With the Iran War In a Stalemate, Software Takes Center Stage [Globe and Mail, The (Toronto, Canada)]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Globe and Mail, The
Investors still seem to believe that AI will disrupt the enterprise software sector. Two days after President Trump extended a ceasefire with Iran, the two countries remained at a stalemate over the Strait of Hormuz. The U.S. continued to enforce a blockade it announced after the ceasefire agreement, while Iran is also blocking the waterway as the two countries are seemingly battling for control of the Strait. Oil prices rose on the ongoing shutdown as investors seem to be betting that the closure will endure. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Stocks fell, meanwhile, in part due to stalled progress in the conflict, but also due to a collapse in the software sector after ServiceNow (NYSE: NOW) and IBM (NYSE: IBM) both reported earnings last night. While the results were in line with estimates,
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News
- ServiceNow Earnings Beat Estimates in Q1 on Subscription Strength [Yahoo! Finance]Yahoo! Finance
- ServiceNow bets on security, agentic AI to sustain revenue growth [Yahoo! Finance]Yahoo! Finance
- Legendary Investor Michael Burry Is Shrugging Off the Software Apocalypse (Sort of) and Buying Salesforce Stock. Should You? [Yahoo! Finance]Yahoo! Finance
- 2 Large-Cap Stocks with Solid Fundamentals and 1 We Turn Down [Yahoo! Finance]Yahoo! Finance
- With the Iran War In a Stalemate, Software Takes Center Stage [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 4/22/26 - Beat
NOW
Sec Filings
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- 4/20/26 - Form S-8
- NOW's page on the SEC website