth, supported by strong operational performance and strategic investments.\n\nNegative Points\n\nThe tax rate increased to above 22% in Q2, driven by geographic mix of income and unfavorable discrete tax items, which could impact future earnings.",
"sentiment": 0.836,
"highlighted_in": "main_text"
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{
"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) has elevated credit ratios due to recent acquisitions, which may take 12 to 18 months to bring back in line with desired levels.\n\nThe integration of NFP is still in early stages, with only two months of performance data, making it difficult to fully assess long-term impacts.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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"highlight": "The <em>Aon</em> results are strong even without NFP.\n\nQ: Are legacy NFP producers already using the new tools from <em>Aon</em>, or will it take longer?\n\nA: We have started connecting them with products and capabilities, and we are laying the plans to provide analytic capabilities. The process is ongoing, and we are making good progress.",
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"highlighted_in": "main_text"
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"highlight": "<em>Aon</em> <em>PLC</em> (<em>AON</em>) Q2 2024 Earnings Call Transcript Highlights: Strong Revenue and Income Growth Amid Strategic Investments",
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{
"uuid": "82a1a395-62f6-4afa-a2a3-157bc6ba7416",
"title": "Proximus SA (BGAOY) Q2 2024 Earnings Call Transcript Highlights: Strong EBITDA Growth Amid Competitive Pressures",
"description": "Mobile Cards Added: 46,000 in Q2.Fiber Customers Activated: 40,000 in Q2.Fiber Industry Footprint: 38%.International Segment Direct Margin Growth: 7% in Q2.Gro",
"keywords": "GuruFocus, Article, News, GuruFocus Research, BGAOY",
"snippet": "Release Date: July 26, 2024\n\nFor the complete transcript of the earnings call, please refer to the full earnings call transcript.\n\nPositive Points\n\nProximus SA ...",
"url": "https://www.gurufocus.com/news/2483826/proximus-sa-bgaoy-q2-2024-earnings-call-transcript-highlights-strong-ebitda-growth-amid-competitive-pressures",
"image_url": "https://static.gurufocus.com/logos/0C00000WN6.png?5",
"language": "en",
"published_at": "2024-07-27T07:01:58.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "BGAOY",
"name": "Proximus PLC",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 76.79367,
"sentiment_score": 0.5987,
"highlights": [
{
"highlight": "Positive Points\n\n<em>Proximus</em> SA (<em>BGAOY</em>, Financial) reported a 5.3% growth in group EBITDA for Q2 2024, driven by strong commercial achievements and customer growth.\n\nThe residential unit added 46,000 mobile cards and activated 40,000 fiber customers, reaching a fiber industry footprint of 38%.",
"sentiment": 0.9169,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Proximus</em> SA (<em>BGAOY</em>) closed the Route Mobile acquisition and centralized B2B IT activities into <em>Proximus</em> NXT IT, enhancing service to professional customers.\n\nThe company signed strategic agreements, including a partnership with Microsoft, and obtained full ownership of Fiberklaar, enhancing its fiber rollout efficiency and quality.",
"sentiment": 0.5574,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Proximus</em> SA (<em>BGAOY</em>) faces competitive pressures in the domestic market, particularly from Telenet and Digi, which could impact future growth.\n\nThe company anticipates a decline in EBITDA for the second half of the year due to the lapping of price rises and potential market conditions.",
"sentiment": 0.25,
"highlighted_in": "main_text"
},
{
"highlight": "Digital <em>Proximus</em> in Flanders is super different from the Digital <em>Proximus</em> in Wallonia. So it might be that there is some also different outcomes on those discussions. So I'm not sure you can really extrapolate what's happened in the north for what could happen in the south.\n\nQ: I have a few, please.",
"sentiment": 0.694,
"highlighted_in": "main_text"
},
{
"highlight": "It looks like there's now a much bigger focus in terms of fixed compensation on the international business, which is clearly quite small in the scope of <em>Proximus</em> today. I just wondered if you could comment on how that may affect your strategy?",
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"highlight": "And I'm just interested to hear, in particular, if you're seeing any impact from Telenet entering Wallonia at a lower price point than <em>Proximus</em>? And also if you're seeing anything from Digi?\n\nAFor the complete transcript of the earnings call, please refer to the full earnings call transcript.",
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"highlight": "<em>Proximus</em> SA (<em>BGAOY</em>) Q2 2024 Earnings Call Transcript Highlights: Strong EBITDA Growth Amid Competitive Pressures",
"sentiment": 0.6486,
"highlighted_in": "title"
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"symbol": "MSFT.MI",
"name": "MICROSOFT CORP",
"exchange": null,
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"country": "it",
"type": "equity",
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"highlights": [
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"highlight": "The company signed strategic agreements, including a partnership with <em>Microsoft</em>, and obtained full ownership of Fiberklaar, enhancing its fiber rollout efficiency and quality.\n\nNegative Points\n\nFree cash flow for the first half of 2024 stood at minus EUR114 million, impacted by timing effects in working capital needs.",
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{
"uuid": "be3c4a12-c0d6-41c0-a1e9-83c9124eb502",
"title": "Aon Stock: Q2 2024, Net New Business Growth And Strong Retention (NYSE:AON)",
"description": "Aon's strong quarterly performance, NFP acquisition, and growth outlook signal potential for revenue growth, cost synergies, and share value. Learn more here.",
"keywords": "",
"snippet": "Images By Tang Ming Tung\n\nI published my ‘Strong Buy’ thesis on Aon (NYSE:AON) in February 2024, pointing out that the acquisition of NFP could potentially ...",
"url": "https://seekingalpha.com/article/4707380-aon-stock-q2-2024-net-new-business-growth-and-strong-retention",
"image_url": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1814675033/image_1814675033.jpg?io=getty-c-w1536",
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"published_at": "2024-07-27T06:01:48.000000Z",
"source": "seekingalpha.com",
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"entities": [
{
"symbol": "AON",
"name": "Aon plc",
"exchange": null,
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"country": "us",
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"highlights": [
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"highlight": "Images By Tang Ming Tung\n\nI published my ‘Strong Buy’ thesis on <em>Aon</em> (<em>NYSE:AON</em>) in February 2024, pointing out that the acquisition of NFP could potentially accelerate Aon’s organic revenue growth and expand into mid-market. The company released its Q2 earnings on July 26th with 6% organic revenue growth.",
"sentiment": 0.7579,
"highlighted_in": "main_text"
},
{
"highlight": "As communicated over the earnings call, <em>Aon</em> has been leveraging its risk capital and human capital structure to secure large deals from enterprise customers. The integrated corporate structure enables <em>Aon</em> to provide comprehensive services for its enterprise customers.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
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{
"highlight": "Completion of NFP and Expanding into Mid-Market\n\nOn April 25th, <em>Aon</em> announced the completion of NFP acquisition for an enterprise value of $13 billion. As detailed in the slide below, NFP enables <em>Aon</em> to expand its services into fast-growing middle market, providing risk, health and wealth broker for their customers.",
"sentiment": 0.7003,
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"highlight": "<em>Aon</em> Investor Presentation\n\nAs discussed in my previous article, I think the deal makes strategic sense for <em>Aon</em>, and NFP could potentially accelerate Aon’s organic revenue growth in the future. The Key reasons are:\n\n<em>Aon</em> anticipates generating $300 million cost synergies in FY25 and $600 million in FY26.",
"sentiment": 0.3818,
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{
"highlight": "Outlook and Valuation\n\n<em>Aon</em> guides mid-single-digit organic revenue growth for FY24, as detailed in the slide below.\n\n<em>Aon</em> Investor Presentation\n\nI am considering the following factors for the near-term growth:\n\nAs indicated over the earnings call, NFP delivered MSD organic revenue growth in Q2.",
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"highlighted_in": "main_text"
},
{
"highlight": "I anticipate <em>Aon</em> can generate 4% revenue growth from existing customers, driven by 2% pricing growth and 2% service expansion.\n\nAdditionally, I forecast <em>Aon</em> can generate 2% growth from net new customers, aligned with its historical average.\n\nLastly, I anticipate NFP will contribute 7% to the topline growth in FY24.",
"sentiment": 0.8555,
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"highlight": "From FY25 onwards, I assume <em>Aon</em> will allocate 5% of total revenue towards acquisitions, contributing 2.5% to the overall topline growth.\n\nAs such, I forecast <em>Aon</em> will deliver 13% total revenue growth in FY24 and 8.5% from FY25 onwards.",
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"highlight": "While corporate restructuring and cost synergies could help <em>Aon</em> expand its operating margin, the reported operating margin will likely decline in the coming years due to the integration costs and higher amortization costs associated with the NFP deal.",
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"highlight": "It’s worth noting that <em>Aon</em> had a 28.3% of operating margin in FY23. Therefore, my margin assumptions are quite conservative.",
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"highlight": "It is uncertain whether <em>Aon</em> can successfully integrate NFP’s operations, particularly concerning the senior management and sales team.\n\nAdditionally, insurance premium growth has been a key driver for <em>Aon</em> over the past few years, as <em>Aon</em> generates some revenue from insurance commissions.",
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"highlight": "<em>Aon</em> Stock: Q2 2024, Net New Business Growth And Strong Retention (<em>NYSE:AON</em>)",
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Other details
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