EPISODE · Apr 23, 2026 · 39 MIN
Earnings Are Coming In Strong: Don't Read Too Much Into ServiceNow
from Rigatoni Capital Podcast · host Colin Santucci
ServiceNow beat on revenue and earnings last night, growing subscription revenue 22% year over year, raising full year guidance, and posting AI-specific commitments on track to hit $1.5 billion for 2026. The stock dropped 14% anyway because the company flagged a 75 basis point headwind from delayed Middle East deals due to the Iran war. This morning I make the case that software earnings are going to look healthy this season and that ServiceNow was simply the first IGV name out of the gate and got caught in a bad news cycle. I also run through Tesla, SK Hynix, IBM, Texas Instruments, CSX, GE Vernova, Intuitive Surgical, Lam Research, Lockheed Martin, and Blackstone all reporting this week.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #ServiceNow #NOW #EarningsSeason #IGV #Tesla #TSLA #IBM #TexasInstruments #TXN #Lockheed #LMT #Blackstone #BX #LRCX #stockanalysis #marketwatch #RigatoniCapital$NOW $TSLA $IBM $TXN $LMT $BX $LRCX $CSX $GEV $ISRG $QQQ
What this episode covers
ServiceNow beat on revenue and earnings last night, growing subscription revenue 22% year over year, raising full year guidance, and posting AI-specific commitments on track to hit $1.5 billion for 2026. The stock dropped 14% anyway because the company flagged a 75 basis point headwind from delayed Middle East deals due to the Iran war. This morning I make the case that software earnings are going to look healthy this season and that ServiceNow was simply the first IGV name out of the gate and got caught in a bad news cycle. I also run through Tesla, SK Hynix, IBM, Texas Instruments, CSX, GE Vernova, Intuitive Surgical, Lam Research, Lockheed Martin, and Blackstone all reporting this week.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #ServiceNow #NOW #EarningsSeason #IGV #Tesla #TSLA #IBM #TexasInstruments #TXN #Lockheed #LMT #Blackstone #BX #LRCX #stockanalysis #marketwatch #RigatoniCapital$NOW $TSLA $IBM $TXN $LMT $BX $LRCX $CSX $GEV $ISRG $QQQ
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Earnings Are Coming In Strong: Don't Read Too Much Into ServiceNow
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