▶ 전체 게시글 텍스트
ServiceNow is down 15% after earnings, and everyone else in the sector is down 1–2%.
It seems like this will be the trend for this quarter: if one company falls, the whole sector gets punished.
With so many earnings lined up over the next two months, it could be a bloodbath.
Not saying you should sell, but if you want to buy the dip, maybe at least wait till this cycle end
**Late April**
* **Apr 23:** PD (PagerDuty), SAP (Enterprise/ERP)
* **Apr 29:** MSFT (Microsoft), CFLT (Confluent)
* **Apr 30:** TEAM (Atlassian), TWLO (Twilio)
**Early May**
* **May 4:** PLTR (Palantir)
* **May 5:** SHOP (Shopify), PCOR (Procore), KVYO (Klaviyo), FRSH (Freshworks)
* **May 6:** PAYC (Paycom), APP (AppLovin - *Confirmed*)
* **May 7:** DDOG (Datadog), NET (Cloudflare), HUBS (HubSpot), DBX (Dropbox), APPN (Appian), PCTY (Paylocity), U (Unity), TTD (The Trade Desk - *Confirmed*), TOST (Toast - *Est*)
**Mid-Late May**
* **May 11:** MNDY (monday.com)
* **May 13:** DT (Dynatrace - *Est*)
* **May 14:** FIG (Figma)
* **May 19:** PANW (Palo Alto Networks)
* **May 20:** SNOW (Snowflake), ZM (Zoom)
* **May 21:** WDAY (Workday), INTU (Intuit)
* **May 26:** OKTA (Okta), BOX (Box - *Est*)
* **May 27:** CRM (Salesforce), S (SentinelOne - *Est*)
* **May 28:** ESTC (Elastic), ZS (Zscaler)
**June**
* **Jun 2:** CRWD (CrowdStrike), ASAN (Asana - *Est*)
* **Jun 3:** PATH (UiPath - *Est*)
* **Jun 4:** DOCU (DocuSign - *Est*), MDB (MongoDB - *Est*)
* **Jun 5:** SMAR (Smartsheet - *Est*)
* **Jun 8:** GTLB (GitLab - *Est*)
* **Jun 11:** ADBE (Adobe)
* **Jun 16:** ORCL (Oracle - *Est*)
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*Note: Dates marked (Est) are based on historical trends.*