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NOW ServiceNow $186.48 -3.65 (-1.92%) 14:35 01/22/19 01/22 14:35 01/22/19 14:35 Options	ServiceNow put volume heavy and directionally bearish » Bearish flow noted in… Bearish flow noted in ServiceNow with 1,852 puts trading, or 1.0x expected. Most active are 1/25 weekly 190 puts and 1/25 weekly 182.5 puts, with total volume in those strikes near 640 contracts. The Put/Call Ratio is 1.68, while ATM IV is up over 2 points on the day. Earnings are expected on January 30th. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	23 Jan 24 Jan 25 Jan 30 Jan 25 Feb

Over a week ago
ORCL Oracle $47.65 -0.23 (-0.48%) , CRM Salesforce $144.97 -0.72 (-0.49%) … 11:03 01/09/19 01/09 11:03 01/09/19 11:03 On The Fly	Competition seen impacting Oracle’s growth in ‘winner takes all’ cloud environment » Predicting that Oracle… Open Full Text ORCL Oracle $47.65 -0.23 (-0.48%) CRM Salesforce $144.97 -0.72 (-0.49%) ADSK Autodesk $134.18 0.36 (0.27%) WDAY Workday $166.81 -0.16 (-0.10%) ADBE Adobe $233.87 1.17 (0.50%) NOW ServiceNow $189.63 1.63 (0.87%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Jan 15 Jan 15 Jan 15 Jan 16 Jan 16 Jan 22 Jan 23 Jan 23 Jan 24 Jan 25 Jan 30 Jan 25 Feb 03 Mar
NOW ServiceNow $188.00 1.38 (0.74%) 08:27 01/09/19 01/09 08:27 01/09/19 08:27 Initiation	ServiceNow initiated at Atlantic Equities » ServiceNow initiated with… ServiceNow initiated with a Neutral at Atlantic Equities. Atlantic Equities analyst Dimitri Kallianiotis started ServiceNow with a Neutral rating and $199 price target, stating that while he is positive on the enterprise software sector he believes that other names in the space offer higher long-term growth with cheaper valuations. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	23 Jan 24 Jan 25 Jan 30 Jan 25 Feb
AMZN Amazon.com $1,627.22 52.67 (3.35%) , MSFT Microsoft $103.11 1.21 (1.19%) … 13:49 01/07/19 01/07 13:49 01/07/19 13:49 On The Fly	Oracle going private, AWS spinoff among Piper's ‘wild’ predictions for 2019 » In a research noted… Open Full Text AMZN Amazon.com $1,627.22 52.67 (3.35%) MSFT Microsoft $103.11 1.21 (1.19%) ORCL Oracle $47.76 1.04 (2.23%) GOOG Alphabet $1,065.76 -4.35 (-0.41%) GOOGL Alphabet Class A $1,073.63 -3.89 (-0.36%) DVMT Dell Technologies $0.00 (0.00%) NOW ServiceNow $186.48 7.13 (3.98%) CRM Salesforce $142.76 4.82 (3.49%) WDAY Workday $165.06 1.74 (1.07%) TWLO Twilio $97.70 9.15 (10.33%) ZEN Zendesk $61.35 3.17 (5.45%) ADBE Adobe $230.95 4.67 (2.06%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	07 Jan 07 Jan 08 Jan 14 Jan 15 Jan 15 Jan 15 Jan 16 Jan 16 Jan 22 Jan 23 Jan 23 Jan 24 Jan 25 Jan 28 Jan 30 Jan 20 Feb 25 Feb 03 Mar 04 Mar 07 Mar
TWLO Twilio $88.55 7.35 (9.05%) , ZEN Zendesk $58.18 2.65 (4.77%) … 06:13 01/07/19 01/07 06:13 01/07/19 06:13 Recommendations	Twilio, Zendesk, Adobe, Amazon.com, Oracle, ServiceNow, Salesforce, Workday analyst commentary at Piper Jaffray » Piper ups targets for… Piper ups targets for Twilio, Zendesk and makes 'wild' Software predictions. In a research note previewing the year ahead for Application and Infrastructure Software, Piper Jaffray analyst Alex Zukin raised his price target for Twilio (TWLO) to $110 from $95 and for Zendesk (ZEN) to $85 from $72.50. The analyst keeps Overweight ratings on both names. His top picks for 2019 are Twilio, Zendesk and Adobe (ADBE). Zukin believes all three possess a combination of "strong fundamentals given their respective leadership positions in large markets and positive numbers revisions on already discounted valuations vs. peers." The analyst also made some "wild predictions of potential industry shaking events." He admits these are "low probability" predictions. The first one is Amazon.com (AMZN) spinning out Web Services. The second "wild" prediction is Oracle (ORCL) going private. The third is Google (GOOG, GOOGL) buying ServiceNow (NOW). And the fourth is Salesforce agreeing to merge with Workday (WDAY) in an all-stock transaction. TWLO Twilio $88.55 7.35 (9.05%) ZEN Zendesk $58.18 2.65 (4.77%) ADBE Adobe $226.28 10.64 (4.93%) AMZN Amazon.com $1,574.55 74.98 (5.00%) ORCL Oracle $46.72 1.93 (4.31%) NOW ServiceNow $179.35 10.44 (6.18%) CRM Salesforce $137.94 7.5 (5.75%) WDAY Workday $163.32 9.29 (6.03%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	07 Jan 07 Jan 08 Jan 14 Jan 15 Jan 15 Jan 15 Jan 16 Jan 16 Jan 22 Jan 23 Jan 23 Jan 24 Jan 25 Jan 28 Jan 30 Jan 20 Feb 25 Feb 03 Mar

NOW ServiceNow $173.51 -4.76 (-2.67%) 12:55 01/03/19 01/03 12:55 01/03/19 12:55 Options	ServiceNow put volume heavy and directionally bearish » Bearish flow noted in… Bearish flow noted in ServiceNow with 2,475 puts trading, or 1.6x expected. Most active are Feb-19 105 puts and 1/4 weekly 172.5 puts, with total volume in those strikes near 790 contracts. The Put/Call Ratio is 3.03, while ATM IV is up nearly 3 points on the day. Earnings are expected on January 30th. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	30 Jan 25 Feb
NOW ServiceNow $176.52 -1.16 (-0.65%) 15:45 01/02/19 01/02 15:45 01/02/19 15:45 Options	ServiceNow call volume above normal and directionally bullish » Bullish option flow… Bullish option flow detected in ServiceNow with 5,054 calls trading, 1.7x expected, and implied vol increasing over 1 point to 51.50%. Jan-19 190 calls and Jan-19 195 calls are the most active options, with total volume in those strikes near 3,700 contracts. The Put/Call Ratio is 0.28. Earnings are expected on January 30th. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	30 Jan 25 Feb

Over a month ago
ORCL Oracle $46.44 0.62 (1.35%) , CRM Salesforce $131.12 -1.17 (-0.88%) … 05:35 12/20/18 12/20 05:35 12/20/18 05:35 Recommendations	Oracle, Salesforce, ServiceNow, Nice Systems, Zendesk, Mimecast analyst commentary at Jefferies » Jefferies sees… Jefferies sees 'strong' Software fundamentals heading into 2019. Secular forces in the Software space "remain very strong," and while there are real macro and valuation concerns, indications are that information technology spending trends "will remain supportive in key markets," Jefferies analyst John DiFucci tells investors in a research note titled ": 2019 Outlook: Strong Fundamentals More Than Offset Real Concerns." He believes increased regulation in Europe as well as increased U.S. corporate discretionary capital, along with a setup for continued M&A momentum, "should be supportive of valuations over time." The analyst's top Software picks going into 2019 are Oracle (ORCL), Salesforce (CRM), ServiceNow (NOW), Nice Systems (NICE), Zendesk (ZEN) and Mimecast (MIME). ORCL Oracle $46.44 0.62 (1.35%) CRM Salesforce $131.12 -1.17 (-0.88%) NOW ServiceNow $174.02 0.48 (0.28%) NICE Nice Systems $109.17 -0.15 (-0.14%) ZEN Zendesk $55.97 0.555 (1.00%) MIME Mimecast $32.87 -0.11 (-0.33%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	20 Dec 09 Jan 03 Mar
NOW ServiceNow $187.61 4.23 (2.31%) 04:55 12/13/18 12/13 04:55 12/13/18 04:55 Conference/Events	ServiceNow management to meet with RBC Capital » Meetings to be held in… Meetings to be held in Dublin on December 12 and in Amsterdam on December 13 hosted by RBC Capital. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	13 Dec
NOW ServiceNow $190.56 7.18 (3.92%) 11:47 12/12/18 12/12 11:47 12/12/18 11:47 Conference/Events	ServiceNow management to meet with RBC Capital » Meetings to be held in… Meetings to be held in Dublin on December 12 and in Amsterdam on December 13 hosted by RBC Capital. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	12 Dec 13 Dec

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