Roger Boyd

Are you seeing more urgency from organizations that are thinking about ways to limit the blast radius and defend against an AI-fueled attack landscape?

just broad strokes about the competitive set to win that deal. Are you going toe to toe with hyperscalers or neo-clouds?

Can you just update us on how those are progressing and maybe how those are embedded into the 2026 guide?

expand a little bit on that, provide any more details on the nature of workloads as customers bringing over

what sort of growth are you seeing with some of the managed service offerings like completing Overwatch relative to the acceleration you're seeing in the overall endpoint business right now

Can you walk us through that longer-term opportunity as you expand with Kroll and other beyond kind of the initial endpoint landing point

How much of that difference would you attribute to

Can you just expand on the momentum there? What's going well? Your competitive positioning with those partners

are you kind of in that shift over to kind of more subscriptions in that business?

do you feel like this could be a material kind of tailwind to demand for cyber safety moving forward? And are you seeing any sort of uptick in pipeline around that so far?

any color you can give just on how you think about free cash flow trajectory and as that continues to improve?

Just any thoughts on how we should think about the trajectory of partner revenue over the back half of the year, anything to be mindful of from a seasonality perspective

Just how do you think about pricing as a lever? I think from a list price perspective, there hasn't been any substantial changes. Just how do you think about that as a lever to monetization?

can you just talk about the fundamental trends you're seeing on that side of the business? Anything to expand on in terms of outperformance there?

how you're thinking about this potentially impacting your SEO lead Gen strategy and any assumptions you're making around click-through rates or customer acquisition costs

Any guardrails for how we should be thinking about indirect growth in your initial outlook for fiscal 26?

how do you reconcile that with the still improving ARPU numbers? And then given the continued strength of mobile in international channels, what are you expecting to see around overall retention

I'm just wondering if you could provide a little more color around the trends you're seeing both from a bookings perspective, but also consumption perspective

shouldn't we expect to see contracts lengthen as customers place more strategic bets on your platform?

can you talk about kind of the future ramp you're expecting in terms of sales force productivity?

Is that product getting pulled along with increasing AI infrastructure? Some of the firewall vendors have talked about growth in software firewalls in this capacity

I think the metric that continues to impress me is that you have nearly 60% of customers adopting BranchConnector over the past two quarters that are effectively new to Zscaler

I'd love to hear any specifics you can give on the ROI with this customer, kind of the scale of the upsell there, and what you're replacing

how big of a competitive differentiator you see that being going-forward