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I was wondering if you could comment on if you have any texture on kind of the performance ex price
how you're thinking about, you know, overall Gen AI usage versus monetization
their appetite to allow Autodesk to use their data, in terms of AI, and how have those conversations evolved
can you just help us understand how much is sort of driven by the go-to-market changes in that restructuring
are there sort of other partnerships and investments that we should be expecting you to make
where is that underlying growth of the business? In your view now
is this strength is this coming in well above your expectations
Why give that FY '29 outlook now?
Is there any new PLG motions or marketing initiatives you're doing?
did the EBA timing land a little bit different than you expected?
are you thinking about the uplift or, you know, the pricing philosophy as those customers come up for renewal
What are some of the areas that you've identified as having that efficiency potential?
Can you just help us understand, do you think that reacceleration is durable?
Can you just talk to what do you think is sort of driving that type of consumption? I mean, I imagine it's pretty broad-based, but if you're seeing that outsized in a particular vertical or use case.
I'm curious about how you think about the glide path for Pro Plus adoption through this year. Are you anticipating greater adoption in the back half given bigger renewal quarters or similar trends ...
How are you thinking about the opportunity to sell additional services such as database, middleware, other pieces of the portfolio
can you just help us understand like how are you benefiting? What are some of the increased levels of complexity that are driving demand for PTC products
the magnitude in which that surprised you in in the quarter and then how that changes for the year
how do you think about where the growth of this business could go over time? What are sort of the key levers you need to see for this business to get back into the double digits
How are you sort of thinking about the evolution of verticalization as well as the product in packaging at this point?
if you’re seeing a risk uncertainty for a specific product or if it’s in a specific vertical, if there’s any more color you have to provide on that
I was wondering if you could just double-click on kind of what specifically is driving that? Are you seeing kind of improving payback trends, new logo acquisition opportunity?
are you seeing any acceleration in implementation times driven by AI or other things? And just sort of what drove that outperformance
I was wondering if you could just sort of elaborate on it
where those heads are focused and then anything you would call out in terms of how to think about margin expansion into next year
what do you think is, you know, puts you at an advantage, you know, whether certain design or technology decision that you made
is there a sort of immediate imminent revenue unlocks that is perhaps driving the higher forecast for this year
are you increasing, you know, discount rates or any type of deterioration in close rate assumptions
To what extent do you view this opportunity? Is this a potential tailwind
just any way of framing how we should think about the growth in the context of this year and in your long-term targets