Loading…
Loading…
what gives you confidence on the back side that you can monetize this
Have you shifted your view at all on the buyback versus M&A
you used double-digit growth as your true north for growing the company. Think everyone's curious with AI
if you took the AI book of business, it would be low single-digit percent of your total revenue for the year
in a world where software multiples have collapsed pretty significantly, you're paying a pretty big premium
On AWS, I'm curious if you could give us the backlog number?
I am curious to get your thoughts and just the transformation to an AI led story
why not lean a little harder in acquiring technology in M&A versus buying the stock back
it it seems that sales and service were stable at at high single digit growth. Slack accelerated growth
there's questions about the strategy of leaning harder into the buyback. And the balance of M and A
given some of the macro and tariff uncertainty. Have you seen any uncertainty in your customer behavior
I'm curious if you can discuss your role and what you think this means for Salesforce
On Agentforce, I'm curious if you could just talk about the halo effect you're starting to see across the product lines
any big changes in the go-to-market or big you need to make, David, this year to address what's happened in the AI cohort
Can you talk to maybe your true north, how you're thinking about that
are you accelerating that count based on the great results you've seen? Are you digesting that count given those reps are on board
Do you believe you can become more efficient with fewer? Or do you think that, that model doesn't apply that you're seeing with other software companies
is that what you're continuing to plan for the year or do you expect that growth rate to fade
investors are asking, you're seeing a little bit of a downtick. Is that due to seasonality
I was just curious if you could maybe dig in the components and why you're excited for that organic-led initiative
How much longer is this going to take to get you back to growth in that business?
the sense of durability now with TurboTax Live into next year, what gives you that confidence
what would you characterize as the most impactful thing that really drove this magnitude of positive upside?
I'm curious if you've seen any early signs of different reaction or traction, what has been the response?
there's some fear among investors that this is a much lower margin business. This is gonna require a heavier lift
What are investors missing? And why is AI a potential better margin for the industry over time?
On 45% of the backlog being related to OpenAI
many are somewhat concerned about concentration risk
back to the strength across the board in the quarter, was there anything that jumped out at you or surprised you
on your comment about accelerating demand for cloud migrations
you mentioned DeepSeek a couple of times in your prepared remarks
What would you have to do to convert a data center from one customer to another such as one of the larger customers was unable to pay
did you see any impact in the quarter at all from the war in the Middle East?
just curious to hear your thoughts on the private markets given ongoing volatility
I'm curious if you could just give everyone a sense of what you're baking into the 26 guide and how you're protecting against another potential government shutdown
on ProCare, Neil, what do you think needs to happen to get that back meeting expectations?
maybe walk through the strategy, why not leaning harder into M&A versus -- I believe this is your first buyback ever. What drove that decision?
investors have looked at the portfolio and said that you get the diversification aspect, but why do we keep having kind of the setbacks if we're that diverse
did you see any signs of the tariff headlines your government spending flow on impact anything or perhaps throughout the quarter, maybe things got better
curious to get your perspective on what's happening with PE and with the behavior, Jason mentioned some hesitancy
on Deltek on the Fed exposure. Can you help us understand what you're seeing there? And if you've given up the percent exposed
should we expect kind of similar lanes? Are you open to doing something different than you've done in the past?
it just seems like there's a distracting light among some of the software buyers and trying to figure out what to do with that
What are you seeing? What's driving this now where you're seeing that increasing rate?
I think everyone's curious just to get an update on the go-to-market, some of the changes he's making
you're not really flowing that magnitude of margin beat forward into the guide and maybe if you can just discuss where those investments are going
you mentioned demand was stable quarter to quarter, Andy Jassy at Amazon just mentioned demand is improving
for Sana, when does this start to get fully integrated? And when do you feel like this starts have an impact on deals?
on the operating margin guide, I think the Street was looking for perhaps a little more move up
you've had some departures, Patrick Blair, Head of Sales. Can you talk through how you're working through that transition
Is your vision that you can sell this anywhere that you're gonna be agnostic to whatever platform is running in the back
is there anything to consider in the guide, that you're maybe highlighting as a headwind, tailwind
I don't know if there were any larger outsized elephant transactions that you saw this quarter
you mentioned AI doubled. But when you think about just a specific number, is there more color you can add around that
Last quarter, you mentioned a number of really impressive wins in Europe, and I know that's been an area that you're really focused on improving
given the environment we're in and some of the uncertainty, is that still the plan? You had really good margin upside
Could things kind of go a little sideways till they figure out the exact direction where they're going with the new administration
are you taking the same methodology as you've had before? Or are you injecting a little more conservatism given the guidance had to be walked down