Alan Verkosky

“And then just double-clicking on an earlier question regarding gross margins, given your comments about confidence and your ability to scale as you continue investing in AI capabilities across the platform, can you go a touch deeper in what gives you conviction that gross margins can improve from roughly 75% today to…”

“You mentioned in the prepared remarks how you're testing pricing models in the market with respect to monetizing AI, and you went through different methods of monetization at the recent investor day, but can you just share what your latest learnings are coming out of this quarter on that phone?”

“And then, Dave, can you just give us some guardrails on how to think about what the revenue contribution from the Marriott rollout for FY27 is as part of that 30% subscription revenue guide and what we should keep in mind for how it can ramp beyond fiscal 27 into fiscal 28 in order to prevent what could be a pretty…”

“Can you talk about the level of engagement you've seen with your MCP? What types of customers you've seen use it more? Are there any trends you've seen thus far in terms of expansion activity of customers that have used MCP?”

“So you have a number of large upmarket customers that spend millions on an annual basis with you, and I think the reason for the shift to consumption makes sense.”