Mike Sikos

“And I'll echo my congrats on the quarter as well as the strength of the net new ARR this quarter on execution. I just, I think it's been asked a couple different ways, but maybe not as bluntly.”

“On the defense and intelligence growth, can you help us by maybe quantifying the magnitude of these elongated sales cycles that you're seeing, as well as the conviction you have in the growth from where we sit today over the remainder of the year?”

“I cover cybersecurity infrastructure software. I'm very pleased to say it's part of the Needham growth conference, or Needham tech and media conference we have with us backblaze.”

“Thanks for taking the questions, guys, and congratulations on the strong quarter and the customer win. And I just wanted to make sure I'm understanding at least the mechanics of this deal.”

“So I just wanted to start out with the guidance we have here for the ARR, and thanks for splitting out the core versus the non-core. Can you help us think about that core ARR business?”