“None of this, we expect to impact our Q3 numbers. And we'll start to see some of it in Q4 but we don't expect it to be material.”

In context

“conversion. We are very excited about what this can mean for new user onboarding, both Photoshop and Illustrator and also in Express that makes the onboarding of new customers especially early success far more achievable for them. It introduces new offers with adobe.com/firefly as a destination that we can monetize and everything that we talked about at Summit last week around what this can be as an enterprise-grade offering. And of course, with all of this, we have an opportunity to sell subscription credit packs for upsell opportunities. So if you net all that out, we see an ARPU opportunity. We see a net number of users opportunity, and also because of retention, an LTV opportunity. Now we expect all of this to play out over many years. We're very focused right now on user acquisition. None of this, we expect to impact our Q3 numbers. And we'll start to see some of it in Q4 but we don't expect it to be material. But as I mentioned, we expect to see it ramp over the next few years. And we'll share more specifics of this in the months ahead. Michael Turrin: Clearly lots to be excited about there. Thanks. Operator: And the next question will come from Saket Kalia with Barclays. Saket Kalia: Okay. Great. Hey, guys. Thanks for taking my question here. Congrats on a great quarter. David, maybe for you. I want to zero in on that point around Firefly and generating billions of potential users in the years ahead. Obviously, still very early with Firefly but as well as Adobe Express. But I'm curious, what are you seeing with Adobe Express and the ability for Firefly to generate some of that demand or pull through some of that demand for Express, both on the consumer side and the enterprise side. David Wadh”