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Timothy 🟢 | Panic Drop
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Timothy 🟢 | Panic Drop
@timoassi
Combining stocks & crypto to outperform the market | Elite Pro Investor on eToro | Panic Drop Newsletter https://t.co/SIEyJNMlr9
Belgium Katılım Ağustos 2011
1.5K Takip Edilen2.6K Takipçiler

$NOW CEO Bill McDermott just laid out the 2030 plan at FAD 2026:
• Subscription revenue to double to $30B+
• Rule of 60 (non-GAAP) and Rule of 50 (GAAP)
• TAM now $600B, up ~100% YoY
• 6 business lines at $1B+
• Highest renewal rate in SaaS
• Serving 90% of the Fortune 500 (up 500 bps)
• 100B+ annual workflows, up 25% YoY
• 7T transactions, up 25% YoY
• AI Control Tower integrates with AWS, OpenAI, Anthropic, NVIDIA, Palantir, Azure, GCP, OCI, Databricks, Snowflake, Salesforce, Adobe, Workday, SAP & more
Bill McDermott:
“$30B by 2030 is my bear case - the board didn’t let me present my real expectations.”




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@BlackMambaMilli This is going to make headlines one day or another!
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@timoassi Legend 😏 it keeps on having good earnings
It most likely won’t slow down
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Let's gooo!!!
Revenue: $1.63 billion (up ~85% YoY)
Timothy 🟢 | Panic Drop@timoassi
I spotted Peter Thiel in the gym today. He is about to pump the $PLTR price after they release earnings. How hard are you pumping today?
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@timoassi Did it ever look weak? That’s the ETF that drives everything.
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@antibearthesis My mom is 70 and invests in BTC. Do with that info what you want!
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