Adam Tindall

“George, I wanted to ask on AIDR versus the core EDR platform, kind of a two-parter.”

“Just given the sheer magnitude of this, I think it's like more than 20% of your market cap, so a big bet on this acquisition. And I wonder if we just take a step back and have, you know, kind of walk investors through the decision on capital allocation here.”

“Well, you mentioned that you're asking investors to judge you on cash generated over time, and you're addressing profitability now and generating cash, which is especially important with that debt instrument coming due in March, makes total sense.”

“I wanted to start on the gross margin piece, Kurt. I think it was like a minus 11% gross margin for product on the core, taking out the tariff noise, understanding that you're positioning that as better year over year, But I'm wondering what drove that down sequentially.”

“Patrick, I just wanted to start here taking a step back. If I look at the quarter, incredible growth and negative cash flow. I wonder if you might just talk about how to strike the right balance between pursuing growth versus generating cash.”