Michael Turrin

the decision to defer line optimizations on Creative Cloud I assume we are coming up on just potential price increase

with Daniel leaving, I think we are going to feel questions on how the company manages through this level of transition

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

help us think through the linearity of capacity added. And when that 300 megawatts added in June started to hit more of a steady state in terms of model contribution

Can you just speak to what gives you confidence in the $30 billion run rate by 2027?

does this at all impact the cadence at which you're able to sign on new customers

how often is it the case that you can find a customer scale to move the needle sequentially there

how you're thinking about go-to-market as the business scales and the opportunity to tap into broader enterprise.

given the rise in focus around open source and open weight models, if there's anything you see there that could potentially help further improve the overall position of Make

Can you just speak to what you're seeing from customers using Make and the user types that you're seeing?

the 4Q guide looks stronger than we were expecting. It doesn't sound like make or consumption is a

how you're thinking about use of cash given just the $1.6 billion you have on the balance sheet currently

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

On the Q2 upside, you mentioned the Fed outperformance. And I guess the question is that strength at all

walk us through some of the feedback you're hearing from customers initially and help us think through the time it takes

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...

what are the key metrics you'd point us to, to help us gauge progress as you continue to work towards those opportunities

I'm curious if you think that metric is at all turning a corner with optimizations fading into the background

I want to ask about that metric just in context with the go-to-market shift towards consumption.

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

you’ve now bought back more than 5.5% of shares outstanding year-to-date. Just maybe speak to how

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.

I am curious where Workday fits within those discussions, if any of that

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