At the same time, Gallagher cautioned that services remains “lumpy,” citing weaker services bookings in the third quarter followed by a stronger fourth quarter.Gallagher characterized fourth-quarter bookings as mixed. He highlighted a rebound in services bookings, including what he called an unexpectedly strong December. He said December services bookings were up 17% , and attributed the strength in part to seasonality and “some budget flush.” The outperformance was described as broad-based across customer ...