Wake up TDC, results matter! No innovation, poor leadership, rookie CEO and CFO, even worse execution. Awful Q3, lowering guidance for the year and 2022 projected to be flat. Unacceptable. All the time the product teams continue to deflect, blaming everyone other than themselves. We spend far too many cycles on DEI hand waving and virtue signaling. Combine this with with an incoherent strategy, is there any wonder SNOW is cleaning up?
Activist investor or PE target, this is now beyond a joke. #gameover