ServiceNow Flags Middle East Deal Delays, Shares Crash

Reuters04-23 07:17

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Comment（1）

a4xrbj1
·04-23 12:47
And yet it's down 15% - some big investor is been selling his shares and has done so several times already, causing these huge drops. Probably well hedged with PUTs so everyone else is paying the price as they cause the drop but hardly lose money :-(
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src=\"https://community-static.tradeup.com/news/a9ee3941751dd935bbd5625871e38d66\" tg-width=\"361\" tg-height=\"105\"/>The company said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. &#34;We don&#39;t know when these conflicts will get sorted out, but we continue to work with these customers,&#34; he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<img src=\"https://community-static.tradeup.com/news/690396405b6b67707d113b6774273400\" alt=\"Software stocks fall on AI disruption concerns\" title=\"Software stocks fall on AI disruption concerns\" tg-width=\"1420\" tg-height=\"894\"/>Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed &#34;SaaSpocalypse&#34; - a term reflecting the gloom around software-as-a-service companies.Zavery said, &#34;I am not worried about the narrative,&#34; as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.<img src=\"https://community-static.tradeup.com/news/0a21472d093c88cf178d57d3d0bac14c\" alt=\"ServiceNow&#39;s subscription revenue growth remains steady\" title=\"ServiceNow&#39;s subscription revenue growth remains steady\" tg-width=\"1420\" tg-height=\"868\"/>ServiceNow&#39;s subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts&#39; average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.</body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-04-23 07:17\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li>Armis acquisition expected to impact margins in 2026</li><li>Shares down about 12% in extended trading</li><li>First-quarter revenue and adjusted EPS beat estimates</li><li>Company boosts annual subscription revenue forecast</li></ul><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue growth, sending its shares down 12% in extended trading.<img src=\"https://community-static.tradeup.com/news/a9ee3941751dd935bbd5625871e38d66\" tg-width=\"361\" tg-height=\"105\"/>The company said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. &#34;We don&#39;t know when these conflicts will get sorted out, but we continue to work with these customers,&#34; he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<img src=\"https://community-static.tradeup.com/news/690396405b6b67707d113b6774273400\" alt=\"Software stocks fall on AI disruption concerns\" title=\"Software stocks fall on AI disruption concerns\" tg-width=\"1420\" tg-height=\"894\"/>Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed &#34;SaaSpocalypse&#34; - a term reflecting the gloom around software-as-a-service companies.Zavery said, &#34;I am not worried about the narrative,&#34; as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.<img src=\"https://community-static.tradeup.com/news/0a21472d093c88cf178d57d3d0bac14c\" alt=\"ServiceNow&#39;s subscription revenue growth remains steady\" title=\"ServiceNow&#39;s subscription revenue growth remains steady\" tg-width=\"1420\" tg-height=\"868\"/>ServiceNow&#39;s subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts&#39; average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0265550359.USD","symbol_name":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) 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AV"},"translate_title":"ServiceNow表示中东交易延迟，股价暴跌","themeId":"5b59d487fd82eb8629763a621e22e48f","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f56416259a88fc5d925d67f96edde668","symbols_score_info":{"NOW":0.9,"NOWL":0.6,"CRMG":0.6,"CRM":0.9},"content_text":"Armis acquisition expected to impact margins in 2026Shares down about 12% in extended tradingFirst-quarter revenue and adjusted EPS beat estimatesCompany boosts annual subscription revenue forecastServiceNow reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue growth, sending its shares down 12% in extended trading.The company said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. \"We don't know when these conflicts will get sorted out, but we continue to work with these customers,\" he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed \"SaaSpocalypse\" - a term reflecting the gloom around software-as-a-service companies.Zavery said, \"I am not worried about the narrative,\" as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.ServiceNow's subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts' average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":true,"code":"91000000","status":"200"},"commentList":[{"id":556616694489536,"gmtCreate":1776919662308,"gmtModify":1776922514984,"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","vip":1,"crmLevel":12,"crmLevelSwitch":1,"wearingBadges":[],"authorIdStr":"4140090365269462","idStr":"4140090365269462"},"htmlText":"And yet it's down 15% - some big investor is been selling his shares and has done so several times already, causing these huge drops. Probably well hedged with PUTs so everyone else is paying the price as they cause the drop but hardly lose money :-(","listText":"And yet it's down 15% - some big investor is been selling his shares and has done so several times already, causing these huge drops. Probably well hedged with PUTs so everyone else is paying the price as they cause the drop but hardly lose money :-(","text":"And yet it's down 15% - some big investor is been selling his shares and has done so several times already, causing these huge drops. Probably well hedged with PUTs so everyone else is paying the price as they cause the drop but hardly lose money :-(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556616694489536","repostId":2629204750,"repostType":2,"repost":{"id":"2629204750","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1776899859,"share":"https://ttm.financial/m/news/2629204750?lang=en_US&edition=fundamental","pubTime":"2026-04-23 07:17","market":"nz","language":"en","title":"ServiceNow Flags Middle East Deal Delays, Shares Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2629204750","media":"Reuters","summary":"UPDATE 5-ServiceNow flags Middle East deal delays, shares crashArmis acquisition expected to impact margins in 2026Shares down about 12% in extended tradingFirst-quarter revenue and adjusted EPS beat estimatesCompany boosts annual subscription revenue forecastUpdates shares, adds details in paragraph 11By Jaspreet Singh","content":"<html><head></head><body><ul style=\"\"><li>Armis acquisition expected to impact margins in 2026</li><li>Shares down about 12% in extended trading</li><li>First-quarter revenue and adjusted EPS beat estimates</li><li>Company boosts annual subscription revenue forecast</li></ul><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue growth, sending its shares down 12% in extended trading.<img src=\"https://community-static.tradeup.com/news/a9ee3941751dd935bbd5625871e38d66\" tg-width=\"361\" tg-height=\"105\"/>The company said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. &#34;We don&#39;t know when these conflicts will get sorted out, but we continue to work with these customers,&#34; he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<img src=\"https://community-static.tradeup.com/news/690396405b6b67707d113b6774273400\" alt=\"Software stocks fall on AI disruption concerns\" title=\"Software stocks fall on AI disruption concerns\" tg-width=\"1420\" tg-height=\"894\"/>Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed &#34;SaaSpocalypse&#34; - a term reflecting the gloom around software-as-a-service companies.Zavery said, &#34;I am not worried about the narrative,&#34; as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.<img src=\"https://community-static.tradeup.com/news/0a21472d093c88cf178d57d3d0bac14c\" alt=\"ServiceNow&#39;s subscription revenue growth remains steady\" title=\"ServiceNow&#39;s subscription revenue growth remains steady\" tg-width=\"1420\" tg-height=\"868\"/>ServiceNow&#39;s subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts&#39; average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nServiceNow Flags Middle East Deal Delays, Shares Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-04-23 07:17\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li>Armis acquisition expected to impact margins in 2026</li><li>Shares down about 12% in extended trading</li><li>First-quarter revenue and adjusted EPS beat estimates</li><li>Company boosts annual subscription revenue forecast</li></ul><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> reported on Wednesday that delays in closing several large government deals in the Middle East hurt first-quarter subscription revenue growth, sending its shares down 12% in extended trading.<img src=\"https://community-static.tradeup.com/news/a9ee3941751dd935bbd5625871e38d66\" tg-width=\"361\" tg-height=\"105\"/>The company said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. &#34;We don&#39;t know when these conflicts will get sorted out, but we continue to work with these customers,&#34; he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.<img src=\"https://community-static.tradeup.com/news/690396405b6b67707d113b6774273400\" alt=\"Software stocks fall on AI disruption concerns\" title=\"Software stocks fall on AI disruption concerns\" tg-width=\"1420\" tg-height=\"894\"/>Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed &#34;SaaSpocalypse&#34; - a term reflecting the gloom around software-as-a-service companies.Zavery said, &#34;I am not worried about the narrative,&#34; as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.<img src=\"https://community-static.tradeup.com/news/0a21472d093c88cf178d57d3d0bac14c\" alt=\"ServiceNow&#39;s subscription revenue growth remains steady\" title=\"ServiceNow&#39;s subscription revenue growth remains steady\" tg-width=\"1420\" tg-height=\"868\"/>ServiceNow&#39;s subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts&#39; average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global 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growth faced about a 75-basis-point headwind from delayed closures of several large on-premises deals in the region due to the ongoing conflict.Chief Operating Officer Amit Zavery told Reuters that those deals are expected to close throughout the year. \"We don't know when these conflicts will get sorted out, but we continue to work with these customers,\" he said.ServiceNow, like its peers, is also facing investor concerns that artificial intelligence tools could shift enterprise clients away from traditional software by automating some of the tasks previously done by their products.Software stocks fall on AI disruption concernsAdvanced coding tools by Anthropic and OpenAI have sparked a sell-off in software stocks in recent months, leading to what Wall Street has dubbed \"SaaSpocalypse\" - a term reflecting the gloom around software-as-a-service companies.Zavery said, \"I am not worried about the narrative,\" as more than 50% of new business comes from non-seat-based pricing models, where revenue is tied to platform usage rather than user licenses.Its acquisition of cybersecurity startup Armis for $7.75 billion may also create near-term challenges in fiscal 2026, impacting free cash flow margin by about 200 basis points for the year and operating margin by about 125 basis points in the second quarter.In the first quarter, ServiceNow secured 16 deals, each exceeding $5 million in annualized value.ServiceNow's subscription revenue growth remains steadyCEO Bill McDermott said on a post-earnings call that the company had not faced pressure from customers to cut prices on its core products, even as clients increased spending on AI solutions.ServiceNow expects 2026 subscription revenue to be between $15.74 billion and $15.78 billion, up from its earlier outlook of $15.53 billion and $15.57 billion.The subscription revenue forecast of $3.815 billion to $3.820 billion for the second quarter also exceeded analysts' average estimate of $3.75 billion, according to LSEG-compiled data.First-quarter revenue of $3.77 billion and adjusted earnings per share of 97 cents beat estimates of $3.74 billion and 96 cents, respectively.","news_type":1,"symbols_score_info":{"NOW":0.9,"NOWL":0.6,"CRMG":0.6,"CRM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":10,"commentSize":1,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}