Arjun Bhatia

Thomas said cross-sell is already happening, with customers adding second and third channels, and software add-ons grew 25% plus.

Khozema said AI start-ups begin in Voice and he expects conversational AI to extend the tailwind to Messaging and e-mail over time.

Thomas said reorganized compensation plans and specialist enablement are driving cross-sell, with software add-ons accelerating and more deals closing with multiple products.

CEO said ConversationRelay leads customer conversations and Segment-powered add-ons are in high demand; CRO cited a fashion retailer expanding with agent copilot.

CEO said the added R&D goes predominantly to engineering behind AI, calling it a once-in-a-generation shift; CRO cited customer pull for RCS and voice AI.

CRO said AE enablement and inbound customer demand are driving cross-sell, with Voice Intelligence, Verify and SMS pumping protection growing strongly.

CEO conceded falling transactional volumes would hit the business but saw offsets in AI customer care and gave no split of sticky versus exposed revenue.

CEO said multichannel communications combos are the shorter sales cycles, while data-plus-communications needs more R&D and time to become self-serve.

CFO credited expansion and modestly lower contraction, with ISV and self-serve strong, but declined to guide the metric beyond saying it tracks revenue.

Praveer described varied purchase paths and expects credit consumption to grow, with beta products a later tailwind.

Dylan said users stretch Make from prototypes to shipped software, and early technical constraints have been corrected.

Praveer said guidance is based on observed seat and credit usage, with an opportunity to overperform as behaviors are confirmed.

Dylan argued agents expand the surfaces designers must create and keep humans in the loop, making design more of a differentiator.

Dylan distinguished Buzz (graphics self-serve) from Weavy (production workflow) and said Weavy stays standalone for now.

Dylan said Make is expanding beyond designers to developers, PMs and marketers across the organization.

Mike emphasized Rovo surfaces across Atlassian and third-party platforms via MCP. Teamwork Graph provides context advantage, better, cheaper, faster results. Third-party agents from Gamma, Canva, Cursor, Claude Pro also surface in Atlassian context. Rovo evaluated against platforms but customer reaction described as amazing.

Mike cited continuum of cloud platform investment reaching readiness, FedRAMP, government cloud, isolated cloud, data residency. Joe added most customers expected to migrate closer to March 2029 EOL date, with acceleration in FY28-29 timeframe.

Mike emphasized already-strong enterprise base with hundreds of $1M+ customers. Brian Duffy 6 months in, driving improvements in customer success, partner ecosystem, sales operations, and GSI relationships. Over 80% of Fortune 500 are customers but represent ~10% of business.

Joe attributed deal timing to larger, more complex deals rather than macro. Mike highlighted FedRAMP, Government Cloud, and Isolated Cloud as closing remaining platform gaps.

Sasan declined to commit to precise timing, emphasizing progress on the Big Bets and decisive actions already taken in DIY tax pricing and QuickBooks Free/Lite. He said he would rather let say-do and quarterly results speak, expressing confidence from both the scaling bets and Intuit's history of driving new customer acquisition, and pointed to next month's Investor Day for more detail.

Sasan emphasized channel-agnostic approach. Customers use Intuit apps regardless of surface. Privacy/economics identical. Positioned for wherever customers are. Only time will tell actual usage patterns.

Sasan explained agents are embedded into workflows, not separate offerings. Customers see outcomes (10% higher payment volume, paid 5 days early) rather than technology. Forrester study shows 300% ROI over 3 years.

Aman emphasized need for minimum traffic scale before including in financials. Mark confirmed any Airo.ai progress would be upside to guidance.

Aman differentiated GoDaddy's micro business customer from enterprise-focused AI competitors, noting limited direct impact on their funnel so far.

Harley said agentic volume is small vs $116 billion GMV but trends are strong (traffic and orders up 3x), and Shop app native GMV grew 70% with Cart Sync at 30% of Shop app GMV.

Harley confirmed significant progress but still much room to grow internationally, citing Payments expansion to 60 countries, Capital in Germany/Netherlands. Jeff highlighted underappreciated Asia Pacific success.