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ServiceNow (NOW) Falls 9.94% as AI Threatens SaaS Sector
Yahoo Finance· 2026-01-30 03:37
Core Viewpoint - ServiceNow Inc. has experienced significant stock declines due to investor concerns regarding the impact of AI on the software-as-a-service (SaaS) industry, despite reporting strong earnings in the fourth quarter of the previous year [1][2]. Financial Performance - ServiceNow's net income for the fourth quarter increased by 4 percent to $401 million, up from $384 million year-over-year, contributing to a full-year net profit of $1.75 billion, a 23 percent increase from $1.42 billion [3]. - Total revenues rose by 21 percent to $3.57 billion from $2.96 billion, with the full-year revenue reaching $13.3 billion, also a 21 percent increase from $10.98 billion year-over-year, surpassing earlier guidance [4]. - For the first quarter, ServiceNow anticipates subscription revenues between $3.650 billion and $3.655 billion, indicating an implied growth of 21.5 percent year-on-year [4]. - Full-year subscription revenues are projected to be between $15.53 billion and $15.57 billion, reflecting a 20.5 percent to 21 percent increase from 2025 levels [5]. Market Sentiment - The overall sentiment in the software sector remains negative, with concerns about AI advancements creating a challenging environment for SaaS companies that rely on subscription models [2][3].
黄金、白银巨震
Sou Hu Cai Jing· 2026-01-30 02:15
Market Overview - The global financial markets experienced significant volatility, with gold and silver prices dropping sharply after reaching historical highs, with maximum intraday declines of over 5% and 8% respectively [1][9][10] - The U.S. stock market also faced turbulence, with the Nasdaq index plunging 2.6% at one point before closing down 0.72% [2][11] Cryptocurrency Market - The cryptocurrency market saw a major sell-off, with Bitcoin dropping over 5% to below $85,000, while Ethereum and other altcoins experienced declines exceeding 6% [3][6] - Cryptocurrency-related stocks also suffered, with Strategy stock falling over 9% and Coinbase Global down more than 4% [5] Gold and Silver Market - Gold prices experienced a sharp decline, falling from a peak of $5,600 per ounce to $5,105.83, marking a maximum drop of 5.7% before rebounding [9] - Silver prices also fell from a historical high of $121.67 per ounce to $106.80, with a maximum intraday decline of 8.5% [9] Investor Sentiment - There is a growing skepticism regarding Bitcoin's status as a macro hedge, as it has underperformed compared to gold and silver despite rising geopolitical tensions [6][7] - Recent data indicates that Bitcoin holders have entered a loss realization phase for the first time in 2023, suggesting a decline in investor confidence [6] Corporate Earnings Impact - Microsoft shares plummeted nearly 12% during trading after reporting a slowdown in cloud business growth, impacting the software sector significantly [11][12] - Other tech stocks reacted variably, with Meta seeing a 10.4% increase after announcing substantial capital expenditure plans, while other companies like ServiceNow and SAP faced declines [12][13]
美股收盘:业绩引爆微软Meta冰火两极 存储股闪迪盘后狂飙
Xin Lang Cai Jing· 2026-01-29 22:41
智通财经1月30日讯(编辑 赵昊)周四(1月29日),微软暴跌拖累美股早盘走低,但三大指数盘中持续缩小跌幅,最终道指收盘转涨。 截至收盘,标普500指数跌0.13%,报6969.01点;纳斯达克综合指数跌0.72%,报23685.12点。盘中,两只指数分别一度跌1.5%和2.6%。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道琼斯指数 | 0 | 49071.56 | +55.96 | 0.11% | | 标普500指数 | | 6969.01 | -9.02 | -0.13% | | 纳斯达克综合指数 | | 23685.12 | -172.33 | -0.72% | 道琼斯指数涨0.11%,报49071.56点,盘中一度跌0.85%。30只成分股中,22家上涨8家下跌,IBM、霍尼韦尔涨近5%,弥补了微软跌约10%的拖累。 前一交易日,微软发布的业绩报告显示,公司云业务增速从40%放缓至39%;毛利率约为68%,降至三年来最低。微软周四收跌9.99%,盘中一度跌逾12%。 微软的暴跌重创软件板块,季度盈利和营收均好于预期的Se ...
Trading day: Volatility surge, tech wreck
Yahoo Finance· 2026-01-29 22:06
Market Overview - Global markets experienced significant volatility due to fears of a U.S. strike on Iran and the threat of another government shutdown, impacting oil and metals prices while tech stocks suffered, leading to declines in the Nasdaq and S&P 500 [1][3] Key Market Moves - Wall Street saw a decline, with the Nasdaq down by 0.7%, and notable losses in Germany's DAX at 2%. U.S. tech stocks fell by 2%, while communications software gained 3%. Major companies like SAP and Microsoft saw declines of 15% and 10% respectively, whereas Apple rose by 4% in after-hours trading following its Q4 results [3][4] Oil and Commodities - Oil prices surged, with Brent crude surpassing $70 per barrel for the first time since July, driven by geopolitical tensions, particularly U.S.-Iran relations. WTI crude reached its highest level since September [4][5] - The volatility in commodity markets was marked by sharp price swings, with gold, silver, and copper hitting new highs before closing lower. This reflects a speculative excess in the precious metals sector [5][6] Economic Indicators - The U.S. trade deficit widened significantly, marking the largest increase in nearly 34 years as of November [3] - Year-on-year oil price changes have shifted from -25% at the start of the year to -5%, indicating a potential concern for policymakers as high energy prices could impact the affordability crisis ahead of the U.S. midterm elections [5]
Yahoo Finance: Market Coverage, Stocks, & Business News
Yahoo Finance· 2026-01-29 21:53
Hello and welcome to Market Domination Overtime. Stocks closing mostly lower on AI spending fears. Let's send it over to our very own Jared Licky who is here with the latest moves.Jared, >> thank you Josh. Well, we got a mixed market because the Dow photo finish managed to close in the green just barely there. And let's check out the intraday price action.And you can see we spent most of the day in the red. Although we started in the green and we ended in the green. So I guess the uh close is what's mattere ...
These Stocks Are Today’s Movers: Microsoft, Meta, Tesla, Joby Aviation, SAP, Royal Caribbean, and More
Barrons· 2026-01-29 21:50
Core Viewpoint - The stock market experienced mixed results as investors reacted to earnings reports from major technology companies, with a significant decline in Microsoft shares contributing to a 0.7% drop in the Nasdaq Composite [1]. Group 1: Company Performance - Microsoft shares saw a notable decrease, impacting overall market performance [1]. - Other companies mentioned include Meta, Tesla, Joby Aviation, SAP, and Royal Caribbean, indicating a broader focus on Big Tech earnings [1]. Group 2: Market Reaction - The Nasdaq Composite index fell by 0.7%, reflecting investor sentiment amidst the earnings announcements from major tech firms [1].
SAP Stock Sees Biggest Drop Since 2020 Over Cloud Concerns
PYMNTS.com· 2026-01-29 20:51
Core Insights - SAP experienced its largest one-day share price drop since 2020, with shares falling over 16% to their lowest level in almost two years due to concerns about its cloud computing business [1][3]. Group 1: Cloud Business Performance - The decline in SAP's share price was triggered by the company's announcement that the growth of its cloud backlog would "slightly decelerate" from the 25% growth rate achieved in 2025, indicating slower-than-expected growth in large contracts [2]. - SAP projected cloud revenue growth of 23% to 25% for the year, which aligns with analysts' expectations but is a decrease from last year's 26% [3]. Group 2: CEO's Response and Strategic Focus - CEO Christian Klein emphasized the need for SAP to focus on executing its long-term strategy rather than reacting to short-term share price fluctuations, suggesting that software-as-a-service companies are currently under scrutiny due to the rise of AI [4]. - Klein argued that SAP is well-positioned to leverage AI in business processes, stating that AI agents must understand business data to deliver value, and highlighted the company's recent advancements in AI applications for enterprises [4]. Group 3: AI Integration and Retail Solutions - SAP has introduced new AI enhancements aimed at retailers, including the Retail Intelligence solution within SAP Business Data Cloud, which is designed to integrate planning, execution, and engagement [5][6]. - The company positions itself as providing a comprehensive AI-enhanced retail operating system that focuses on speed, personalization, and growth across various channels and segments [6].
Harvest Gold Discovers Significant Gold-Silver-Copper Halos In The Northern Part Of The Mosseau Property
Thenewswire· 2026-01-29 20:50
  Vancouver, British Columbia / January 29, 2026 ‑ TheNewswire - Harvest Gold Corporation (TSXV: HVG) (“Harvest Gold” or the “Company”) is pleased to announce the results of a detailed review of current and historical drilling data conducted in light of the Company’s 2025 drilling program.  This work has identified several significant near-surface Au-Ag-Cu halos in the northern portion of the Mosseau Property, its flagship property in the Urban Barry Belt in Quebec’s Abitibi region. Rick Mark, President and ...
SAP shares plunge on cloud backlog disappointment
Proactiveinvestors NA· 2026-01-29 16:24
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog
ZACKS· 2026-01-29 16:15
Core Insights - SAP SE reported a fourth-quarter 2025 non-IFRS earnings per share (EPS) of €1.62, reflecting a 16% increase year-over-year [1][9] - The company experienced strong cloud bookings and profitability, with total revenues on a non-IFRS basis reaching €9.68 billion, a 3% increase year-over-year (9% at constant currency) [2][3] - Despite positive revenue growth, SAP's shares fell 18% in pre-market trading due to cloud backlog and 2026 revenue guidance not meeting investor expectations [3][9] Financial Performance - For 2025, total revenue was €36.8 billion, up 8% (11% at constant currency), with predictable revenue increasing to 86% [3] - The cloud backlog surged 16% (25% at constant currency) to €21.05 billion, indicating strong market demand [4] - Non-IFRS gross profit was €7.2 billion, a 3% increase year-over-year, while non-IFRS cloud gross profit rose 21% to €4.18 billion [11] Cloud Business Highlights - Cloud revenues reached €5.61 billion, up 19% year-over-year (26% at constant currency), driven by a 23% growth in Cloud ERP Suite revenues [5] - SAP Business AI played a significant role, being included in two-thirds of cloud order entries, highlighting its importance in deal conversion [2][9] - The company secured significant customer wins across various sectors, including notable clients like Bank of Italy and Deutsche Bundesbank [8] Client Adoption and Solutions - The "Rise with SAP" solution was adopted by numerous clients, including major brands like adidas and H&M Group [6] - SAP's "GROW with SAP" initiative aimed at smaller businesses was implemented by several organizations, enhancing cloud ERP adoption [7] Future Outlook - For 2026, SAP projects cloud revenue between €25.8 billion and €26.2 billion, indicating a growth of 23% to 25% from 2025 [15] - Non-IFRS operating profit is expected to be between €11.9 billion and €12.3 billion, representing a growth of 14% to 18% [16] - The company anticipates a moderation in current cloud backlog growth in 2026 compared to 2025 [16]