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Is there any evidence at all that you can point to with your DDOM or maybe other sources that the push towards AI
where is your conviction on how truly incremental AI can be for your growth?
how do you feel your customer base is going to behave? Is everything going to be on track
how defensible is SaaS, particularly the category that you're in within SaaS? Against disruption from AI native apps
So what is holding the enterprise back What are your view as somebody that led the cloud cycle
Can the SaaS tech stack that you built and pioneered, how does that fit into the agentic world
how closer are we to the point where you can confidently expand and get your share of the customer wallet when it comes to whether it's training workload, inferencing workload on the GPU clusters
Where does it leave Datadog from a product perspective where you can add more consistent value without being optimized
I'm wondering if I could get your assessment of the disparity between the strong forward-looking indicators
Is there a break in that pattern that explains this performance and that you since you're getting going with IES
Can you give us a primer on how is the go-to-market engine of QuickBooks and other products that do depend upon ads, Internet ads works in this new era?
what do you think is the pricing power of Intuit Inc., especially in the small and medium business space? And how resilient is the Intuit Inc. business?
What is your dream scenario? What would make you ecstatic as to the outcome of QBO Advanced?
There's talk that another hyperscaler came in and took away the business that was rightfully Microsoft's
how should we think about the shape of the curve of CapEx vis-a-vis Azure growth rate in the years ahead
You’ve said in the past that you can attain better and better capital efficiency with the Cloud business
What are your thoughts on that, Bill, going forward as you really try to institutionalize the adoption of Agentic technology in your ecosystem?
I'm curious to get your thoughts on what is at the end of the day, the core asset of ServiceNow that will allow the company to prosper in the world of AI when there is great unknowns about what is ...
What does that technology allow ServiceNow to execute on that you couldn't do with the platform follow-up how is the sales playbook changing, particularly at a time when when the end customers are ...
Can you talk a little bit more about your decision to do a hybrid consumption and subscription? And the reason behind your confidence that you can walk both those tracks very well. And Gina, if you...
I wonder if, Mike, you can talk about the playbook -- the clean playbook for cloud migration in the years ahead
what are the things that are potential inflection points in the business? How do you go about achieving them?
curious if you can talk about the effect of tariffs on your customers' businesses
How do we rationalize the price increase in return for the value that the customer is getting from Atlassian?
What are the proof-points that you can offer to us that AI, contrary to a lot of fears of Wall Street
If you were to rebuild a company on an AI native stack, an HCM company, AI native stack today, what would that functionality be able to do
Sam Altman's post saying that they're getting into SaaS, what do you make of that
there is the notion that AI start-ups are going to be able to at the flick of the wrist, create software magically, HCM software, create HCM software, boom, it creates it boom, you've got a product...
what is the health of that renewal base look like, especially in a world with AI, without AI that there is workforce reductions happening
as the numbers get bigger, it -- I guess, the margin becomes a little bit harder to maintain the same growth rate. So are we building in any inflection point