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← @pascualinvest

$NOW

BEARISH2026-07-22
Price around the call
↓ 2026-07-22
By horizonMaturing · ~19 trading days to go
1d
✗ +7.3%
5d
…
21d
…
Original post
Facundo Pascual · 2026-07-22

$NOW presentó Q2 2026 y superó el techo de guía en todas las métricas de crecimiento y rentabilidad. Ingresos por suscripción de $3.877 millones, 24,5% interanual, 23% en moneda constante, 150 puntos básicos por encima del techo que la propia empresa había marcado. Ingresos totales de $3.987 millones, 24% interanual. El cRPO, que es lo que la empresa ya tiene contratado y va a facturar en los próximos doce meses, llegó a $13.200 millones, 21% interanual. El RPO total, que suma todo lo contratado a futuro, tocó $29.000 millones, también 21%. Son los números que mejor anticipan hacia dónde va el negocio, y ambos vienen acelerando. La ejecución comercial es el dato más fuerte del trimestre. 123 transacciones de más de un millón de dólares en ACV neto nuevo, creciendo casi 40% interanual. 6

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