Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, something's wrong ...
In this video, I'll talk about Meta's, Microsoft's (NASDAQ: MSFT), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short ...
In this video, I'll talk about Meta's, Microsoft's (MSFT +0.72%), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short video ...
Software stocks were dragged into bear market territory this week despite a better-than-expected quarterly update from industry leader ServiceNow. Investors question the sector’s future when ...
Over almost three months from late October to January, ServiceNow (NOW)’s stock fell 37%, despite modest revenue growth. Concerns regarding AI disruption, a cautious outlook for FY26, and an ...
ServiceNow can’t catch a break. The software company’s earnings report beat expectations but investors are shunning the sector and still look wary of its acquisition strategy, sending shares lower on ...
Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...
CEO William McDermott stated that "Q4 results beat expectations handily, just like we have consistently for years now." He emphasized that subscription revenue growth was 21%, which was "1.5 points ...
Even upbeat guidance from ServiceNow wasn’t enough to shake negative software sentiment. Software stocks have taken a beating in recent months, reflecting questions about whether artificial ...
More importantly for sentiment, SAP's CFO flagged a sharper-than-expected slowdown in current cloud backlog growth despite reported strength, attributing it to a deal mix shift toward large ...
The MarketWatch News Department was not involved in the creation of this content. -- ServiceNow exceeds guidance across all Q4 2025 topline growth and profitability metrics -- Subscription revenues of ...