Patrick Walravens

Directly explained the FDE investment and framed C3 Code as an offset to the need for forward-deployed engineers over time.

Addressed the federal pipeline and incumbent-displacement dynamics but did not name the single biggest win asked about.

Tom pushed back on the churn framing and Hitesh said there was no significant loss of production customers; the issue is sales execution. Direct.

Tom attributed the collapse squarely to sales execution, not market or product, and called it fixable. Direct.

Stephen attributed the falloff to sales execution and Siebel's health, but said demand is accelerating and the plan and team are in place. Direct.

Stephen said Q2 execution was strong and he is confident in the opportunity but acknowledged there is work to do. Direct.

Tom said about 90% of business closed this quarter was with partners and C3 is amping up joint go-to-market with Azure, AWS and GCP. Direct.

Tom described the leverage model of pairing each C3 seller with ten partner reps and cited 600+ joint Microsoft accounts. Direct.

Tom acknowledged he had to work from home to recover but said he was resuming travel, including a red-eye to Washington that night. Direct.

Tom disclosed giant cell arteritis affecting his vision and described accommodations and Jim Snabe's support role. Complete, direct answer.

Tom gave the full backstory on Judson Altoff and predicted a dramatic acceleration of federal AI adoption. Direct.

Asked by Pete on for Patrick Walravens. Khozema called it early days and gave no timing or sizing of AI revenue.

Asked by Nick Lee on for Patrick Walravens. Thomas said Voice AI is moving beyond support into sales, seller augmentation, compliance and recording use cases.

Khozema said the OpEx envelope is right, the Q2 investments in voice AI and RCS have paid off, and Stytch is the new inorganic step in identity.

Aidan conceded the other carriers may follow and are not in guidance, adding gross margin pressure, but said profit and free cash flow dollars are unaffected.

CFO cited moving email off legacy data centers to cloud, a temporary double cost, plus more direct carrier connections and prepaying carriers for better pricing.

CEO set aside the broader CDP market shift and said the Segment thesis was always intelligent communications, now realized through integrated products.

CRO said Twilio competes on a multi-channel platform plus Segment personalization rather than single-channel offers, supporting above-average win rates.

CFO declined to update the figures but said the top five verticals all grew and messaging was strongest, otherwise in line with Investor Day.

CFO said the 2025 guide implies roughly 17.5% non-GAAP operating margin with some accretion each year to the 2027 target.

CEO cited support ticket deflection and AI vetting of SDR leads, improving productivity and lead quality.

Pomel described AI transforming how Datadog engineers write, debug, and operate software, with improvements expected across front and back office.

Pomel stated short-to-mid term productivity gains are reinvested in growth, but long-term expects to be highly profitable company.

Amit described AI Control Tower as solving all four concerns: real-time monitoring of all agents including third-party via CMDB, kill switches for rogue agents, security auditing, and red teaming. Bill cited example of public sector entity consolidating 479 legacy tools onto ServiceNow.

Bill argued AI creates a consolidation tailwind for ServiceNow since legacy departmental systems built in the 20th century can't take advantage of AI without end-to-end integration. Customers now actively want competitors displaced rather than coexisting.

Serge said non-Atlas ARR grew mid-single digits, down from double digits, as historically non-Atlas customers increasingly deploy incremental workloads on Atlas.

Sridhar disputed model plateauing, pointing to code-quality and agentic gains and early enterprise innings.