Joe Gallo

when securing AI materializes to ARR meaningfully for you? Is that a fiscal '27 story? And then two, how much of the new market opportunity goes to pure-play cyber vendors

Is there one or two products that you think have an outsized growth impact for upside next year

through an update on that competitive environment? Has that stabilized

can you provide some guardrails on how to think about free cash flow margin this year

You just talk through that competitive landscape? Has that stabilized? One of your biggest cloud competitors noted on their earnings call

how was the average deal size increased versus four years ago? I'm just trying to understand how you're thinking about the size of the cross-sell opportunity

Is there a framework or a guardrail for how we should think about growth in that business?

How should we think about the trajectory in '27, especially just given the bullishness in financial wellness and AI?

How should we think about, you know, the ASP uplift or monetization opportunity there?

is there anything we should consider in terms of macro or as we're getting used to MoneyLion just anything to call out in terms of seasonality there?

Americas has been pretty consistently strong. Is there anything to call out on the other geos?

which ones seem to be gaining the most traction early on? And then are there any more go-to-market efforts left to implement to accelerate?

You made some architectural changes to the cloud security product earlier this year. Can you just update us on that

how is that doing? Are customers gravitating towards that runtime agent architecture and then any changes in the competitive landscape post the Wiz acquisition

Is it back to business as usual after the first couple of weeks of April, or is there still a lot of uncertainty

what are you seeing with budget flush or Fed or pipeline that's allowing you to kind of defy the gravity that others are feeling?

In your conversations with customers, how are they thinking about spending in calendar 2026? And what are the priority areas

Given this is your first fiscal year guidance, can you just talk through your methodology, maybe relative to the Zscaler's historical approach

does that acceleration peak in 4Q, or how should we think about that piece of the business as we move into fiscal '26