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walk through sort of the initial reaction to the change on, you know, the Creative Cloud Pro
is there pricing sensitivity, meaning you're delivering so much value. I think that pricing given the value you're delivering, would be a bigger lever
obviously, Black Monday fell into your first quarter, this current year. Any color you can offer in terms of what that meant, if at all, to create a cloud net new ARR this quarter
Can you talk about Slack being potentially sort of a gate for broader agentic adoption in your customer base
there is continued concern that those providers might become more competitive with you over time
how does Salesforce monetize in that kind of situation? And I was wondering if you could just touch upon that
I was kinda curious just as your view of whether the mid market become more of a source of durable growth for you all
is Agentforce having a bit of a halo effect around some of your other products
how far along are your customers in terms of having their data in order so that they can get value from Agentforce
Are your partner relationships in place to take advantage of this? I realize it will be a long-term opportunity
I was wondering if you could just give some thoughts on the idea of sort of security for agents
I was curious if you're seeing inferencing come into the equation in a bigger way
how you think about that perhaps longer term relative to where your margins are today versus where they could be
can you just talk about Mailchimp? What rightsizing means in terms of the drag on the overall sort of GBS business
can you just talk about what you are seeing with AI, whether it is with your tools or competitors
Can you just give us a little bit more color on if there's any sort of revenue share as part of this deal?
the double-digit guide for next year against what are very tough comps seems to give some indication that you guys feel good about how that's sort of operating
are you starting to see more opportunities like that where you can go and reclaim customers that might have left the ecosystem six, twelve months ago
just wondering if you could talk a little bit about just the SMB or the small business environment
can you just talk a little bit about the change in the OpenAI agreement, if there's anything we should be aware of
the upside in Azure came from the non-AI services this time around
how important is it to be able to talk about AI and workflow from an industry context, meaning you all obviously have specialization in areas like government, financial services.
can you just talk a little bit about the customer feedback on the AgenTek technologies that you released under Yokohama thus far? And specifically just on the consumption pricing aspect of that.
are you now starting to see the demand for those technologies or those functionality that agents are bringing starting to have an impact
Can you just talk about your line of sight in terms of capacity coming online, so that you all can recognize some of the revenue that's associated with the demand
There's obviously a lot of discussion about seats versus consumption. We'd love to hear the feedback you guys have gotten so far, realizing it's early.
how are you envisioning discussing sort of pricing for AI functionality with your clients?
What's the leading indicator you're looking at just in terms of sort of the health of the business?
any potential risk in terms of the amount of consultants needed to help your clients move on to Vault CRM
Does that reflect, I guess, just your general view that some of the agentic offerings are going to take a little while to sort of make their way into your account base
what are the mechanisms that you guys have of a customer? Were to have to lay out people to be able to keep growing ACV with them
there's a little bit of a ramp from 3Q to 4Q. Can you just remind us kind of what's embedded in that
are there any cross currents out there that are sort of offsetting that relative to what you would have thought maybe at the beginning of the year
what are you seeing in your either your pipeline or your backlog that gives you the confidence to sort of reiterate the full year guide
are you guys expecting much contribution from some of the agent revenue or some of the agents that you've put out over the last six months
can you just talk a little bit more about the deliverable issue in the Q4? And how much of that is also weighing on
I assume you and Rob are thinking in the same way, so that as we start next year, there's not necessarily any kind of sort of restart