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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
how you are thinking about your approach towards organic versus inorganic innovation here
if you look at the $125 million and you think about the segmentation between Assistant, Firefly, GenStudio
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
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
Can you highlight the traction around both attracting top sales talent to the org and the impacts on the outputs
whether the performance around taxes, if there is anything structural that is changing, it does not sound like it is AI
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?
is that just effectively mostly associated with the timing of incremental spend for some of your newer initiatives
what you're seeing in your business right now from an SMB demand environment perspective
How much of that are you starting to see the pull in of the non-AI driven by the AI portion of Azure
what gives you the confidence to be that prudent in the guide?
give us a characterization of the overall enterprise spending environment right now, and not just in the Middle East, but globally
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...
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.
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...
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
could you opine on the current kind of state of the AI training versus inferencing opportunity
how to think about RPO trends and trending over the course of the next few quarters in light of that
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
what's driving the strength competitively here? Were there any onetime items?
contextualize the free cash flow margin guide. I think there's still a cash tailwind from no incremental cash tax payments.
are you seeing any accelerating sales cycles driven by you know, either increased want for AI adoption
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...
200 basis points add from the bill, you increased it by 100. Maybe what's that delta tied to?
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
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?
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 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?
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