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In noticing some of the statistics that you released on client count and user count, it seems that users per client seem to be escalating at a greater rate. Is there something driving that? Is that...
I really appreciate, I think it was slide seven in your deck where you try to calculate what the, you know, of your products and services are proprietary versus non-proprietary. Can you give us a l...
Is that something that, you know, we should expect to continue? Should we expect to continue or expect to see, you know, margin compression in the back half
What kind of headcount growth do you need to get there both from a sales force perspective and an analyst perspective
are you seeing clients keeping their relationships with you, but maybe cutting back on seats or taking a lower level of service
if you can talk about the pricing environment, if you can remind us when you institute pricing increases
we've had a government shutdown in the past month or so. Have things gotten worse and things slowed down because of that
the number of client enterprises. It's been going down at least in GTS for the past couple of years, and now we're seeing it in GBS
Can we get some similarity for the nonfederal government contracts? I know they vary, but any helpful would be great
can a client -- let's say I have a 2-year contract, can we, as a client, cancel ahead of that
I'm really curious specifically in Europe and China, what the trends were there
If I remember correctly, you take price increases in the beginning of November and I think you said it was roughly 4%
do you think there was any pull forward in the first quarter or conversely -- have we seen any recent delays
Has that changed? Or should we be looking more medium-term MA growth the high single digits
Were there any expenses maybe shifted from the second quarter to the back half of the year that drove that outperformance
beyond that, are you seeing any other kind of slowdown or uncertainty in those businesses? Because some of the metrics kind of look like they are slowing down
I was wondering if you could talk a little bit about first year of your exposure to the federal government as a customer
What do you think the impact would be on the other businesses? When should we start to see a rebound there
any qualitative color, if you can talk about the other segments like you just gave us for MI, we'd really appreciate it
Were there any onetime items in there? And I'm just wondering how sustainable you think that margin expansion is
Can you just remind us what the milestones we should be tracking for the spin-off over the next year or so, what we should be expecting
it looks like the reduction in guidance for free cash flow is in excess of that. Despite the fact that you're also expecting about $10 million less in CapEx
can you talk a little bit about your exposure to U.S. federal government as a client, specifically from a DOGE impact
Are you seeing any changes either put back on price increases or lengthening of sales cycles because of that specific item
I was wondering if you can just refresh our memory, what is the industry growing at this year? And what are your expectations for next year?
I'm just curious, is it possible to parse out what the impact was on your business in the second quarter in terms of claims from some of those events?
the California wildfires did happen earlier in the quarter. Is it possible to give us some estimate of what the impact of that might be on your business? And secondly, Lee, I think you had alluded ...