Jackson Ader

“The first one I had was actually about the timing between deal signage for these multi-year deals and the multi-million multi-year deals and when you actually expect them to fold into revenue.”

“My first question is, Anthony, you mentioned that you expect a sequential build in the subscription revenue starting kind of in the back half for the third quarter, and part of that was based on pipeline compression.”

“Please unmute and ask your question. great uh thanks guys thanks for taking our questions um i really just had one around the not so much on on the ai disruption or or your um what you feel like you can control yamini on on making some of the changes but the budget scrutiny what is it when you know i'm just kind of…”

“And then a real quick follow-up, we continue to kind of see this non-current RPO, outgrow current RPO. So is it customer-led, are customers looking for longer-term deals?”

“With this big deal, as you allocate capacity going forward, how can we kind of think about the impact on any amount of on-demand GPU capacity you're able to offer going forward?”