Loading…
Loading…
how you expect that to evolve? And maybe just the time frame for what today is a foundation-building initiative to when that becomes more of a ARR-driving initiative
When can we potentially see this sort of grow the totality or ex stabilize or accelerate the totality of growth
advertising platforms like Google or Meta putting diffusion engines in their ad platforms directly
what part of that is the diffusion engine coming from Nano Banana
Any guidance you could give us on sort of your assumptions on where customers go number one
it feels kind of bullish to me that the business professionals and consumer group has a stronger growth rate
could this pace of share repurchases, can you guys sustain this throughout the year or is that more of a onetime pickup?
is there some leak in the bucket. Right? All this innovation, new monetization avenues, pricing going up, but the growth is going in the wrong direction
where you guys garner your confidence of a back half organic subscription revenue acceleration
Can Agentforce catalyze the broader Salesforce product portfolio? Can it bring along everything
I don't think we've made and Robin, enough justice to what is happening right now in front of us
Was there some technology catalyst or some implementation catalyst that caused that that increase of conversions
what a lot of investors are wondering is transmission mechanism of when does this become a bigger driver for the overall growth rate
Investors are asking me a lot of questions about the changing pricing model dynamics going from a seat-based model
When it comes to those 200 deals that you've already signed for Agentforce maybe you could give us some color on what those deals look like
Can you give us a little bit of insight on what's hitting today? What's actually driving demand today for you guys
What gives you guys confidence that you're still going to be able to perform to like the stronger second half pickup?
there is a sense that this feels a little bit like 2023-2024, right? The overall tax filings were disappointing
Is Anthropic and the Anthropic model going to be able to get access to all your good proprietary data, access to all your customers to your workflows and therefore, be able to replicate your business
Help us get a little bit of confidence about the durability of these types of results throughout the year.
What should our expectations be for monetization around those agents? Is it still too early?
we saw a really impressive margin expansion, a lot of leverage showing up on that bottom-line. Is that in any way due to maybe expense timing?
it sounds like your hiring is going to plan. So, there wasn't like an outperformance in Q2 margins that came from delayed hiring
on Mailchimp, the churn at the lower end of the base that you mentioned on the call, I don't recall hearing that previously
is more of an idiosyncratic issue with that innovation and not a broader market commentary or macro weakness
how that demand translates into commercial bookings and how that might be changing
CapEx is growing faster than we expected, and maybe Azure is growing a little bit slower than we expected
Is there anything that you're worrying about in that evolution and particularly the evolution of these generative AI models
how do you guys manage that risk versus reward with these quickly emerging AI labs and these AI start-ups
changing data center commitments, maybe Microsoft walking away from some of those data center commitments
we were a little disappointed on Azure coming in at the bottom end of the guidance range
Can you talk to us a little bit more about that, how you're seeing the evolution in that Internet traffic? And where does it go next? And where do some of those newer acquisitions like Humenated an...
What are the business models that you're looking to enable for your customers? And how do you monetize that for Cloudflare?
Can you give us any detail in terms of like the use case or of what they're using the platform for?
the net-adds on the 100,000 side was a lot skinnier at like only 30 up on a quarter-on-quarter basis. Any changes in like go-to-market strategy
when are we going to see this acceleration? When are we going to see the benefits of ServiceNow's positioning
Is the cost of sale for AI just higher? Does it require you guys to be -- have more engineers like on site to help people understand agentic
outperformed really nicely in Q2 on overall operating margins, both you and Bill are talking about some -- what seem like pretty significant productivity enhancements and productivity gains in engi...
What are you seeing in your enterprise customers? Is there any delay in decision making, any elongation in the sales cycle? And have you put any of that potential risk into the guidance on a go for...
is this just about AIRS or is there a wider opportunity? What is it like pull-through from the Palo Alto portfolio when people are looking to secure this new surface area
Can you help us understand the UCP versus ACP, the other standard that OpenAI and Stripe are putting forward. Are these overlapping standards do they compete?
how long these gross margin pressures are going to persist, particularly maybe enumerate what's happening with with the PayPal accounting change
I was hoping you could dig into that and how the Teamwork Graph and the broader system lowers the cost of these AI investments
why is the full year absent the data center end of life coming down by 50 bps?
Maybe you can walk us through what you guys are seeing in the business today in terms of seed expansion with developers or more broadly?
who's going to be well positioned for that? And what's the Atlassian right to win in this ever increasingly crowded field for agents?
how much of this is driven by your guys' like proactive activity versus driven by the market?
How does Workday now stack up in that TCO versus building it yourself using these agentic code-generation tools?
should part of our takeaway be that the M&A strategy is going to take more of a backseat
Can you give us any rules of thumb that you're starting to see that could help us maybe model this out a little bit