Shrenik Kothari

“So, just stepping back, your results and some of the customer examples do suggest you are becoming more deeply embedded in enterprise-wide infrastructure, especially with the Ford migration that you talked about with the petabyte of artifacts.”

“And you have been highlighting improving U.S. public sector traction following a difficult period last year with the second half expected to benefit more. It was interesting to hear the wins around multi-cloud data governance, AI readiness, all of that sound really encouraging.”

“So, Sanjay, you called Clumio one of the stronger growers in the SaaS portfolio. Big picture within Clumio, I think Gary briefly described cloud-native customers starting to drive that acceleration.”

“So Shlomi, Ed, you have been careful in the past not to oversell AI as an immediate sort of revenue windfall. And Ed's own words described 2025 more as a initial spark than fire.”

“Just maybe to switch gears from appliances, Nadal, you mentioned about the data center AI factory blueprint, and between that and the new AI defense plan, the Chem&I agent integration, the secure AI, it seems like you are trying to go after multiple layers of the enterprise AI security stack.”