Earnings News

The latest earnings stories, summarized by AI

Trade Desk Readies Q1 Earnings as Top Analysts Adjust Forecasts

Trade Desk (TTD) is set to report Q1 after the close on May 7; analysts expect 32 cents per share on about $678.7 million in revenue, with shares dipping ~2.5% to around $24. The company also announced a DramaBox partnership on April 27. Benzinga highlights revisions from its most-accurate analysts: Wedbush to Neutral with a $23 target, UBS down to $31 with Buy, Wells Fargo to $24 with Equal-Weight, Evercore ISI to $32 with Outperform, and Rosenblatt to $25 with Neutral.

19 days ago•Source: Benzinga

ServiceNow Q1 Beat Overshadowed by Middle East Deal Delays Weighing Outlook

earnings

96.985 min•1 month ago

ServiceNow Q1 Beat Overshadowed by Middle East Deal Delays Weighing Outlook

ServiceNow posted Q1 revenue of about $3.77 billion and adjusted EPS of $0.97, beating estimates as subscription revenue rose 22% and remaining performance obligations reached $27.7 billion. Now Assist growth surged 130% for customers with >$1 million in annual contract value, and the company repurchased ~20.1 million shares. For Q2, subscription revenue guidance is $3.815–$3.82 billion and full-year 2026 subscription revenue is $15.74–$15.78 billion, though management cited a roughly 75-basis-point headwind from delayed on-premise deals in the Middle East due to regional conflict. The company also announced a deeper Google Cloud partnership to accelerate AI-driven autonomous operations. After-hours, NOW fell about 14%.

via Benzinga