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Did that original framework contemplate a strategic acquisition like this?
a scenario in which AI actually works in architects and civil engineers become efficient and so efficient that these customers don't need to grow headcount
it's just when I look at the implied Q1 guide ex-currency, ex-model transition benefit, looks like it's deselling by 4 or 5 points
what type of behavior you've seen so far from, like, a renewal standpoint or if customers are willing to engage earlier
what was the inorganic contribution to that normalized number? I'm just trying to understand if there was some modest acceleration
should we think about it with like a high degree of confidence in the sense that a lot of the sales and marketing leverage is in your control
Help us understand what was the driver here? If there were any subtle improvements?
was there any cushion built in for macro or have those assumptions changed, you know, after these 90 days?
that growth was 11%. Exiting last quarter, like for like, this metric was up 9%. It actually accelerated a little bit
does the revenue guide assume any extra conservatism just on potential of disruption
Is that still an opportunity for you for this year? And any details on how big of a cohort this might be
now that you do have a CFO, do you have any thoughts on when you might hold the next Investor Day?
some of us are unfamiliar with Janesh. Can you just tell us a little bit more about him and what he brings to Autodesk?
the operating margin guide is coming down by a little bit. Curious if -- like what are the main drivers of that
I know you have a slate of new exciting titles coming out, but I just wanted to ask how that translates to pipeline?
Last quarter, I think you mentioned the second half having good renewal opportunity with some of your large customers. With the uptick in backlog, I imagine some of that strength was from some of t...
what do you think China growth could have been if those restrictions never happened, like if we never had those 6 weeks?
when we think about the foundational IP market, just curious why hasn't this been a bigger focus in the past and what's changed to make this opportunity more attractive?
the $1.2 billion of sequential improvement, that's like the biggest we've ever seen, much higher than kind of what I think some of us were expecting
Did you see any deals, you know, from the Q2 pipeline closed earlier in Q1? Or are you expecting more of the deals in Q2 to also have this bigger deferred component
the $1 billion free cash flow guidance, is there any way to know how much of a [ OBBA ] benefit you're expected to see next fiscal year
I was a little surprised you didn't mention any old BVA benefit. It may just be timing related and might be more of a next year tailwind
one of your competitors talked about seeing some positives in deal activity at the end of March but then things kind of normalized in April
have you seen any changes to the competitive environment? Any changes to your win rates?
you technically said double digits for ARR growth. Now if I look at the guide, technically, it's single digits
Did you close, you know, any business earlier than expected or see some earlier, you know, drawdowns
Help me understand the strength in ANSYS and why you are seeing these mid-teens growth levels
presumably, this was a core part of your portfolio before and should be well positioned for physical AI
I assume that because the divestiture hasn't closed yet, the ARC revenues are included in the sequential improvement that was discussed
the operating margin EPS guide is pretty fabulous, you know, even when considering the extra dilution from the NVIDIA investment
The embedded organic growth rate in the 2026, you know, guide, I don't know if there's a way for us to, you know, understand what that might be
IP historically has been up sequentially for the past two years in Q4. Maybe it's regular seasonality or maybe it was something more specific
Are you able to speak to the mix, you know, how much is software? How much is IP? And how much is hardware
in 2019, when we had the original, you know, ban on Huawei, you know, there was no expense impact because I imagine whatever variable expenses you had were redeployed
How should we view these versus the prior iterations. I'm just trying to wonder if we could see an air pocket in demand
compared to 90 days ago when you initially set guidance, have your assumptions changed at all
it's coming in sequentially down from Q4. It sounds like you had a pretty strong hardware quarter for Q4, but maybe can you just explain kind of the seasonality
curious to hear how the migration activity is going, you know, DC to cloud, if you are able to quantify how much that benefit was for the quarter
when we think about some of the investment priorities this year, maybe can you just outline a few of them?
what is holding them back from the cloud at the moment?
did you see any deals that maybe had slipped closed in Q1? Or was there any dynamic of maybe closing some deals
could this -- is this a table stakes kind of feature? How do you think the partnerships with the frontier models kind of evolve
I'm curious if any of this was demand that was pulled forward might not be the right word, but maybe deals that closed earlier than expected
how you think the industry will ramp adoption of agentic and how that might compare with maybe other industries
I wanted to ask about the Field Systems ARR growth. It's really impressive to see it accelerate to 20%
I would love to get more granularity on some of the strengths. Perhaps maybe you could break it down in the different segments, the A, the E, the C and the O
can you maybe talk a little bit more about the government shutdown impact? I think you said the word contained
how you're thinking about the current macro environment. There's pushes and pulls
related to tariffs, it sounds like you are not modeling any financial impact. Is it because you don't know