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what happens to their spend with CDW? And if you could touch on any updates on the AI line card business model
what do you think drove that trend in the quarter, that kind of inflection in better operating leverage?
how you thought about preventing future or further disruption from the operating model?
Is that an annual, meaning like per year in 2027 and 2028? Or is that a total amount?
I wonder if you might kinda compare and contrast cloud versus AI in terms of the investor narrative
it seems like the implication here is not much improvement in gross margin despite PC mix coming down and inflation
I wonder if you could just unpack a little bit more of the buildup, what might be offsetting that weakness in public sector
Just reflect on how this cycle is maybe similar or different than prior years? And curious on the strategic part of that discussion in particular
Is this incremental, where customers are buying this in addition to EDR? Or is this being used more as a substitute for EDR
if you could just talk around assumptions for public sector given that's fed fiscal year end. And then, separately, you previously talked about net new ARR accelerating
what are investors may be missing if they over fixate on the backlog trend?
could you walk through sort of the drivers that led to this level of improvement?
why was that the wrong assumption to make for bears
what is driving that, the trends and trajectory from here
if I look at the operating income line, it was kind of more in line, let's call it. So I wonder if you just kind of assess the quarter
I would love it if you could maybe just take a little bit of time to reflect on early learnings from Silvus
I just want to pick on that and just ask about the key attributes that help Chronosphere get that level of commitment
Has that metric returned to growth yet? And if not, maybe the timing or expectation of when that might return to growth?
What was the pivot point to move the AI strategy from more embedded in the product with Atlassian Intelligence