Jon Ho

is there more opportunity to upsell once they are on your platform?

I was wondering if you could give us a little bit more color in terms of what was unique about Akamai to cause the customer to maybe choose your solution over competitors?

can you talk a little bit about the penetration rates for opportunities such as segmentation

are these mostly sort of new compute and capacity deals that you're winning? Or is there also sort of a growth coming from existing workloads

what kind of opportunity are you seeing there? And how do your solutions maybe compare with some of your major competitors

you mentioned some customers expressing worry over whether they could rely on U.S.-based services

Can you provide a little bit more detail on the role you can play with agentic AI with your AI firewall

How concerned should we be with potential tariff impacts. And can you maybe pass through higher costs that are associated with that

Are you seeing this strength come from filter down? Or is this new national police forces?

Can you maybe talk a little bit about your AI cross-sell cadence, particularly for customers that are maybe in the middle of like the existing long-term contracts

What maybe has to happen from a go-to-market perspective to achieve that vision?

Can you help us understand some of the domain knowledge and data moats that you have in the AI world?

Is your visibility perhaps even better than what we saw last year

What is the most common upgrade path? What does maybe contributing the most to growth

can you talk a little bit about the strength here? And maybe what's changed in the decision to expand sort of the TAM

How do you imagine what you can do with Agentic AI, which seems to be sort of all the rage on the tech side

what are customers buying today? And specific to agentic AI, what categories are you most excited about right now

Can you give us maybe some examples of how companies are using Cloudflare Workers for their AI projects? And, you know, why are these companies maybe picking Cloudflare versus alternative platforms...

could you provide us with an update on the model context protocol that you -- and the work that you're doing there

How do we think about the security performance this quarter? Were there any standout product categories that you're seeing?

Can you talk a little bit about the enterprise browser and why Talon has seen the inflection that it has

can you talk a little bit about the ability to accelerate adoption or accelerate platformization as you take on the stock tick

Can you give us a sense of how you can cross-sell this to your base

whether you see sort of stronger adoption in your base in 2026? Does this maybe look like a turning point

how do we think about sort of the broader convergence between your ARR growth and overall revenue growth given that mix shift

can you maybe provide some additional color to unpack the composition of that growth between new customer acquisition, net expansion, pricing

I think you're pursuing FedRAMP certification. And so just wanted to understand what you see as kind of the opportunity set

We've picked up some price increases that took place a little bit earlier in the third quarter

can you talk a little bit about where your customers are at in terms of their interest in using AI in their everyday workflows

In terms of TC1, can you help us understand maybe where some of the traction is coming from in terms of bundling the products together

Can you talk a little bit about how Trimble's platform potentially benefits from adding more and more of these AI capabilities

Could you talk a little bit about what you're seeing in terms of the potential here for customers to maybe reevaluate the solutions

Can you also give us a bit more detail on the machine control as a service and how much of new businesses may be coming in through this

your comments around the data centricity of Trimble's platform, particularly around the AI opportunity

any thoughts around the U.S. federal government. Can you give us a sense of how big or small that is

how do we think about the cadence of your on-premises flips this quarter?

I wanted to maybe dig in a little bit more embedding transaction capabilities into your products can you give us a sense of where we are

can you help us understand the growth opportunity here and potential cross-sell synergies with some of your other systems?

what maybe drove the strong performance this quarter? Can you just unpack that for us a little bit more?

Just wanted to better understand sort of your commentary around what's happened with some of the transaction fee increases and pass-throughs as well as the Texas contract.

Is there a way for us to think about the impact that ARPA funding has had? And going forward, is there potentially any impact to agency spending confidence