Sameek Chatterjee

“Matthew, you and Thomas both talked about the, on the security side, there's now playing a heavier role in terms of the NDR expansion. Can you just talk about sort of what you're seeing in terms of win rates in relation to Cloudflare?”

“Maybe on the voice side, you've had this 20% plus growth consistently in the recent past, and you highlighted that it comes both from volume and software add-ons.”

“Adam, if I can just ask you more specifically around CCAS, obviously, you sounded pretty positive in terms of what you're seeing for demand there. If you go back to the time when you announced the acquisition and gave some guidance around it, I think you were assuming more sort of mid-teens growth for this year.”

“You're raising the guide for the year as well and getting ready, it seems, to give us a more long-term view of the business.”

“Maybe if I can start on the memory sort of challenges that you referenced in your prepared remarks and just wanted to understand sort of firstly, how confident are you about sort of getting capacity as you work through 2026 at this point?”