“We called the year now at 11% to 13%.”

In context

“any, to get a bridge from operational to GAAP is a rounding error in the first quarter. And by the way, we continue to expect that as we go forward. So the number that we report, and by the way, we're, what, four years into this acquisition now and we continue to talk about deferred revenue. But let's put that aside. Underneath the performance of 11%. Red Hat OpenShift's strong performance here in the quarter, growing north of 40%. We talked about 90 days ago, we put the number out there. Now that we've got to a $1 billion ARR business, we're seeing very good momentum in OpenShift as the leading hybrid cloud platform overall. And our Ansible portfolio, to Arvind's point, is scaling nicely and taking share on top of that. Now what's going to drive the growth in the second half of that 11%? We called the year now at 11% to 13%. I think being prudently cautious. We have a strong renewal available base that will start kicking in, in the second half. So I think that's really the core to the answer about the renewal base on the subscription. But just wrapping up Red Hat and the discussion I have with investors, taking a big step back, we're pleased overall. We're four years into this acquisition. We have quadrupled the Red Hat revenue from pre-acquisition in 3.5 years. And around the multiplier effect, we've accelerated our software portfolio, and we've accelerated our consulting portfolio to a high -- mid- to high single-digit growth business overall. So we're very pleased overall. Patricia Murphy: Thanks for that. Sheila, can we please go to the next question? Operator: Yes. Our next question will come from Wamsi”