“So as it relates to our second half pipeline, the confidence remains undiminished. And we're just maybe a little cautious as it relates to timing.”

In context

“down Q2 to Q3. And I think last quarter; you said it would be up? Do we misinterpret what you said last quarter? I just want to make sure we clarify that. Thanks. Shantanu Narayen: Yes, Brent, the way I would describe it as we had a strong first half, and we actually continue to see a strong demand for our unique solutions. And all of our new initiatives as well as the established businesses are doing well. I guess what we're also paying attention to is, what we all read as part of the macro environment. And when I look at what we expect for our second half, the confidence remains undiminished. The question really for us is timing. And maybe we're being a little cautious as it relates to what happens, given the summer seasonality, as Brent better than most is, sort of the July and August. So as it relates to our second half pipeline, the confidence remains undiminished. And we're just maybe a little cautious as it relates to timing. In terms of what we had said, in March, you're right, we had sort of alluded to the fact that we would have expected some sequential increase; clearly we had a strong Q2. But that's part of the reason why we wanted to give a little bit of color and be transparent on how we see it. And as you notice, we reaffirm the $1.9 billion for net new ARR for the year. Brent Thill: Thanks, Shantanu. Operator: And we'll go next to a question from Brad Sills of Bank of America. Brad Sills: Oh, great. Thanks, guys, for taking my question. I wanted to ask about Creative Cloud Express. You mentioned some new features here imaging video, editing for Acrobat, it seems to me like those are, would be considered typically premium features. Is there any change in strategy with Creative Cloud Express as to where”