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When Beating Earnings Isn't Enough: What the SaaS Sell-Off Tells Us About Investor Psychology
5 min read

When Beating Earnings Isn't Enough: What the SaaS Sell-Off Tells Us About Investor Psychology

ServiceNow just posted one of the most impressive quarters in enterprise software history. Subscription revenue up 22% year on year. AI product sales forecast raised by 50% to nearly $1.5 billion for the full year. CEO Bill McDermott declared the company was "converting chaos to control" with its AI platform, and the numbers backed him up.

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