“Looking into the first quarter, I'd expect our revenue growth rate to be similar to the full year.”

In context

“apEx and other balance sheet dynamics. Let me comment on a couple of items that are included in our guidance. First, we are seeing increased productivity in our business, which will lead to workforce rebalancing fairly consistent with 2023 levels. And second, as we remain focused on portfolio optimization, we expect to close the sale of the Weather Company assets in the first quarter. On a full-year basis, we expect this to impact revenue growth by over 0.5 point, and any pretax gain from the transaction will be partially offset by foregone profit. In the first quarter of 2024, the company will realign its management structure to manage these assets outside of the software segment within other divested businesses, which will provide comparability within software on a year-over-year basis. Looking into the first quarter, I'd expect our revenue growth rate to be similar to the full year. For profit, we expect the first half to second half SKU of net income to be fairly consistent with history and first quarter to be a couple of points better than last year's SKU. In summary, we have a durable growth business with strong free cash flow generation. We have made a lot of progress this past year and feel good about our position as we enter 2024. Arvind and I are now happy to take your questions. Olympia, let's get started. Olympia McNerney: Thank you, Jim. As a reminder, supplemental information is provided at the end of this presentation. And please refrain from multi-part questions. Operator, let's please open it up. Operator: [Operator Instructions] Our first question comes from Wamsi Mohan with Bank of America. Please state your question. Wamsi Mohan: Hi. Thank you. If we”