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does this mean that, that physical AI time line has been brought forward?
marquee AI infrastructure company expanded the use of signoff solutions. I just want to clarify
You mentioned several times in the prepared remarks about taking share across the board. And I was just curious, is this kind of a change relative to previous quarters?
should we expect the number of the attach rates in terms of the 3 or 4 more products per customer sort of accelerate at this level
would you say that's been broad-based in terms of the productivity across both international and domestic
I just want to ask a question on the organic revenue for the quarter
you mentioned about the leading HPC provider successfully taping out the next generation of AI accelerator
how firm are those commitments
I was just wondering why is that the case
can you comment at any potential verbal commitments on EDC
have those investments been made in terms of people and headcount? Is that already in place
is that part of what's giving you confidence in terms of the R&D growth for the year
do we start seeing an impact to gross margin? In other words, that royalty that you paid for Salesforce for Veeva CRM
are you considering potentially doing the same maybe at the same time next year
I think on the last earnings call, you said that we're contributing about half of the $140 million of ARR. I think now you're saying it's about $95 million
our checks found that Zscaler could benefit greatly from the federal business, and I know it's not a big contributor of revenue today