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TMTB: TEAM INTC First Takes
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TMTB: TEAM INTC First Takes

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TMT Breakout
Jan 30, 2025
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TMTB: TEAM INTC First Takes
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TEAM +15%: Very good results with big cloud beat, much better FY guide and much better Q3 Cloud guide

Some fears today following NOW’s print, but TEAM comes out swinging, calling out AI and enterprise sales driving better than expected Cloud and DC revs. Guide much better. Other AI agentic names like CRM and HUBS should breathe a sigh of relief tomorrow as well.

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