DJ Hynes

whether you're raising the cloud revenue guide only on the back of better than forecast data center to cloud migration

how should we think about the bridge from MAU growth in Rovo to eventual more robust monetization?

can you just unpack a bit of what underpins those assumptions? There are a number of moving parts here in Q3 with the pricing changes

do you expect your agentic AI offerings to be immediately accretive to margins? Or will that take time

when do you lean in on those products a little bit more with the top 20

can you just speak to the economics of those very early large Vault CRM customers