“So I guess where I'd start is, if you take a look at where we are in, in the first half, I would say the performance of the businesses is really good... we see strength into the back half of the year.”

In context

“tor: And we will go next to Keith Weiss of Morgan Stanley. Keith Weiss: Thank you guys for taking the question. I have a question for Dan. And it's about sort of the guidance philosophy. And that these are what a lot of people are trying to get at is understanding holding the Digital Media ARR guide at 1.9 billion for the full year, despite the kind of increased seasonality in Q3, despite the fact like the street kind of gave you a pass, we've already taken our numbers down to like 1.8 billion. Why keep that risk out there? Why push more risk into Q4? Why put a high bar out there when obviously, it's not in the stock? All the stocks are getting killed here. It's not in our expectations, like, what is it that gives you so much confidence to like, keep that number out there. David Wadhwani: So I guess where I'd start is, if you take a look at where we are in, in the first half, I would say the performance of the businesses is really good. We talked about it earlier conversations with the customers, what we're seeing in data and DDOM and the insights that it gives us, we see strength into the back half of the year. So we're confident in the underlying performance of the business. And, I'd go back to the earlier comments, we see the headlines we see what others are talking about. And so in an environment like this, maybe we're a little cautious about Q3, I think that's the prudent way to go. But it doesn't take away from the insights we have and the belief we have and confidence in the underlying performance and the strength we see into the second half. And so I think we've taken everything into account. And we've got the right set of targets out there that reflect what we're seeing in the business and how we expect to perform. Keith Weiss: Got it. And I mean, any visibilit”