Mike Seacos

“Mark, I was hoping to start with you on this outlook here, and really just trying to get a better sense. Obviously, you have this large deal with CoreWeave that you had announced, and congratulations again on getting that over the finish line and the sheer size of it.”

“And congrats on the consistent execution. This is now the second consecutive quarter where management is discussed versus the prior earnings call, which is great color, particularly in light of the late conversion timeline to revenue.”

“I just wanted to come back to this AMD partnership announcement real quickly. And I think it's probably for you, Rajiv, but if I think about how Nutanix has developed or evolved over the past couple of years, the entire product roadmap really ties to providing customer choice, right?”

“I just wanted to come back to the net retention comment and understood on you guys were in that zip code around the 106. But I think historically, the company has not incentivized or split up the team between hunters or farmers and allowed sales reps to choose how they want to retire quota.”

“Matthew, first for you, I just wanted to see, can you please provide an update on the trends you're seeing in the SASE markets specifically. We'd just love to get an update on traction you're seeing out there, as well as how the competitive landscape is changing, if at all, from where we were.”