Brian Bergen

“And Hitesh, congrats to you on the CFO role. I wanted to just get a sense, if you can give us an update on your approach in monetization here on Agendic and AI solutions.”

“I think that's up from 60 to 100 million before. Based on what you're seeing here, just how long are you anticipating this transition period to be as Globe AI and the pod model scales, whereby it can drive a reacceleration in the overall company trajectory?”

“So maybe I just wanted to start with unpacking fiscal 26 guide and then maybe the demand here and dig in on the primary headwinds in this reduced outlook.”

“I wanted to ask about the 2Q to second half walk. Can you help unpack the implied improvement in the second half relative to kind of what you're guiding here in 2Q and any particular factors as you look across CES, GIS, and insurance?”

“I'd like to start on the data and I strengthen the durability there. So above 30% growth in the quarter, but even above 20x the digital solutions and data and AI-led ops.”