TMTB: TEAM INTC First Takes
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.