John DiFucci

let's say, a year deal, or whatever it is, when is it that you achieved that profit?

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

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?

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

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

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

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

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

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?

How stable or sticky is that foundation of your recurring revenue?

where are we In the actual adoption of AI in the enterprise? Are enterprises still trying to figure out

can you explain to us what's making this coupling diverge?

You spent a little bit more this quarter on CapEx than we expected.

this is a second question I get a ton of questions on. You have long term targets out there.

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 really the core PAM from CyberArk? Are you seeing any machine identity actually taking hold yet?

But I'm more curious about that core market. There's still a huge part of this market that's still on-premise.

when do you think you will get to the point where you can say, we have arrived as an AI platform?

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

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

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