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I'd love to better understand what you're seeing thus far, whether any changes in new logo activation, repeat token purchases or lower checkout abandonment, how the change can be economically accre...
where are you seeing the most outsized success that's driving up the full-year view
are these product improvements translating into observable changes in multiproduct adoption or expansion activity
How are you seeing channel productivity and execution, particularly on that new business side
how have your customer conversations evolved? And how should we think about the potential for disruption risk
are there any particular areas where you see the opportunity to launch more AI functionality?
could you just provide a little bit more color on what you're seeing? And is there any point in the year where you feel like we would be getting more comfortable
how should we think about the base of business that could be applicable to self-service
could you just help us understand a bit more what are some of the near-term versus longer-term key milestones
I was curious if that had any impact on new business demand kind of more recently
it looks like guidance implies a bigger step down in growth in Q4 just despite an easier year ago compare
what proportion of current Agentforce is coming from pay production customers rather than pilots
I was hoping to get an update on the unit economics of AI credit revenue just after you've gone through this
is there any context you could provide on how we should think about the ramp of new products
when do you think pricing and bundling can resume to contribute to ARPU and bookings?
Could you just help us unpack some of the bigger drivers of growth factors between things like new paying customer additions
as customers increasingly shift towards conversational or some of these AI-driven interfaces that may be sitting just outside of the traditional website real estate
could you provide a little bit more color on what exactly you're seeing as it relates to the strengthening dynamics?
as you think about the expansion of capabilities, are there certain areas of workflows that you are highly focused on kind of near term?
how is GoDaddy managing its own impact by SEO? I know you guys have a big brand recognition, so it might not be as impactful.
any signals that we could be deriving from kind of your conversations that may be clouded when we look at things like small business sentiment index
I was hoping to get some early signs and rates from the Airo Plus that just launched, as in Q4. Any feedback on the pricing in particular?
should we think about the opportunity as really skewed towards the new customer side or do some of the products like site optimization allow you to actually dip back into that installed base
How should we think about the relative benefit of this strategy to these areas in 2025? Compared to the impact the strategy had on our productivity in 2024.
do any of the dynamics that you're seeing this year change how you think about the free cash flow trajectory for next year
Can you give a sense of what those deals look like? Have they been primarily public cloud, premise or are they mostly a combination