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what the team's thoughts are on potentially taking margin down to grow faster
Mentioned credit consumption up 3x this quarter. I was just hoping to hear a bit more around what you're seeing from an overall consumption perspective
Why aren't you seeing degradation from AI adoption, given some of the metrics you're providing
I was hoping you could just maybe expand on how you're thinking about the adoption curve of those efforts
where the company stands in terms of technology replatforming and evolution of the pricing model
Can you speak to what's driving the strength there
maybe just expand on your perspective around what's driving that and how much of that is beyond the scope of just macro and business model changes
I'm just wondering if you can help us at all parse whether any of that could be tied to macro settling a bit
Is that a bit more pronounced to Q4 than what you were previously expecting?
I was just curious if you'd be able to compare and contrast what you're seeing across geos at all
any perspective you can add given it is early in your tenure, so decision process that went into this
how you ensure you're making the right level of change there, balancing efficiency with preserving the continuity
wondering if there are any added details you can provide for us on, just the overall macro spend environment
any commentary you can add on how we should think about the shape of pricing on that line?
would be good to hear you just speak through the impact you are seeing across segments, whether any of the headcount optimization you entered the year with
how you're thinking about capturing the value of those, whether it's through monetization
is there any way to help just split how much of that is macro versus something product-specific
Impressive to hear expectations for flat operating margin in the upcoming year as you absorb some of the mix shift
walk us through some of the feedback you're hearing from customers initially and help us think through the time it takes
The one question we're getting is around the fourth quarter subscription revenue guide for 18%. That number is a touch lower than where the cRPO growth rates overall seem to be settling.
you also mentioned AI driving meaningful OPEX efficiencies. I'm just curious if you could speak to those a bit more and whether that gives you more confidence in the ability to continue to expand m...
maybe you could compare and contrast how fiscal '25 closed for us relative to some of the execution risk you're embedding?
the gross margin and the free cash flow margin stand out this quarter. I'm just curious if you can speak a bit to what you're seeing
any commentary you can add on how things like expansion or tracking relative to what you're expecting
how much of the Atlassian user base this could eventually address over a much longer period of time
I wanted to just go back to the SaaS revenue line there. Given the initial guidance looks for a bit of a reacceleration in the coming years.
what are the key drivers to bridge that gap from the current 2 to 3 products that customers kind of have right now?
Was that 200 basis points for the full year, just given the change in the second half assumptions
Lynn mentioned some Q4 pull forward. So it sounds like maybe it's more of that than the consulting commentary that may have had an impact on Q1.
The initial 2025 guide for overall growth, Brian, of 8.5% doesn't at least appear to fully capture some of that momentum.
maybe just speak to the progress and what you are seeing within flex credit or agentic usage or some of the efforts there
whether you're able to offset just lower seat growth environment if that's the world we're in with more product expansion
just I wanted to zoom in on some of the early feedback around Paradox and Asana, just what you're hearing from customers coming out of Rising
the billings growth we're looking at looks maybe a touch lighter in terms of Q1. I realize it tends to step down seasonally
can you just kind of speak to the trade-offs you're evaluating currently and then how we should think about those in the context of the overall margin potential
maybe if you could add some more context and what informs the Q4 guide given just a bigger seasonal profile for Workday there