Don't get swallowed by the media.
Switzerland
Joined November 2021
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andrin.eth retweeted
AI is not replacing $NOW.
No credible CTO will offboard ServiceNow for a random AI solution with uncertain ROI.
Q2 Earnings:
- Subscription revenues: $3.9B (up 23% YoY)
- Operating Margin: 30% vs. Est. 27%
- EPS $0.90 vs. Est. $0.86
Q3 Guidance:
- Subscription revenue: $4.0B vs. Est. $4.1B
stock down 10% or more.
Overall, if I had to make one prediction today:
Revenue: $3.97B
Adjusted EPS: $0.89
Stock tomorrow: +11%
—not cannibalizing—the core business, I think investors will re-rate the stock.
One thing that would worry me is cRPO below ~20%. Software investors have become laser-focused on future contracted revenue. Even if EPS beats, weak backlog or cautious guidance could easily send the
$NOW
Why I'm leaning bullish
The stock has already been under significant pressure leading into earnings, so expectations have come down. Analysts are still looking for roughly 22% revenue growth, which is remarkable at this scale. If management can show that AI is accelerating
andrin.eth retweeted
Argentina’s match gets tied 1-1 and Switzerland automatically gets a red card.
FIFA.
Levels to take profits: (Depending on news and Ripple Events (Trump))
$0.57309 = 5%
$0.92212 = 5%
$1.70264 = 70%
20% leave running to $4.80, as soon as $1.90 achieved, set b/e to $1.70264
Level to rescale:
$0.24887
$0.29898
Do whatever you want, nfa
only thing important for #HBAR right now
HBAR Gameplan
B/e point: $0.10370
Has to be achieved:
Weekly (08.12.2024) close above $0.36317
Monthly DEC close above $0.36317
ATH taken out by Monthly January candle