John DiFucci

OpenAI confirmed they shut down their AI video generation system, Sora. Do you expect that to have any effect on your delivery or compute business forecast?

are you accountable for, for example, higher memory costs if those rise in the future?

with this deal, have you started recognizing revenue yet from that customer?

How much of that fourth quarter restructuring charge of $55 million, was any of that in cash for this quarter?

Can you just walk us through how you're thinking about the hiring of additional reps for the remainder of this year?

do you think you're seeing an incremental benefit from the exit of some of your CDN peers in recent years

are you taking steps to really ramp that up to drive growth with new channel partners?

is this an opportunity to -- through those new channel partners to also sell like your -- the slower-growing parts of security

Is it as simple as you're utilizing underutilized assets across your network? Or is there something more to it

the guidance for next year implies 3% growth. And I think there's a 1% of FX headwind, so that's about 4%

how does AI affect your business other than driving demand? In other words, how should we think of how you'll leverage AI? In the design of chips and systems

how does that change your view on Arm's opportunity as it pertains to AI, if at all?

can you talk about what seems to be an underlying momentum building in these businesses? Am I right to be thinking of this

can you talk about what else, a little more detail about what else is driving these pretty amazing forecasts

is Stargate part of the more than 70% growth you expect in IaaS in fiscal 2026

Those 40, I guess, does that get you there for that? And when -- like when do those 40s get deployed?

Can you give us an update on the progress of that, especially given the massive growth you're seeing?

is it possible to do that while leveraging the leadership presence you have built since the last paradigm shift

are we now at a point where the numbers are doable? And if, when things improve, meaning things you don't have control over

Is Global Payroll Connect, is that part of what's happening to? Are you seeing any benefit from that yet, or is that just still too early