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do you see an investment in go-to-market that will happen to make this asset extend into some of those other verticals
Was it really the extension of that agreement to additional nodes, the scope of more content
do you see any potential for growing pains or lower profitability to serve the industry as they make more customer bespoke technologies with chiplet or custom memory designs
is that for two quarters and that the annualized benefit might be close to double that?
how you would characterize the push versus the pull with the deal structures this quarter
do you think the wallet share benefits from the verticalization will be more impactful? Or is there an opportunity here to increase the hiring on the rep side?
I'd love to understand the impact of SaaS transitions broadly in the Application Software segment
the margin impact of businesses owned for less than 4 quarters was actually positive year-over-year
Wondering if you could talk about expectations for how much you might deploy in 2026?
could maybe give a rank order of kind of appropriation bills. What would have the most impact?
I believe reported ARR for AECO was 17% versus the 14% organic. Was there something driving that
could we talk about the OpEx timing that did affect Field Systems
You did raise the midpoint of maintenance revenue by about 2 points. I just want to confirm that, that was entirely driven by For The Record.
I wanted to confirm, if the Texas contract kind of rolled off mid quarter or at the end of the quarter
how much is version consolidation still a limiting factor across the product base?
I'm reflecting on the initial free cash flow guide you had for 2025 at the Analyst Day that was a midpoint of 18%. And I think, you know, since here less than two years later, we're over 700 basis ...