Sam Vadas breaks down three of Friday morning’s biggest earnings movers. Atlassian (TEAM) surges after beating expectations and issuing upbeat guidance, while Twilio (TWLO) rallies after topping quarterly estimates and raising its full-year outlook. Cloudflare (NET) also jumps after an earnings beat, stronger-than-expected third-quarter guidance, and a higher full-year forecast as AI continues to drive demand.