Mark Murphy

can you speak to the revenue acceleration, we were not expecting to see revenue accelerate quite yet

Can you speak to how customers are starting to use foundry in the early stages and perhaps just what type of economic potential that might be able to unleash for Adobe

I noticed on the Adobe Stock website that the volume of video content really took off during Q2

do you think it's going to be the same composition or is something going to be coming in from the video models

What is giving you the resilience to reaffirm the FY '25 guidance

has this been brewing for a while in the pipeline, or have these been faster? What changed that brought this business to your doorstep seemingly quickly?

do you see any changes in the competitive dynamics there? Is that improving for you guys versus the hyperscalers?

Can you help us understand what those newer verticals are? And then are those coming more from the direct sell motion or from the channel?

If we think about it organically, should we pencil out something like maybe mid- to high-single-digits organically

whether you see any signs of that opening up kind of a broader wave of experimentation for doing edge inferencing on Akamai compute

We haven't heard anyone saying that they reduced headcount by close to 40% there like you have

The CEO of Anthropic Re recently commented that AI could wipe out fifty percent of entry level white collar jobs

how much labor do you think you can augment to replace, for instance, could a company with 1,000 employees

I'm wondering how much of that code is going into production and therefore, driving activity for Datadog

how you might view the increasing heterogeneity of the environment at the silicon level

do you see an opportunity to diversify that AI customer concentration

are you looking at this wave of CapEx and able to say it's going to create a predictable ramp in your LLM observability revenue

We recall, I think about 6 months ago, you had ramped up and engaged a lot more of a channel partners, which is a key ingredient to grow in the security business. Is it a function of that

Can you speak to that because I would assume a higher commitment would carry a volume-based discount

We noticed the R&D spending is up noticeably in Q2. Just wondering what are the mechanics that are driving that on the R&D line

I'm curious what type of response do you expect to see here? And just help us understand maybe how that can sustain growth in future years

What do you attribute that level of booking strengths to, it's a quarter where you have the specter of a trade war

Can you comment on the opportunity that might open up for Datadog if that sheer volume of applications being put into production starts to rise

I'm curious how you're feeling overall about the book of business for AI native customers

I'm just wondering if you felt the timing of the holidays, excuse me, had any impact on December

I assume you mean that more as a timing difference this season, perhaps because I think some of the reports are showing that IRS staffing is down 27% versus last year

Could you speak to whether you see ongoing runway to continue that type of motion where you're chipping away a couple of few points of share every year

On the QuickBooks Enterprise Suite, it's clearly showing robustness. Sasan, how's the early response you're seeing

the 200 accelerator for inference looked quite remarkable

how do you evaluate the ability of those companies to follow through on these commitments

the DeepSeek moment is a real thing

we noticed that Cloudflare is upgrading its security to be quantum safe so that data stays protected even when quantum computers eventually arrive, whenever that's going to be. I'm wondering if you...

You mentioned egress fees I think last call and again, this call, I should say, the elimination of egress fees. It feels like you're winning some real business that's partly tied to that

we were looking at your stats, it looked like they were up more than 300% year-over-year. And the complexity looks like it went off the charts

Can you double click on what exactly you saw during Q1 amidst the Iran war?

how will you measure and kind of derive that assist AI revenue stream? Just going forward under the new methodology

Are you seeing signs that customers might use that as the central control plane for all of their agents, including third-party agents from OpenAI and Microsoft and others.

Bill, I wanted to ask you how grand are your aspirations in the front office market because you're speaking to just a huge breadth of capabilities.

regarding the DeepSeek models, I'm very interested how you're assessing this moment where we have a Chinese AI model. It seems to perform well at a fraction of the cost, and I'm curious, if it's so...

what do you view as the right strategy for trying to optimize the location of your data centers

I'm curious how you -- how your picture is shaping the next chapter for Workday, specifically as it relates to differentiating the AI strategy

we're hearing some feedback that the venture-backed vibe creating startups have started seeing a slowdown or at least that some of them have or elevated churn

you mentioned the launch of Workday Government. I think you said as a wholly owned subsidiary

wondering if you can comment on the adoption of Xtend and Xtend Pro. Are you seeing signs of customers building deeper customizations there

I wanted to ask if you can walk us through the vision and the scale of the investment that you think is required for the agent system of record

is there any possibility you might have detected stabilization or any uptick in any employment indicators in your customer base

how those agencies might be interpreting, if you've heard anything, the stated plans of this Department of Government efficiency