Brad Reback

should we assume that if we ex out the sequential downtick in that customer that the core guide would have been probably 300 or 400 basis points higher?

Can you give us a sense of where you are in that productivity curve? And if there's additional meaningful gains you think

what are you thinking philosophically as it relates to that maybe on-prem workloads in general

in the quarter, money represented well over half of the growth in online services. Should we expect that to continue

it would feel like the recovery in Mailchimp is more a driver next year, than needed for this year

any sense of what percent of inference done on Azure will be done on proprietary models versus open models

Can you give us what it was in 4Q?

Software bookings decelerated a little bit sequentially, I think from the mid-teens to the high singles. Was that predominantly Deltek? Or were there other drivers there?

you talked about the rollout of the AI SKUs happening now through the first half of '26 and then needing to sell it. That all seems like we should be thinking about this more of a '27 and beyond or...

following up on that 30% productivity gain comment. How do you decide what falls to the bottom line and what gets invested back

Given that there are 200,000 providers on the platform, does the gross retention rate look a little different here than maybe other aspects

As it relates to free cash flow and operating cash flow, should we expect a return to growth here in June? Or is it more back-end weighted?

is that fundamentally changing the competitive landscape when you're going into new customers?

how do you think about balancing the huge opportunity in front of you and the ability to drive margin expansion?

I know last quarter, you talked about having good line of sight into that level of activity.

Maybe an update on how that's tracking and if that had any impact on the strong bookings in the quarter.