Joshua Tilton

Could you maybe walk us through some of the puts and takes for revenue growth maybe actually finishing the year above what you grew revenue last year

I'm just trying to understand, or maybe you could help me unpack what exactly is driving that near-term performance

can you maybe talk to some of the levers that you have to incentivize this newly formed channel to drive better new business growth

if none of this uncertainty does actually end up panning out, like what's going to be the tail of the Autodesk story come Q4

which piece do you see being the most impactful in the most near-term manner

where the NRR finished for the year relative to what you're guiding to for revenue for next year

how much of the recent risk announcement or layoff announcement benefit is baked into the current operating margin guidance

is there anything that could change the calculus of how you guys think about that 10% to 15% growth

anything to call out on what drove such a strong quarter for China

Can you help us just bridge what is driving such a great organic raise for the full year

how do we think about growth over the next 3 years as the mix of semis and systems levels out

In the event that you do see some impacts in the China region, given the ongoing tariff negotiations this coming quarter, do you feel or can you help us understand how you kind of handicap the upda...

is the decision to keep China flat for the year and the guide prudence or more along the lines of your expectations of how things will shake out

has anything changed since last quarter that's either increasing or decreasing your conviction that China won't have two down years in a row?

What are you guys seeing in regards to the volume of network traffic from your customers as they move more out of the experimentation phase

how should investors expect the volume of network traffic to change in an agentic future

Can you just give us one level deeper of what you're watching or what you're looking at that is giving you confidence around the growth that you are pointing us to for the second half of the year

is there anything that you can tell us or give us to instill confidence that this deferred ARR balance will come through in the fourth quarter

Was there more deferred ARR added to the balance in 1Q than when you exited Q4?

when will we see those outcomes in full effect? Is it a next year event? Is it beyond?

does the midpoint of that 7% to 9% range, does that assume that just those 3 customers push out? Or is there cushion within the midpoint

Can you just remind us the confidence that you have in the rest of the application network software business

is there any learnings that you saw following like, kind of the little hiccups that you saw in Procore that you're kind of applying

if you were to take those three businesses aside and treat the rest of the organic business as one, like, what would be the one-line color on the rest of the organic business?

do you feel that maybe you guys have this unique AI think tank going on inside of Roper because you have a group or a portfolio of companies that are all marching towards the same AI goal

is there anything you can give us on the guidance front, specifically for organic revenue growth that could increase our confidence that like you derisked it enough

you guys spoke to confidence in improving the growth profile of the business. We're already at high teens

is Deltek just performing ahead of what you initially expected when you kind of set our expectations 90 days ago?

where are there some offsetting puts and takes in the guidance that maybe either give you or don't give you some wiggle room

Can you just talk of the durability of Deltek maybe specifically for the third quarter, just how you think about it throughout the rest of the year?

help us unpack some of the strength you saw from a geographic perspective. China was up sequentially

how do you think about the potential for Synopsys to improve the growth rate from here

when you guys do deliver on this technology promise in 2026, what does it mean for the direction of growth for your business in '27 and beyond

Did I hear correctly that relative to your guys' expectation that it was Ansys that drove most of the outperformance to the revenue guide

was the China revenue in Q2 in line with expectations? Or was that below what you guys thought you were going to do

maybe unpack one layer deeper into some of the strengths that you're seeing that is offsetting the China weakness

Can you maybe just take that 1 step further and just tell us how it's more conservative for China? Is it lower revenue contribution, lower growth?

how are you guys setting up yourselves to capture that increase in productivity that the Claude Connector will provide

Is it fair to assume that there is more conservatism in the Field Systems outlook today than there was 90 days ago

where are those new customers coming from? Like why are they choosing you over the competition

How do we think about what those puts and takes are for the guidance that you just set for '26

We did pick up, I believe, a price increase that went into effect in July. Could you just maybe elaborate on that

There was a bit of a slowdown in the ARR growth compared to 1Q. Can you just maybe high level, give us -- elaborate a little bit more on the conviction

Are you seeing any change in demand from the construction end market post-election here in the states

How do we think about what bookings for this business or for Transporeon will look like when the freight market recovers

did your assumption for what Red Canary contribute to the full year ARR change at all?

is there any way you can give us a sense of what net new ARR grew this year? So we can kinda gauge you know, where you're guiding from

is the sales productivity that you saw in the quarter kind of ahead of what you were expecting as we entered this year