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When I think about this mega deal, is that a highly distributed use case, or should we think about it as being served from a few, like, sub-10 type data centers?
do you need to do any software updates in terms of the software that Akamai has for customers to run Inference Cloud?
Why would accelerate compute be different that you're going to have this large and very exciting markets at the edge?
help us understand what is new this year in late 2025 versus last year with this NVIDIA partnership
that implies that delivery probably takes a leg back down again in 4Q. Am I thinking about that the right way?
I wanted to better understand the non-delivery opportunity to cross-sell Edgio into the existing base
In terms of Akamai's exposure to the U.S. Fed. How should we think about that
the year-on-year delta is pretty stark. And so I just want to make sure I've got them completely nailed down
just talk about how you're thinking about just discounting a normal course of business discounting
guiding to 20% operating profit margin in fiscal 2026, I guess, can you just talk us through the puts and takes there
how is CrowdStrike thinking about internal usage of agentic AI or possibly the ability for agentic AI to help CrowdStrike's customers?
Is it for more kind of traditional obeservability? Or is it for these newer areas like GPU monitoring
I think, David, you had a higher degree of conservatism to the largest customer. I guess, did I hear that right
what are you seeing competitively in observability? And the one we get asked about a lot is versus Grafana and Chronosphere
did you say that expect pricing for appliances in 2026 to go up between 5% and 20% on average?
What's your thinking in terms of M&A philosophy and whether -- like how we should think about that into 2026
can you just one more time, just clarify for us why the 2026 end of service cohort was not a contributor for this quarter?
what should we be excited about beyond this upgrade cycle? What is going to continue momentum when these tailwinds
I mean, Christiane, you mentioned this was because of 2 fewer days in fiscal first quarter versus 4Q. And I presume part of that is the leap year. But we didn't see this dynamic 4 years ago
can you remind us how Cloudflare thinks about Agentic AI security and whether that can turn the kind of, I guess, the financial meter
can you talk about how Cloudflare can deepen its relationships with foundation model vendors?
why has the advent of AI driven you to pull the trigger right now on the Chronosphere deal
one of the kind of big standouts this fiscal year was the kind of inflection up in emerging products. If I got it right, going from 22% of new ACV to twenty-seven