Creator sentiment
2 creators · 2 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
Nothing notable in the past 7 days.
The bear case
- −Remaining performance obligations are expected to grow only 18.5%, signaling future revenue deceleration despite the CEO's AI hype.
- −Gross, operating, and operating cash flow margins are all compressing, and stock-based compensation is accelerating while fundamentals are not.
- −The CEO seems too promotional, and AI does not yet appear to be a tailwind for the business.
- −At 24x free cash flow it is not cheap enough, and he sees better stocks in software.
What StockTubers recently said
📹 ServiceNow Stock: The Google Gemini Deal Has One Big Catch
The Gemini integration deepens ServiceNow's role as core workflow plumbing, making it harder for customers to leave and supporting long-term subscription value. · No money was attached to the announcement — no new contracts, customers, or revenue split disclosed — so near-term impact on the stock is likely small. · Google could own the employee-facing relationship and eventually influence which back-end platform is used, threatening ServiceNow's pricing power. · Valuation is rich at ~97x earnings with net income down ~45% despite 20% revenue growth, leaving little room to stumble.
📹 The Market Hated These Stocks Earnings - Here's Why
Remaining performance obligations are expected to grow only 18.5%, signaling future revenue deceleration despite the CEO's AI hype. · Gross, operating, and operating cash flow margins are all compressing, and stock-based compensation is accelerating while fundamentals are not. · The CEO seems too promotional, and AI does not yet appear to be a tailwind for the business. · At 24x free cash flow it is not cheap enough, and he sees better stocks in software.