Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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ServiceNow (NOW US) - Strong Adoption of GenAI Solutions
ServiceNow announced 1Q24 results: total revenue increased by 24% YoY to US$2.60bn, in line with consensus estimate of US$2.59bn; non-GAAP net...
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US Software Sector – Best Proxy to Benign Interest-Rate Environment
US software and cloud computing sectors have recorded rapid growth over the past 20 years, driven by enterprise digitization demand.
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