Brad Zelnick

Would love to understand what use cases you're seeing consume credit so meaningfully in video and audio

Can you talk us through the vision of how these agents drive greater for customers

Really just Firefly services across all the franchises, you know, Photoshop, Lightroom, etcetera. You know, what could that integration effort do to the conversion activity

the AWU and token consumption metrics are some of the biggest and fastest growing in software

you have one of the largest infrastructure businesses in all of software. Well over $10 billion in scale

What can you tell us about what lies on the leading edge in terms of applications, impact, and ROI of Agentforce

I wanted to ask about the more core initiative that you mentioned in your remarks

Can you talk about the building blocks that get you there and especially how to think about the renewal opportunity that you have visibility to and the expansion opportunity

get your latest thoughts on memory pricing and any further price increases you might be contemplating throughout the year, and specifically what is baked into the guidance

What are you seeing specifically in this market for securing AI data centers? Who are you competing with?

Is there something specific one-off we should consider in Q3? And as well, it would be great if you can comment on pricing trends and competition

How is that progressing? And what have you seen over the past few months in terms of your competitors trying to capitalize on this end-of-service event

can you share more detail on how much might be attributable to AI efficiencies and perhaps a structural shift from labor to tokens

can you talk us through any of the learnings that came out of this extension season on tax and those might apply to the season ahead?

Can you maybe just help expand a little bit on improvements that underpin the confidence in the 15% to 20% TTL growth next year

Can you maybe further unpack the performance just to understand what really drove this? And maybe within that, the TurboTax offices and local strategy

How should we think, Sandeep, about the progression and drivers that will get us to your full-year GBS guidance

If I look at TurboTax, marketing expense, in the quarter, I think it was up $46 million year on year

the momentum in enterprises embarking on these journeys

is there any way to quantify or frame the revenue impact of Azure being short on capacity

as we think about Microsoft's very rich Copilot portfolio, now having been in market for over a year

How do you see ServiceNow's differentiation evolving from here amidst all the noise?

Now with Logik.ai closed, can you talk more about the most immediate opportunities whether it's service, sales or marketing? And where do you see the lowest hanging fruit right ahead of you?

how do you see Oracle Corporation's role evolving in a world where many other players are vying to be the AI interaction layer

Where does the market share go for the companies that don't have the database, that don't have the advantages that you have

why does the full stack nature of what you do remain important as we enter this new era of computing

What is Oracle's unique value add here? What can Oracle do that others can't?

Is there anything that you can share with us as to how we should expect it might flow through the financials?

I'm curious to hear your perspective as to whether there's diminishing returns on the amount of compute thrown at model training and Oracle's ongoing leadership

How do we think about the balance of opportunity and threat of LLMs doing a lot of the things that we relied upon SIEMs for

what is it that you're doing outside of smart M&A to disrupt yesterday's Palo Alto to ensure success into an AI and quantum future

how much of this is strong execution versus maybe improved macro since April versus seeing the fruits of platformization play out

how should we think about their refresh impacting your opportunity, both in the positive sense that you can go in and displace them as their boxes reach end of life

How would you compare deployment agent perhaps to launch as an incremental unlock helping to reduce TCO

any finer details you can provide as to where those dollars are going? And how much time do you envision that it takes to stabilize growth overall

is there anything different Workday needs to deliver from an AI product perspective for the down market customer versus large enterprise

Carl, can you talk about what led up to the deal strategically, what the vision is

With 25% of customer expansions involving AI, with more products coming down the pipe, what level can that number maybe get to

Can you just talk a little bit about what's happening there in that theater? And if you could distinguish between environment and execution

It seems you're raising your full year ARR expectation by more than your overachievement in Q2

how much more work needs to be done on the product and/or go-to-market fine-tuning to see real acceleration from here?

Can you talk about how your Salesforce will use Flex to exceed their goals in fiscal 2026? Is it available broadly to everybody in the field?

can you walk us through how are these structured? What's the typical duration? In the accounting of these deals?

Just curious if there's been any change to the assumptions around scheduled versus unscheduled billings timing in the back half

what do you see that proves out that the go-to-market changes are making a difference and that those changes are durable

to what extent are those events opportunities for Zscaler to go in and totally rearchitect and transform

30% plus bookings growth, I mean that is really strong. I think by my math, current bookings using CRPO even is strong as well