@cwb_research · Long NOW

Having initiated a position in $NOW last week (thesis attached to this post), I want to address the implications of $IBM preliminary Q2 numbers on ServiceNow and the broader software sector. For those unaware, IBM is down ~25% today after pre-announcing Q2 revenue of $17.2B

CWB Research@CWB_Research

Read asLong NOW

Since the call+304#393 → #89

#89 of 176 rankedThe analyst's rank today

High · 0.99Confidence

Fri, Oct 2Tweeted

Mon, Oct 5 closeCounted from

not in the basket todayBasket

Rank per close

#393

Oct 5

#397

Oct 6

#345

Oct 7

—

Oct 8

#89

Oct 11

#73

Oct 12

#100

Oct 13

#105

Oct 14

#76

Oct 15

#57

Oct 18

#89

Oct 19