2026 Q1 -tulosraportti
54 päivää sitten
‧1 t 19 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Ylimääräinen yhtiökokous 2025 5.12.2025 | ||
2025 Q3 -tulosraportti 29.10.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·5 t sittenIt will be exciting to see how the market reacts to ServiceNow's earnings report on the 22nd. I have personally increased my position leading up to the report. I'm particularly watching growth, guidance, and the effect of the AI initiative. Can ServiceNow surprise positively like Snowflake or not.24 ääntä 2 päivää 18 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
·2 päivää sittenThe sell-off/sale came on fear that agentic AI eats SaaS. This week proved the opposite: USA export-controlled Anthropic's frontier models overnight, Microsoft refused the data terms. The message to any company that thought they would build their own agents directly on a raw API: that path is fragile and can break Friday evening. What do risk-averse companies do then? They let the trusted vendor take the model risk. That's ServiceNow's whole idea — broker the models, own the contracts and compliance, switch vendors under the hood without the agents breaking. More unstable model layer = more valuable orchestration layer above. The fundamentals never cracked: 22% subscription growth, 97% retention, $1,5 mrd Now Assist ACV target, raised guidance — yet ~55% below peak at ~26x P/E. A 20%+ growth machine at a sector-fear discount. The flight to safety is underway. NOW is the destination. Follow new agent-ACV next quarter.·2 päivää sittenWhen investors realize that NOW is a safe haven in an AI game that goes from letting anyone become a software expert to AI above a certain level being a national security risk, then the money goes out of Semi and right back into software. Exciting development!
·2 päivää sittenServiceNow usually reports Q2 at the end of July. If the pattern from previous years holds, it is likely that Q2 2026 will be reported around 22–24 July 2026. No official date seems to have been published yet. What the market expects The company's own guidance after Q1 is: Subscription revenues: 3,815–3,820 billion USD Growth: approximately 22.5 % year over year cRPO (Current Remaining Performance Obligations): approximately 19 % growth Operating margin (non-GAAP): approximately 26.5 % The most important thing to follow Positive factors The AI products (Now Assist, agentic AI) are growing very fast. The number of large deals continues to increase. Management has raised the full-year forecast after Q1. AI contracts seem to be developing faster than the company previously thought. Risks Delayed deals in the Middle East affected Q1 and may also affect Q2. The acquisition of Armis is pressuring margins during 2026. Investors are very focused on cRPO growth; if it becomes weak, the stock can react negatively even with a revenue beat. My assessment For the stock, revenue itself is no longer the most important thing. ServiceNow often beats its revenue guidance. What the market will look at is: AI growth (Now Assist/agentic AI) cRPO growth Comments on the delayed Middle East deals If the full-year forecast is raised again If ServiceNow reports: subscription revenues over 3.82 billion USD, cRPO over 20 %, and raises the full-year forecast, then I believe the stock can have a very strong upward reaction because the valuation has come down significantly from peak levels. If cRPO, however, falls below guidance, the market can punish the stock despite an otherwise strong quarter. As an investor, I think the most interesting question for Q2 is not "do they beat the forecast?" but rather: is AI a new growth engine that can keep ServiceNow above 20 % growth even in 2027–2028? That is the question that ultimately determines if the stock can double in a few years' time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
54 päivää sitten
‧1 t 19 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sittenIt will be exciting to see how the market reacts to ServiceNow's earnings report on the 22nd. I have personally increased my position leading up to the report. I'm particularly watching growth, guidance, and the effect of the AI initiative. Can ServiceNow surprise positively like Snowflake or not.24 ääntä 2 päivää 18 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
- ·2 päivää sittenThe sell-off/sale came on fear that agentic AI eats SaaS. This week proved the opposite: USA export-controlled Anthropic's frontier models overnight, Microsoft refused the data terms. The message to any company that thought they would build their own agents directly on a raw API: that path is fragile and can break Friday evening. What do risk-averse companies do then? They let the trusted vendor take the model risk. That's ServiceNow's whole idea — broker the models, own the contracts and compliance, switch vendors under the hood without the agents breaking. More unstable model layer = more valuable orchestration layer above. The fundamentals never cracked: 22% subscription growth, 97% retention, $1,5 mrd Now Assist ACV target, raised guidance — yet ~55% below peak at ~26x P/E. A 20%+ growth machine at a sector-fear discount. The flight to safety is underway. NOW is the destination. Follow new agent-ACV next quarter.·2 päivää sittenWhen investors realize that NOW is a safe haven in an AI game that goes from letting anyone become a software expert to AI above a certain level being a national security risk, then the money goes out of Semi and right back into software. Exciting development!
- ·2 päivää sittenServiceNow usually reports Q2 at the end of July. If the pattern from previous years holds, it is likely that Q2 2026 will be reported around 22–24 July 2026. No official date seems to have been published yet. What the market expects The company's own guidance after Q1 is: Subscription revenues: 3,815–3,820 billion USD Growth: approximately 22.5 % year over year cRPO (Current Remaining Performance Obligations): approximately 19 % growth Operating margin (non-GAAP): approximately 26.5 % The most important thing to follow Positive factors The AI products (Now Assist, agentic AI) are growing very fast. The number of large deals continues to increase. Management has raised the full-year forecast after Q1. AI contracts seem to be developing faster than the company previously thought. Risks Delayed deals in the Middle East affected Q1 and may also affect Q2. The acquisition of Armis is pressuring margins during 2026. Investors are very focused on cRPO growth; if it becomes weak, the stock can react negatively even with a revenue beat. My assessment For the stock, revenue itself is no longer the most important thing. ServiceNow often beats its revenue guidance. What the market will look at is: AI growth (Now Assist/agentic AI) cRPO growth Comments on the delayed Middle East deals If the full-year forecast is raised again If ServiceNow reports: subscription revenues over 3.82 billion USD, cRPO over 20 %, and raises the full-year forecast, then I believe the stock can have a very strong upward reaction because the valuation has come down significantly from peak levels. If cRPO, however, falls below guidance, the market can punish the stock despite an otherwise strong quarter. As an investor, I think the most interesting question for Q2 is not "do they beat the forecast?" but rather: is AI a new growth engine that can keep ServiceNow above 20 % growth even in 2027–2028? That is the question that ultimately determines if the stock can double in a few years' time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Ylimääräinen yhtiökokous 2025 5.12.2025 | ||
2025 Q3 -tulosraportti 29.10.2025 |
2026 Q1 -tulosraportti
54 päivää sitten
‧1 t 19 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Ylimääräinen yhtiökokous 2025 5.12.2025 | ||
2025 Q3 -tulosraportti 29.10.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sittenIt will be exciting to see how the market reacts to ServiceNow's earnings report on the 22nd. I have personally increased my position leading up to the report. I'm particularly watching growth, guidance, and the effect of the AI initiative. Can ServiceNow surprise positively like Snowflake or not.24 ääntä 2 päivää 18 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
- ·2 päivää sittenThe sell-off/sale came on fear that agentic AI eats SaaS. This week proved the opposite: USA export-controlled Anthropic's frontier models overnight, Microsoft refused the data terms. The message to any company that thought they would build their own agents directly on a raw API: that path is fragile and can break Friday evening. What do risk-averse companies do then? They let the trusted vendor take the model risk. That's ServiceNow's whole idea — broker the models, own the contracts and compliance, switch vendors under the hood without the agents breaking. More unstable model layer = more valuable orchestration layer above. The fundamentals never cracked: 22% subscription growth, 97% retention, $1,5 mrd Now Assist ACV target, raised guidance — yet ~55% below peak at ~26x P/E. A 20%+ growth machine at a sector-fear discount. The flight to safety is underway. NOW is the destination. Follow new agent-ACV next quarter.·2 päivää sittenWhen investors realize that NOW is a safe haven in an AI game that goes from letting anyone become a software expert to AI above a certain level being a national security risk, then the money goes out of Semi and right back into software. Exciting development!
- ·2 päivää sittenServiceNow usually reports Q2 at the end of July. If the pattern from previous years holds, it is likely that Q2 2026 will be reported around 22–24 July 2026. No official date seems to have been published yet. What the market expects The company's own guidance after Q1 is: Subscription revenues: 3,815–3,820 billion USD Growth: approximately 22.5 % year over year cRPO (Current Remaining Performance Obligations): approximately 19 % growth Operating margin (non-GAAP): approximately 26.5 % The most important thing to follow Positive factors The AI products (Now Assist, agentic AI) are growing very fast. The number of large deals continues to increase. Management has raised the full-year forecast after Q1. AI contracts seem to be developing faster than the company previously thought. Risks Delayed deals in the Middle East affected Q1 and may also affect Q2. The acquisition of Armis is pressuring margins during 2026. Investors are very focused on cRPO growth; if it becomes weak, the stock can react negatively even with a revenue beat. My assessment For the stock, revenue itself is no longer the most important thing. ServiceNow often beats its revenue guidance. What the market will look at is: AI growth (Now Assist/agentic AI) cRPO growth Comments on the delayed Middle East deals If the full-year forecast is raised again If ServiceNow reports: subscription revenues over 3.82 billion USD, cRPO over 20 %, and raises the full-year forecast, then I believe the stock can have a very strong upward reaction because the valuation has come down significantly from peak levels. If cRPO, however, falls below guidance, the market can punish the stock despite an otherwise strong quarter. As an investor, I think the most interesting question for Q2 is not "do they beat the forecast?" but rather: is AI a new growth engine that can keep ServiceNow above 20 % growth even in 2027–2028? That is the question that ultimately determines if the stock can double in a few years' time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt