Robbie Owens

can you provide color on some of the recent acquisitions? When we look at agentic security more broadly, where are customers in their journey? And do you see identity as maybe one of the main hurdl...

Are there a couple things that customers are honing in on that are driving that sense of urgency for them right now?

Curious if you can give us a sense of what your actual revenue mix looks like, Sovereign versus Public?

Love for you to expand a little bit on the OT opportunity because I don't think I recall anything from your prepared remarks

Were they considered in the pipeline as you looked at the first quarter?

I was hoping you could expand a little bit just on the Linksys relationship and what you hope it brings

Just curious to get a little bit of color around impact guided adoption. And what that attach rate looks like and some of the various errors you have in your quiver to speed time to value

Could you compare that existential nature of this AI shift to what we saw in cloud, maybe what areas you think will be obsolesced

it has been challenging, I think, for a lot of vendors in security to get into observability

Can you speak to the rise of Agentic right now and how it's catalyzing this market need

how you see Palo Alto's evolution longer term relative to the data opportunity?

how sustainable is that moving forward? Is that a moving target if some of these new subscription services get rolled out?

you talked about ongoing customer scrutiny on large deals. And I don't know if that's just a general economic comment