TMTB: GTLB -12% First Takes
Doesn’t look good…Revenue light of buyside expects / cRPO miss and smallest beat since they went public in 2021, will fuel bear concerns over AI/competitive headwinds
Revenue: $214.5 M (+27 % y/y) vs Street $213.4 M (+26 %) vs Buyside $216.5 M (+28 %).
cRPO: $584.8 M (+34 % y/y) vs Street $587 M – essentially in-line; total RPO $955 M vs Street $948 M.
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