
SaaSpocalypse NOW. Also, massive earnings and central bank week ahead.
From Saxo Market Call by SaxoStrats
April 24, 2026 · 36 min · Episode 1394
About this episode
The episode discusses the impact of recent earnings reports in the software-as-a-service sector and previews upcoming central bank meetings.
Today, we look at the collateral damage in software-as-a-service land after ServiceNow shares suffered a nasty markdown yesterday after reporting earnings. We also look Intel's massive advance and other big movers on the day, and preview next week's peak-earnings season calendar with Saxo Equity Strategist Ruben Dalfovo. Also, a preview of the five G10 central banks meeting next week, with the Powell's swan song FOMC meeting next Wednesday. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a…
People in this episode
Host: John J. Hardy
Guest: Ruben Dalfovo
Topics covered
- software-as-a-service
- earnings
- central banks
- market analysis
- investing
Keywords
- SaaS
- earnings
- ServiceNow
- Intel
- central banks
- FOMC
- market updates
Mentioned in this episode
Organizations: ServiceNow, Intel, Saxo Bank A/S
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