$ServiceNow(NOW)$ $SAP SE(SAP)

$ServiceNow(NOW)$ $SAP SE(SAP)$ $Salesforce.com(CRM)$ $Oracle(ORCL)$ Third, share repurchases support shareholders.

The board authorized an additional $5 billion buyback program and announced a significant accelerated repurchase plan, helping offset dilution and potentially boosting earnings per share over time.

Fourth, the long-term target is ambitious.

Management is targeting more than $30 billion in subscription revenue by 2030, roughly double the expected 2026 run rate. McDermott has even referred to that target as a conservative scenario.

Fifth, proven leadership.

McDermott previously led SAP through a major growth phase and has built a reputation for executing large-scale enterprise software strategies. His insider stock purchases and long-term vision have given many investors confidence.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":576496736470264,"tweetId":"576496736470264","gmtCreate":1781728060000,"gmtModify":1782104436145,"author":{"id":9000000000000192,"idStr":"9000000000000192","authorId":9000000000000192,"authorIdStr":"9000000000000192","name":"JackJackson","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":88,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><a href=\"https://ttm.financial/S/SAP\">$SAP SE(SAP)$&nbsp;</a><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a><a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>Third, share repurchases support shareholders.\nThe board authorized an additional $5 billion buyback program and announced a significant accelerated repurchase plan, helping offset dilution and potentially boosting earnings per share over time.\nFourth, the long-term target is ambitious.\nManagement is targeting more than $30 billion in subscription revenue by 2030, roughly double the expected 2026 run rate. McDermott has even referred to that target as a conservative scenario.\nFifth, proven leadership.\nMcDermott previously led SAP through a major growth phase and has built a reputation for executing large-scale enterprise software strategies. His insider stock purchases and long-term vision have given many investors confidence.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a><a href=\"https://ttm.financial/S/SAP\">$SAP SE(SAP)$&nbsp;</a><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a><a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>Third, share repurchases support shareholders.\nThe board authorized an additional $5 billion buyback program and announced a significant accelerated repurchase plan, helping offset dilution and potentially boosting earnings per share over time.\nFourth, the long-term target is ambitious.\nManagement is targeting more than $30 billion in subscription revenue by 2030, roughly double the expected 2026 run rate. McDermott has even referred to that target as a conservative scenario.\nFifth, proven leadership.\nMcDermott previously led SAP through a major growth phase and has built a reputation for executing large-scale enterprise software strategies. His insider stock purchases and long-term vision have given many investors confidence.</body></html>","text":"$ServiceNow(NOW)$ $SAP SE(SAP)$ $Salesforce.com(CRM)$ $Oracle(ORCL)$ Third, share repurchases support shareholders. The board authorized an additional $5 billion buyback program and announced a significant accelerated repurchase plan, helping offset dilution and potentially boosting earnings per share over time. Fourth, the long-term target is ambitious. Management is targeting more than $30 billion in subscription revenue by 2030, roughly double the expected 2026 run rate. McDermott has even referred to that target as a conservative scenario. Fifth, proven leadership. McDermott previously led SAP through a major growth phase and has built a reputation for executing large-scale enterprise software strategies. His insider stock purchases and long-term vision have given many investors confidence.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/576496736470264","repostId":0,"isVote":1,"tweetType":1,"viewCount":125,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SAP","NOW","CRM","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":698,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/576496736470264"}