Alex Zukin

what is the payback period on that? So $500 million, let's say, that you are investing in this motion

can you maybe just unpack exactly why it was dampened. And as consumption trends improve, how do we think about that kind of impact as we head through Q2, Q3, Q4

what was the strategic rationale, a little more color on that, and maybe how we should think about the synergies from the deal for next year

Can you help bifurcate like how much of this is just better adoption of the AI-first products versus for PxQ

How do you see yourself the role in which you're helping CMOs adapt, which parts of your portfolio are best positioned

comment on the competitive environment that you're seeing down market with some of the disruptors

coopetition with vendors like Meta where it at least it's a little harder for some investors to understand

if you look at the $125 million and you think about the segmentation between Assistant, Firefly, GenStudio

how you are thinking about your approach towards organic versus inorganic innovation here

Can you maybe talk about how you're thinking about the growth driver from Fireflies from Gen Studio and when kind of how will we see that percolate through the year

Maybe talk about how you see this debate settling and about the monetization opportunity for both Claudeforce and Headless

is there anything you can tell us around maybe just any changes around the duration or anything that makes this new contract maybe a little stickier

Can you maybe talk to what -- the increasing opportunity around this crossover in this AI age and what that means for Datadog?

how should we think about the progression of gross margins and gross profit dollar growth, particularly as you continue to also see the AI cohort acceleration

how long do you think we should think about the duration of this trend of this non-AI acceleration

remind us what are you seeing on both top of funnel and upsell dynamics and cross-sell?

what surprised you the most in the quarter that drove the outsized beat?

What products or what usage maybe that surprised you, Dylan, to the upside? I mean, maybe specifically on Dev Mode

the OpenAI integration and announcements at their Dev Day, maybe any thought on how that has any potential impact

how the conversations have gone with your enterprise customers with the new pricing and packaging rollout

whether the performance around taxes, if there is anything structural that is changing, it does not sound like it is AI

Can you highlight the traction around both attracting top sales talent to the org and the impacts on the outputs

I wanted to ask how durable are some of the trends that you're seeing over the course of the next few quarters and even beyond that?

can you speak to some of the margin leverage and efficiencies that you're seeing from deploying some increasing AI leverage

how much is it -- how much push is it versus pull? How does the agentic functionality unlock that opportunity for you?

maybe just clarify the launch around these new agentic offerings, the opportunity set that this brings you into, what kind of pricing model you are contemplating?

what you're seeing in your business right now from an SMB demand environment perspective

is that just effectively mostly associated with the timing of incremental spend for some of your newer initiatives

How much of that are you starting to see the pull in of the non-AI driven by the AI portion of Azure

give us a characterization of the overall enterprise spending environment right now, and not just in the Middle East, but globally

what gives you the confidence to be that prudent in the guide?

give us a flavor a little bit of the tailwinds and headwinds that you're seeing both in the demand environment, from a budgetary perspective, and also kind of how you're thinking about the monetiza...

Anything that stands out positive from this large renewal cohort that wasn't initially expected this quarter, like whether it's a greater willingness to expand with Pro Plus?

Maybe demand trends as you progress through the quarter, linearity of bookings and kind of maybe talk to us a little bit about how the consumption and utilization of some of the AI credits is trend...

Maybe you can you just talk about what's driving this seemingly better-than-expected execution. Is it something that's changed in the traction of the AI product? Is it something that's changed in t...

There's a lot of anxiety. I know from the investor community about DOGE, about federal activity in general in the public sector. It seems like it delivered to your expectations.

it's the first time that tech workflows dipped below 50% in the quarter and quite extraordinary that I think CRM and industry jumped up to 34%. How do you see those two trending as the year progres...

How soon after the introduction of the Oracle AI database would you expect your enterprise customers

how to think about RPO trends and trending over the course of the next few quarters in light of that

could you opine on the current kind of state of the AI training versus inferencing opportunity

What are you seeing in terms of the uplift on spend?

Maybe just talk specifically about kind of what you saw post holiday in January and specifically even coming out of February

maybe better understanding the confidence and conviction around and maybe the direction of travel for the expansion rate

to what extent do you feel as though the outperformance was kind of a normalization of the demand environment

You're seeing a change with how customers are either investing in their AI stack with Snowflake or building agents?

maybe can you talk to how much of this is broader demand environment versus sales execution improvements versus confidence

what you're seeing with some of the kind of first mover customers that are seeing an opportunity with Snowflake

if you had to think about what really happened this quarter that seemingly unlocked and unblocked the enterprise motion, because it did seem like there was a meaningful inflection in large deal act...

At what point do you would you expect to see monetization increase, improve, and that greater value proposition to result in acceleration

What other anecdotes do you have to share in terms of other product attainment and adoption trends that you're seeing from that kind of super user cohort?

this is the largest cloud revenue beat, I think you guys have given since you started providing guidance

on the AI ACV contribution as a percentage of your new SaaS ACV this quarter

what's driving the strength competitively here? Were there any onetime items?

are you seeing any accelerating sales cycles driven by you know, either increased want for AI adoption

contextualize the free cash flow margin guide. I think there's still a cash tailwind from no incremental cash tax payments.

how much should we anticipate from an organic -- from a total top line contribution maybe for fiscal '26 and beyond?

understanding and helping us bridge the decline in kind of net new annual SaaS bookings year-to-date in the quarter on tough comps from last year, but the confidence in SaaS revenue growth for next...

is there kind of maybe gauge the level of conservatism still embedded in the outlook for those events just given the kind of maybe lower macro impacts

200 basis points add from the bill, you increased it by 100. Maybe what's that delta tied to?

is it should we assume that new SaaS deal ARR, versus last year is gonna be a little bit less around some of the pause and caution that you called or saw in Q1?

How should we think about that R&D line even maybe beyond just this year taking on a different shape over the course of the next few years?

go a little bit deeper on just the quality of the demand environment, the pipeline going into this year, because it seems like, again, specifically on the SaaS line, it continues to outperform

how many flex credits does an onboarding or procurement agent actually go through?

what do think is different from a Workday perspective that drove that, you know, incrementally better execution

I wanted to ask you specifically how you're thinking about monetizing third-party agents

how much do we think kind of comes from from inorganic, there

since Analyst Day, is there anything that maybe you've seen that gives you even more confidence

where do you maybe see the potential for materiality for growth acceleration

how you guys are framing it in terms of the ability to really monetize and add a tremendous level of new value to your existing customer relationships

Was that a -- was that a surprise in terms of you were able to sign these larger deals, and you knew you were going to sign them

I'm wondering if the election either caused any kind of late minute deal slippage, or just incremental friction, in the quarter itself