Jonathan Ho

“So with the Permiso acquisition, can you help us understand, you know, how this sort of expands your product set? And, you know, what is, you know, post-authentication behavioral, you know, what does that opportunity look like, you know, particularly in the AI-driven world?”

“I wanted to better understand, you know, how having this level of backlog coverage and visibility affects your ability to manage production efficiency, supply chain, and facilities utilization.”

“Can you quantify the size of the pipeline deals lost, and how much has maybe subsequently closed already? And also, I guess one thing I wanted to better understand is how to quantify how much these complicated deals have actually elongated the sales cycle.”

“Hi, just wanted to understand, first of all, you know, Wael, I really appreciate the detail that you're providing, can you help us understand the opportunities to re-accelerate growth?”

“At Investor Day, you set a goal of gap profitability by 2028 at the latest. It's based on the guidance that you gave for the second half. How are we tracking against that goal?”