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it puts you above 300 megawatts, but revenue does not align with that. How much of that power is for noncompute services?
you normally give API and zero trust versus core—how did that trend?
What percentage of customers are using all 3 segments at this point?
how should we think about the required CapEx for inferencing here and relationship you have now with NVIDIA?
for the security weakness, was that more on the new side of the -- was that more on the new side or the expansion side of existing customers?
some of that transition impact on the compute side and which of the products you plan to sort of be transitioning off
Are you guys prioritizing these shipments, or what has given the hesitancy around the non-AI, non-campus at this point
are hyperscalers getting nervous now at all in ordering ahead? What is your sense of pull-in of demand potentially here
what do you see in terms of the mix regarding the adoption curve as to what percentage of the business could actually represent
I guess what are you seeing on sort of the blue box side versus full system with some of your main customers
What functionality about the Blue Box actually makes it defensible versus what hyperscalers can kind of self-develop
I was just trying to understand like is this event-driven or is it sustainable kind of demand?
what's giving you enough confidence here that we have the inventory availability to meet the demand for the year?
how much refresh of TASER 7 to 10 could we see this year?
Q4 guide is implying a revenue acceleration exiting the year. Giving the confidence in that?
what are you guys seeing competitively there, especially post Motorola's introduction of their new SVX?
You guys have talked about the refresh opportunity historically as more your fiscal '27, but now you're starting to say it's ongoing
why is it now that Splunk is starting to see some of those greater shifts to cloud at this point
how far along or what's the penetration of Silicon One into the product portfolio now
Are you guys thinking about your own use of capital given, you know, big M&A in security once again
for every dollar of Cat 9K refresh how many dollars are kind of coming off of the other solutions
Can we just an update as to the exposure between data center versus campus within networking
why isn't this sort of growing faster than even the 8% on the comp here
what are you guys seeing from where you're winning within the data center between the Silicon one approach versus sort of systems approach
give us an update as to the actual penetration of the 6,500 large customers you guys expected between Cisco and Splunk
just circling back on RPO, what was RPO and product RPO growth at Splunk
the campus refresh opportunity with Wi-Fi 7 availability that you guys I think even announced this week
What are you guys seeing with any net pull-in of demand or buildup of product backlog
on the 2-point raise to guide here for the year, it looks about 1 point is from this past quarter's upside
how are you able to tell that these are capacity plus increases related to sort of traditional general environment versus sort of AI modernization?
what inning of refresh do you think we're actually in?
can you just help us with how big essentially the non-refresh piece is and really like trying to understand how much of an AI benefit you're seeing today?
Is there a way to you either rank or give a mix as to what's impacting between that refresh data center modernization competitor displacements and AI?
Can you help us understand the differences in terms of what's driving, the sustainability here?
Are we starting to see that call it 50,000, 60,000 cohort or even more, create a bigger bulge?
Is there a way to think about when to expect each of those tailwinds to come in, if there's any sort of difference on timing
You guys have talked in the past about potential price increases? And clearly, your largest competitor in that space changed their packaging and pricing
Are you seeing any change in aggressiveness from competitors on the pricing side given some of the technology that you guys have embedded with SVX
what is the team’s willingness to go after more of this opportunity and drive more megawatts behind the network
Are you seeing any compression in enterprise sales cycles for large-scale Zero Trust deployments
is there a way to think about more of the broader Workers platform directly in terms of how you guys are thinking about capturing workloads
what are you guys seeing on this FedRAMP aspect that you guys have had for a few years now?