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if the partner rebate program you talked about last quarter you know, remains in effect for the remainder of the year
when a customer burns through their contracted credits faster than they expected and they reflex, does that overage flow into your subscription revenue
how much the Adaptive Shield acquisition contributed this quarter in Q4, and then if, you know, if you add back the $56 million you talked about in CCP
am I thinking about that correctly in terms of customer retention, and are you factoring in any improvement to ARR due to Falcon Flex going forward?
still a little bit unclear on why services revenue growth is decelerating so much. Looking back over the last, call it, 4 quarters?
I'm wondering if you could provide any more color on really what drove that strength in Q1 because it -- maintaining that same growth rate was pretty impressive
I was wondering if you could just give any color on how to think about the growth rates of those two segments going forward?
How much visibility do you have in that segment relative to your cyber safety platform?
How are you thinking about sharing purchases this year while you're balancing the dividend and driving down the net leverage ratio?
I'm just wondering if you could just help us understand where you see the synergies between the two businesses?
was that deceleration just entirely due to that onetime bump from the National Public Data Breach you saw last quarter?
do you think the net adds will improve, particularly in the US going forward? Because I think you said it was more influenced by the international growth this quarter?
did you see an improvement in the LifeLock attach rate or customers upgrading to that higher-end membership that includes LifeLock this quarter, given all the breach activity?
we saw in the news how Cloudflare blocked a number of record-breaking DDoS attacks this quarter
you're still on track to reach that $5 billion target in FY '28. I'm just wondering if you could talk about the path you're on relative to your expectations
I'm wondering if you could just expand on the traction you're seeing in the broader government sector?
I'm just wondering if you could double-click on the trends that you're seeing in the SASE market and why is kind of winning more of these larger deals
I'm just trying to parse out maybe how much of your SaaS wins are coming from the overall market inflecting higher
is there any way to look at the percentage of ARR that those platform customers account for
it looks like your net new ARR declined on a year-over-year basis for last two consecutive quarters
I was wondering if you could provide an update on the growth of ARR from that solution, whether those new customers you're bringing into Palo Alto onto the platform, are coming at the expense of ot...
those products go hand in hand with Zero Trust Everywhere solution. So I'm just wondering if you're seeing customers possibly buying both solutions
I'm wondering what's making up the difference between the $1 billion and the new growth categories they are you generated versus the $2.9 billion in total
could provide some more color on how you're helping -- how they're helping you bring more customers -- help more customers roll-out Copilot