ServiceNow is down 15% after earnings, and everyone else in the sector is down 1–2%.
It seems like this will be the trend for this quarter: if one company falls, the whole sector gets punished.
With so many earnings lined up over the next two months, it could be a bloodbath.
Not saying you should sell, but if you want to buy the dip, maybe at least wait till this cycle end
Late April
* Apr 23: PD (PagerDuty), SAP (Enterprise/ERP)
* Apr 29: MSFT (Microsoft), CFLT (Confluent)
* Apr 30: TEAM (Atlassian), TWLO (Twilio)
Early May
* May 4: PLTR (Palantir)
* May 5: SHOP (Shopify), PCOR (Procore), KVYO (Klaviyo), FRSH (Freshworks)
* May 6: PAYC (Paycom), APP (AppLovin – Confirmed)
* May 7: DDOG (Datadog), NET (Cloudflare), HUBS (HubSpot), DBX (Dropbox), APPN (Appian), PCTY (Paylocity), U (Unity), TTD (The Trade Desk – Confirmed), TOST (Toast – Est)
Mid-Late May
* May 11: MNDY (monday.com)
* May 13: DT (Dynatrace – Est)
* May 14: FIG (Figma)
* May 19: PANW (Palo Alto Networks)
* May 20: SNOW (Snowflake), ZM (Zoom)
* May 21: WDAY (Workday), INTU (Intuit)
* May 26: OKTA (Okta), BOX (Box – Est)
* May 27: CRM (Salesforce), S (SentinelOne – Est)
* May 28: ESTC (Elastic), ZS (Zscaler)
June
* Jun 2: CRWD (CrowdStrike), ASAN (Asana – Est)
* Jun 3: PATH (UiPath – Est)
* Jun 4: DOCU (DocuSign – Est), MDB (MongoDB – Est)
* Jun 5: SMAR (Smartsheet – Est)
* Jun 8: GTLB (GitLab – Est)
* Jun 11: ADBE (Adobe)
* Jun 16: ORCL (Oracle – Est)
Note: Dates marked (Est) are based on historical trends.
Major SaaS Earnings Calendar: April – June
byu/Far-East-locker instocks
Posted by Far-East-locker
1 Comment
You forgot a big one. CSU on May 12th.