November 16, 2025
Headlines

    CRM

    Servicenow Moveworks Antitrust – What Investors Must Know

    profitpencil08 mins

    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends ServiceNow’s subscription revenue growth remains the core story. The company reported subscription revenue of $3.113B in Q2 2025, a 22.5% increase year-over-year, reflecting large-enterprise adoption of AI-enabled workflow tools and expansion outside traditional ITSM use cases. Customer expansion metrics showed continued growth in high-ACV accounts. Moveworks,…

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    MicroStrategy (MSTR) – Bitcoin Leverage and Software Core Business

    profitpencil09 mins

    Executive summary Summary fundamentals Detailed fundamental analysis Business model split: treasury company vs software vendor MicroStrategy’s public identity shifted in 2025 when it formally rebranded to Strategy Inc.; the business now publicly describes itself as a Bitcoin Treasury Company while continuing to operate its long-standing enterprise-software business (product licenses, subscriptions, support). The two cash engines…

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    Thematic Analysis: Top Cloud Software Stocks as AI Reshapes SaaS in 2025

    profitpencil07 mins

    Executive summary Summary fundamentals Microsoft (MSFT) Salesforce (CRM) Adobe (ADBE) Snowflake (SNOW) ServiceNow (NOW) Datadog (DDOG) Detailed fundamental analysis Revenue trends: AI reshapes SaaS by shifting spend from ad-hoc projects to ongoing consumption and model-hosting fees. Microsoft’s cloud scale and Snowflake’s data consumption economics capture the largest direct AI workload demand pools; Snowflake’s product revenue…

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