Brad Zelnick

“And you've told us that fiscal 27 and 28 are peak CapEx years. But at the same time, others in the market are spending hundreds of billions of dollars on capacity with seemingly no end in sight.”

“Nikesh, you have strong credibility doing M&A at this point, and today's console acquisition seems directionally consistent with moving closer to autonomous security operations.”

“Really delighted to be kicking off this session with Salesforce on such an amazing moment in time where we are delighted to have Mike Spencer, Deputy CFO, Head of Finance.”

“Thank you so much for taking the question. and Sasan and Sandeep, I appreciate your taking the opportunity to rebase the business in fiscal 27, focus on new customer acquisition, and set up for an even brighter future.”

“My first question, I wanted to ask about your managed inference offering, which is off to a really strong start. What are your initial learnings and what are the factors that inform your thinking on allocating capacity to it going forward versus your traditional take or pay deals?”