Mike Cikos

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?

it is great to hear that your largest security product, WAF, is seeing stronger growth. What is driving that?

was this a new logo to Akamai? Or were they a previously existing customer within CIS or another portion of the Akamai portfolio?

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

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

Are there any [ tea leaves ] or guardrails you can give us as we're thinking about '26

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

I just can imagine myself a month from now starting to get inbounds from certain folks asking about the holiday season

I'm just trying to get a better sense of the why now

could we please get an update on Flex Logs

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

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?

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