Loading…
Loading…
I believe this part of the infrastructure stack historically was never able to support endpoint agents before. So does this expand the endpoint TAM
How meaningful this can be for 2026 as a differentiator versus competition and also as a revenue contributor
curious from displacement activity that you're seeing with some of the recent M&A takeouts on the SIEM and log management vendors
which parts of the core observability platform that you think are most relevant or going to be most beneficial to your business
product revenue, excluding this refresh benefit has been flat to negative in the last couple of quarters. So can you just help me understand why the underlying firewall demand isn't stronger?
How should we be thinking about inventory levels in anticipation of that demand?
AI agents will drive a lot of network traffic. So Jay, Kevin, just how should we think about how you can monetize that increased traffic?
is the outperformance relative to your expectations because the book of firewall business up for refresh maybe was bigger or earlier than you anticipated
Could you just talk about your exposure to retail and specifically as we think about fiscal 2026, calendar 2026, how are you thinking about the opportunity for Zero Trust branch in the retail segment