Mark Murphy

“Yeah, Ben, Ben, I would maybe just add to Manisha's comments that, you know, as you noted, in 27, we had indicated for the balance of the year that we would see margin expansion relative to Q1, a function of continued price increases, albeit at a more moderate pace.”

“Micron delivered exceptional fiscal Q3 results with revenue, gross margin, and EPS exceeding the high end of our guidance. Our results and today's outlook underscore the increasing value of memory in the AI era and the structural strength of our business.”

“I guess if I can just quickly follow up on that pricing model as well, are you guys actually seeing either slowing in employee headcount or see growth at existing customers, or are you just kind of making this change in anticipation and just to decouple yourselves from being so dependent on seats.”

“Henry, I'm wondering how big of a spread do you see in the demand patterns out there if you compare the software vertical up against traditional industries that might not have as much of a terminal value discussion occurring at the moment?”

“Great to see the momentum you're having with the large CIS deals with companies on the AI technology frontier. You had a large deal last quarter, another one this quarter, that dwarfed the one before it.”