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Research Alert: Team: Q1 Results Shine With Mixed Outlook From Acquisitions And Restructuring
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Research Alert: Team: Q1 Results Shine With Mixed Outlook From Acquisitions And Restructuring
Oct 30, 2025 2:52 PM

05:20 PM EDT, 10/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

TEAM reported strong Q1 results with non-GAAP EPS of $1.04, beating consensus by $0.20, while revenue of $1.43B grew 21% Y/Y, surpassing estimates by $30M. Cloud revenues accelerated to $998M (+26% Y/Y), representing 70% of total revenue, while Data Center sales decelerated to $372.6M (+11%) as expected. AI adoption momentum continues with 3.5M monthly active users (+50% Q/Q) on its AI solutions, with Rovo at the center of its AI strategy. RPO growth of 42% Y/Y to $3.3B during the quarter demonstrates platform demand. We applaud the raised FY 26 revenue growth guidance to approximately 20.8% Y/Y, up 280 bps from previous expectations. The company completed the acquisition of The Browser Company in Q3 and entered an agreement to acquire DX. However, restructuring charges of $55.7M pressured GAAP margins (-6.7% vs -2.7% prior year), with management guiding Q2 GAAP operating margin to -5% and lowering its full-year operating margin outlook by 150 bps.

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