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How much of the resurgence in growth there on the identity side is, I guess, renewal of CCP or Flex deals versus net new kind of emerging identity product
could you offer a little bit of color on how those segments are behaving as you kind of lap the initial CCP initiatives of last year
how you envision this competing against legacy solutions and also how you think it will either complement or potentially cannibalize what you're seeing on scale
How have things changed in Q1? Have plans materially changed the way that you're compensating quota-bearing reps
it seems as though cloud and identity decelerated at a faster rate than log scale. Is that a function of the incentives
what tend to be some of the themes of customers that are churning off, and then, also on the better adoption side, what are some of the more durable factors
How much was contribution from sovereign SASE? There is focus on sovereign data centers and sovereign infrastructure
With regard to unified SASE billings, could you unpack that a little bit? How much is SD-WAN? How much is SASE?
what percentage of your bill of materials is exposed to memory? And then how your contractor agreements, how long do you have those committed out?
how much of that was networking, like switches and access points versus more -- or firewall mix?
could you talk about the rate of SASE penetration or rate of penetration from SASE into your SD-WAN installed base?
What can we take away from the services guide? And what's embedded in the guidance for the year given the strength that you're seeing this quarter?
could you unpack the dynamics behind the maintenance and services revenue? Just trying to understand it's a segment that I think we were expecting to kind of accelerate
if you could unpack the assumptions behind that, you know, how much is upgrade growth of SecOps and SaaS, and how much is, you know, product-related refresh cycle
where is the spending coming from? What's at risk of getting trimmed as companies focus on adopting AI-based technology
could you frame out how you think IBM is positioned to address the shift in spending priorities of the administration
what do you anticipate from a macro perspective on for an impact on the mainframe cycle
Are customers focused on this yet? Is this going to require some evangelism on your part
how much of that is share shift, how much of that is pricing increase, and how much of that might be refresh
if you if you look against a point solution, vendor like a whiz in the cloud security space, are you starting to see the improvement in win rates
what you're seeing in cloud security as an example, and win rates as you're able to provide know, code to cloud to SOC security
I want to ask about the integration between Cortex and Cloud. And I wanted to understand when did that kind of hit the market. Is it typically led by Cortex or Cloud?
when you comment about some of the tailwinds in your business on the back of the emergence of these foundation models
are you beginning to see any attach to budgets outside of security? How are CIOs thinking about funding some of these projects?
can you give us a sense for organic net new ARR in the quarter?
are they primarily focused on what you've done combining, like, Avalor and Red Canary for more of a streaming-based analytics platform
How are enterprises viewing getting their data estate in order before they pursue agentic utilization
can you help us understand where you are in terms of progress with Avalor