Jason Salino

“The net new ACV from emerging products, third quarter in a row of 20% plus, you know, with some of your newer products at Beyond and with that cross-sell go-to-market team you set up at the beginning year for the emerging products, you know, has this been upticking on a percentage basis over the last quarter?”

“You know, I think I heard you kind of explain why the steel system, you know, ARR was coming down a little bit. Maybe can you maybe just retouch on that a little and then And specifically, when we look at your ARR performance as a whole, you know, excluding field systems, how do you think that performed in the quarter?”

“Shlomi, I don't think you've had the opportunity to talk about your important fourth AI customer here. It seems like the hybrid deployment model is unique and interesting.”

“So, how might the recent Supreme Court ruling on broker liability benefit Sensara? Obviously, you know, Sensara has a diversified business, and this ruling is specific for only a sub-segment of your customer base, but historically, regulation mandates have acted as catalysts.”

“Maybe my first one, I think it was mentioned that you have 40 different AI detections. I don't know if this is a new way to frame it, but, you know, how many of these are powered by, like, AI-type models, or can they be powered by kind of the same models?”