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Is there any reason to believe that your revenue visibility via cRPO coverage might proportionately increase over the next number of years
there are four specific areas where there's some prevalence of functions, and I'd like to ask you about those
Would you expect that over time or at least in fiscal 2025, that your current RPO growth be closer to what you just reported for Q4 or might revert more to the lower three-year CAGR
could you talk about production deployments of any or all of those among your customers in AEC and manufacturing
how you're thinking about the relative positioning of and development of Forma versus Revit
talk about your thinking of the role of the channel, the opportunities and priorities that you're setting for the channel
could you comment on any new or incremental trends you're seeing in usage telemetry
no one gets left behind. End quote. Which is an important general commitment. But what are the practicalities of that
customer adoption of fundamentally new approaches or plumbing, if you will, can perhaps be very time consuming
can we perhaps parse that in terms of some of the mix dynamics?
what are you doing, what have you been doing in terms of accelerating some of the development and perhaps GA of certain technologies
what do you see as the benefits of such consolidation or perhaps the risks of any of that consolidation in your channel?
what would you say for this year and beyond are the critical product or technology executables that you are reallocating to
maybe break down that thinking about the growth range in those terms, perhaps with regard to how you're thinking about pricing leverage
your three year CAGR for current RPO is about 12%. How are you thinking about the sustainability or perhaps improvement upon that CAGR
could you talk about how you're thinking about the Chief Revenue Officer position?
can you speak in some detail about what your principal technical and/or go-to-market objectives or executables are
the last time I would argue that there was a major let's call it, generational technical and procedural change in the industry was in the early 2000s
I would like to ask you about the recent announcement of the joint work that NVIDIA and Intel are going to be doing. Would it be fair to presume that combined GPU and CPU work would necessarily lif...
the requirements for that would also seem to be new forms of process or data management and traceability, which is a critical function in simulation
what would you say are the two or three most important technical or product enhancement deliverables this year that may have already occurred or yet to occur
your current RPO year-over-year growth progressively slowed over the course of the year from 14% year-over-year in Q1, 11% and 7%, now 6%
perhaps you could just talk about the adoption capacity or inclination of customers today to absorb everything that you're doing now at this accelerated pace
if you are anticipating a fundamental change in your deal profile or propensity that you will start seeing more frequently the number of 8-figure transactions
what is it from here that you mean precisely with regard to additional improvements in that execution
are you seeing some improvement in the percentage or magnitude of multi-solution -- multi [3-letter] acronym sales
how are you thinking about perhaps pricing or pricing power? Dassault is going to be raising prices 2% to 5% in July
how you’re organizing and investing in those. Is this a segment or product specific development effort
which verticals would you say are furthest along in terms of adoption – adopting three or more solutions
Your headcount as of the end of Q2 was down about 7% from the peak at the close in Q3 after ANSYS
I am more interested in the operational plan you have for that channel
We hear a lot, for example, about orchestration requirements across Agentic AI. I think that's probably going to be pertinent to EDA
the question is really about the forecastability of the Ansys business. It remains clear that their results are still heavily influenced by pronounced 606 effects
is the 10% targeted reduction of headcount something that you would have done irrespective of the current and anticipated unpleasantness in IP
do you think that over time you could perhaps smooth out those seasonality and or 606 effects that they had so pronounced in their numbers
Perhaps there's a tale of two AIs. AI to date has been largely about optimization, which is classic classical EDA productivity
your current RPO increased by about $100 million or so, maybe more sequentially. Implying roughly high single-digit year-over-year
do you think that, that historical differentiation of capability changes and customers become perhaps more and more alike in their capabilities
more concentration of those semiconductor companies that are continuing to show good or even very good growth as compared to what we might have seen previously
how those 2 play together, the long trend towards domain specificity. And now apparently, there is newer phenomenon of customer specificity
Could you be more specific about some of the steps that you've taken? And how much of that are things you would have done anyway irrespective of Ansys?