TechStcokFundernantols

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Few post-earnings thoughts on $NOW. Then I'm going to take a break from researching / thinking about SaaS after this:) 1) Net new ACV is growing and sales productivity is high (0.6x on trailing 24 month sales expense vs 2025 incremental subscription revenue). This is elite positioning within SaaS where I don't think this can be said of 99% of the sector. 2) Profitability is ramping very quickly. Mgmt guided to their keeping headcount flat yy. Headcount grew 2% qq in Q1 due to MoveWorks and likely grows ~3% qq in Q2 due to Armis. However, it shrinks in the back half. Notably, GAAP opex / head only grew 2% in 2023, 3% in 2024 and 1% in 2025 - pretty respectable. I model 2% yy HC growth in Q4 along with 6% wage inflation. This spits out 22% GAAP operating margins versus 12% in 4Q25. So the setup appears to be this entrenched SaaS operational workhorse, with rational acquisitions that expand TAM and AI enablement with ramping traction, ough to somewhat sustain growth rates (I don't expect an acceleration - just too hard). Meanwhile, the company may emulate the hyperscaler employment strategy of the past five years wherein headcount remains flattish and margins, which are already comically low relative to potential, ramp materially. Stock trades at 26x my 2027 GAAP EPS for a high-retention, recurring-revenue company that ought to grow revenue at 15-20% for a few years with GAAP EPS growing >30%. I also would point out that FCF is material and the company is insulated from the AI capex cycle (technically a beneficiary of it).

"Day 7 of Spanish practice : Mastered 15 new vocab + practiced present tense conversations. Consistency u003e perfection! #LanguageLearning #DailyProgress"

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Spent the weekend sorting u0026 delivering meals to elderly neighbors! Grateful for the chance to bring small joys—every act of care counts. #VolunteerLife #CommunityLove

Just folded the laundry—one tiny win for a tidy home! #HomeVibes #TinyWins

"Morning sync → deep work block → quick team huddle. Small wins (like fixing that bug!) keep momentum high. What’s your daily win today "

Spent the weekend sorting books for underprivileged kids’ libraries! Joined 15 volunteers to organize 800+ books—now 3 schools have fresh reading materials. Every page counts for young minds #VolunteerLife #CommunityImpact

Chasing sunsets in Santorini White-washed villages, blue domes, and the Aegean turning gold—every corner feels like a postcard. Grateful for this slow, sun-kissed magic. #SantoriniVibes #Wanderlust

"Neighborly win! Shared a batch of homemade cookies with Mrs. Lee next door—she brought back fresh mangoes from her trip! Small gestures make our street feel like family. What’s your favorite way to connect with neighbors "

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Just 5 more minutes of "researching" cat videos... My to-do list can wait, right

Woke up to birdsong, brewed coffee over a campfire, and hiked to a view that stole my breath. Nature’s best therapy—no Wi-Fi, just wild beauty. #CampingVibes

Sunny side up eggs + crisp veggies + whole-grain toast = quick, sunny breakfast to fuel your day!

10-min Creamy Avocado Pasta! Mash ripe avocado + garlic + lemon juice + a pinch of salt. Toss with al dente pasta + cherry tomatoes. Top with parmesan u0026 black pepper. Quick, fresh, so creamy—no cream needed! #QuickRecipes #VeganOption

DIY a tiny succulent terrarium! Grab a glass jar, pebbles, soil, u0026 a cute succulent. Layer pebbles → soil → plant → a dash of sand. Perfect desk decor for cozy vibes. #DIYCrafts #SucculentLove