Adam Borg

how those changes have played out and any future risk of further disruptions

Any update you have for fiscal '26 and how we should think about this consumption-based mix

when you speak to customers, where exactly are they in their AI journey

how do you think about the PLM market more broadly

for those existing customers, how penetrated are you in terms of the cost of the projects that are already brought over to Autodesk

remind for us maybe the relative size of the cohort this year versus last year and next?

talk about what's leading to this ongoing momentum? How much runway you feel is left on ACC?

Last quarter, you talked a little bit about the transaction model and I'd call it some self-inflicted hiccups

this is the first time it was above the 100 to 110% range, I think, in years

I'd love to hear a little bit more about kind of what you're hearing with your customer conversations around overall sentiment

Any change in tone in your conversations with the end markets in terms of optimism

are there any learnings from those customers that are on the new model that you're seeing in terms of the adoption

I know we've talked in the past about being almost like a one dot o product. Love to hear more about how you're thinking about that product

is this really living alongside what you'll call the traditional

remind us what kind of opportunity there is when those chips come out? How long after an announcement do you typically see those being adopted by customers?

do you typically see like a one-for-one box refresh or they come back and buy more boxes?

Any way to talk through some of the assumptions, both in terms of, hey, the number of firewalls we expect to be refreshed, will it be the same or fewer

just wondering what the opportunity is for SaaS and SecOps to become a more meaningful contributor to new logos?

How do you think about balancing AI coding adoption with the cost? What AI efficiencies are you looking to see across the organization

how do you think about data localization and sovereign opportunities not just in Act 2, but across the Acts

As we think about the new fiscal year, maybe you could provide a quick update on the channel priorities for '26. Especially in the context of driving act two and act three

it was really interesting to see a few weeks back the integration with Oracle OCI that was announced. Maybe talk a little bit about what advantages does it provide to those OCI customers?

on the sales productivity gains, it's been great to see that continue. Are we at a point now where these gains are beginning to flatten out? Or is there still room for this to continue to trend hig...

it was great to see you moving into the Visionary Quadrant, Gartner single vendor SASE Magic Quadrant this year

Any commentary on the macro that you're seeing?

with the $100 million-plus workers deal, I would love to get a sense of if that team was involved

what this may mean from a network architecture perspective, you know, and speaking with investors, does this mean anything around fragmenting

Love to hear more about kind of the early learnings from kind of the discussions with the customers

talk about what you're seeing kind of in that theater specifically? And just any other commentary by vertical, especially given the big win you announced with BMW from an automotive perspective

any way to parse out the mix of growth coming from expansion versus competitive displacement

I'd love maybe to go a step deeper just on the federal aerospace and defense vertical, what you're seeing overall

the steps that have been taken, the confidence that you have, the internal indicators you’re looking at to see that the go-to-market changes are indeed working

is there anything else interesting happening in the other four verticals worth commenting, both positive or negative

on Symmetry Systems I would love to learn a little bit more about what that brings to you

the top R&D and sales and marketing priorities for fiscal 2026