Cloud software that automates IT and enterprise workflows; embedding AI to handle routine work.
| Indicator | Score | Band |
|---|---|---|
| R&D Spending Relative to Revenue | 42 | AMBER (~38–46) |
| AI Monetization Gap (reframed for Layer 4) | 53 | AMBER (~48–58) |
| Insider-Selling Intensity | 12 | GREEN (~10–15) |
| Balance Sheet & Debt Capacity | 33 | GREEN (~28–38) |
| Management Quality & Turnover | 47 | AMBER (~42–52) |
| Organic Demand Quality (MIT 95% lens) | 52 | AMBER (~48–56) |
Q. How big is Now Assist actually?
A. Unknown from filed data. "More than doubled YoY" with no base disclosed. If it was $200M in ACV entering Q4 2025, it's now $400M+ — significant but 3% of $12.9B subscription base. Management chooses not to file the dollar figure. That choice is itself informative.
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 12.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $173,376.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Yuan Eric S. | Director | 2026-06-15 | Award | — | — |
| Briggs Teresa | Director | 2026-05-28 | Sale | $173,376 | discretionary |
| Luddy Frederic B | Director | 2026-05-21 | Award | — | — |
| Briggs Teresa | Director | 2026-05-21 | Award | — | — |
| Chamberlain Paul Edward | Director | 2026-05-21 | Award | — | — |
EDGAR Form 4, parsed structured · last 5 txns · asof 2026-07-20 · refreshes off the Form-4 event class
| Announced cuts (2026) | 0 |
| Date | 2026 |
| Confidence | high |
| Attribution | NOT-AI |
| Driver | riding-the-boom |
| Source | no confirmed cut; +25% stock, growing |
No confirmed 2026 layoff — an AI-platform winner (Now Assist), hiring not cutting. Corrected from pending: not a cutter.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.