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where are you seeing customers find budget for AI initiatives, and are you seeing any change in sales cycles
what your view is there for the rest of the year going forward
How did you think through guidance construction this quarter, and what needs to happen
Can you provide some color there on what the economics of the new deal look like
should we now expect that the Company can turn free cash flow positive in fiscal '26
it is great to hear that your largest security product, WAF, is seeing stronger growth. What is driving that?
Can we expect the full $1.8 billion to show up in RPO, is that all take-or-pay, and anything else to understand the mechanics?
how do we think about the level of CapEx you guys are deploying here? Are you changing in any way how you're sourcing servers or going in and buying hardware versus where we've been previously
was this a new logo to Akamai? Or were they a previously existing customer within CIS or another portion of the Akamai portfolio?
Are there any [ tea leaves ] or guardrails you can give us as we're thinking about '26
For security or compute, are we at this point reiterating the growth that we had spoken to last quarter?
Can you just help us think about where we are in that inference curve
Can you just walk us through how the first half of the year transpired versus expectations, and why we're indicating how calendar '25 could finish up sub this targeted 15%
wanted to get a quick update on what you're seeing more from a macro standpoint as far as April and May
can you talk about where we are on the sales front? As far as getting in front of those customers?
the acceleration of AI adoption curve at the enterprise level. What would you point us to from a from a metric
When I think about those new logos ramping, is that a function of pull-through
are those one and the same here? Or are those 2 separate customers
I'm just trying to get a better sense of the why now
I just can imagine myself a month from now starting to get inbounds from certain folks asking about the holiday season
Is it analogous to like 15 years ago where we saw, hey, on- prem continues to see investment, but maybe more dollars are going towards cloud
could we please get an update on Flex Logs
the revenue mix from Atlas to total revenue over the next 3 to 5 years
why we did see such broad-based strength from large customers this quarter?
why are we seeing this meaningful bump in the new logos acquired this quarter specifically?
is that year-on-year growth in consumption in May back to the levels that we saw in February or March
is there anything specific to Q4 consumption that started to drive this dynamic on the growth?
is this across all vintages and geographies or is it potentially more concentrated in scope?
can you please provide an update on the trends you're seeing in the SASE market specifically? Would just love to get an update on traction you're seeing out there as well as how the competitive lan...
you had cited sequential improvement in sales cycles, which is -- which is something that we would not have expected just given this environment
How much of that is potentially incremental conservatism or prudence, however you want to phrase it versus visibility moving one way or the other
Can you help unpack, I guess, new logos coming to the ServiceNow Platform? Are you in any way seeing an increased volume of enterprises voting your way
I know in the press release and the prepared comments, you had cited this go-to-market optimization. Can you just provide a little bit more color on that front as far as what ServiceNow has in store?
is it fair to think that 3Q here was just a strong execution quarter, but maybe a more normalized return to typical migration activity?
can you discuss what's the monetization strategy that you're putting in place behind that adoption curve?
This is the healthiest quarter-over-quarter addition to RPO and CRPO during an October quarter
there was a lot of security vendors out there last week discussing some success and competitive displacements in the SASE market
what does the average customer look like when they are deemed a Zero Trust Everywhere customer? How do you spend materially change?
It really sounds like macro trends you saw in April and May were a relative non-event versus some of the more mixed data points
can you maybe color the $1 million cohort that you have in light of some of these go-to-market initiatives
is most of that unscheduled billings growth being sustained by those emerging products