Matt Hedberg

Is there kind of a way to think about like -- is it kind of like high single digits? Is it 10%?

could you talk about sort of how we should think about additional generative AI rollouts across the product portfolio, how we should think about pricing

how do you think about agent pricing? And second, how well does Flex position customers for this potential mix shift? And could consumption become a bigger element to the growth algorithm

do you see a further push into observability? Obviously, there's been some movement with some of your cyber competitors

given the announced Palo Alto CyberArk deal, can you talk a little bit more holistically about how you're thinking about targeting in the identity market

George, I wanted to ask about US Fed. I guess, how has it been trending? Sort of what's baked into the guide

Are we talking about full, like, net endpoint replacements there? I just just wanna make sure that I understand

what are you seeing really from a competitive perspective

I'm curious if you can comment on gross margin expectations this year and how you also might realize incremental OpEx synergies by using even more AI internally

Philosophically speaking, customers optimized in 2022 and 2023, are they still operating at fairly optimized levels

what have you embedded from a retention perspective in your '25 outlook

Is there a way to talk about how early we are in that?

are you hearing customers pull you into additional use cases?

it seems like non-AI native enterprise customers are accelerating their AI adoption. And I guess based on the results, I'd assume that customer cohort is becoming now more AI leaning. Wonder if you...

did you see any change in enterprise buying behavior in the U.S., post the Presidential election?

Do you think, an agentic AI tailwind could start to emerge, as that technology proliferates amongst customers?

Are there any sort of high-level kind of early guardrails or kind of building blocks we should think of whether it's spread out their profitability?

how do you think about kind of bridging the gap between kind of the historical MoneyLion cohort and kind of your premium base?

some of your Act 1 competitors do not seem to be benefiting from monetizing agentic traffic the same way you are

it seems to be coming from a position of strength. Why now? How is it going to make Cloudflare, Inc. stronger?

in the short term, how do these agents impact Cloudflare? But then also, you know, is there a longer-term perspective on that? And maybe as a related question, you know, how are you guys providing ...

43% RPO growth that accelerated. I think that was the highest RPO growth that you guys have reported since 2022, certainly stood out. I'm wondering if you could provide a bit deeper dive into what ...

could I double-click just Thomas, you mentioned the pool of funds, and I know you mentioned in your prepared remarks. But specifically, like how is that showing up in the results?

How do you think some of these changes are impacting your ability to land larger deals?

Could you comment on trends you're seeing through early May? Has there been any changes in traffic with all the tariff rhetoric?

Are you -- how are you thinking about margins this year? Are you pre-spending for some demand that you're seeing?

is there any way that you could help us think about what the impact or quantify, you know, the impact of pool of fund deals in Q4?

what you're most excited about from a product innovation perspective this year? Are there are there things that we should be watching

do you envision a time in the future when ServiceNow pivots completely away from seats due to maybe consumption or some form of value-based pricing, for instance?

as you've started to see some early consumption adoption with Now Assist pack, can you talk about like how those are resonating with customers, how they're using them and how you might think that r...

Just given your global perspective, you have such a good pulse on overall IT spending trends. Did you see things improve from what we last talked on September results? And how do you feel at this p...

what are some of the biggest moving pieces that give you the confidence since you talked about the prior target just last quarter to raise it to such a significant margin

Can you talk about some of the underlying components of how you get there and sort of your confidence level on that

talk about why Palo Alto is best positioned to help customers think through that, which is a whole -- obviously, a whole new paradigm shift

what's your perspective on on the the the security foundation for a a a broader agent rollout

Can you talk about just like what could -- what are some of the catalysts that could unlock some of these large replacement deals?

what drove better rep productivity. It sounds like obviously a lot of AI and data modernization. But curious if you have any additional color there? And also, what caused the longer duration in Q2

are you are you starting to see increased customer demand for SaaS? And and, you know, in those instances, are you seeing, you know, customers spend spend go even higher

are there any other significant go-to-market changes that you're planning for this Q1

it looks like you raised the ARR midpoint by $30 million. But it looks like in the disclosure, and maybe this is where I'm mistaken, but it looks like you took your Red Canary expectations up from ...

is there a way to think about what that average Z Flex upsell looks like?

I'm wondering like as customers roll-out agents, right? I think a lot of people think identity, they might think aspects of cloud security what Zscaler's role

Any update on the scale of that business? I think it was about maybe about 12% of ARR back then