“So, the second half of this year is, and especially -- well, the second half, we're in it, is going to see a lot of capacity come online that we've been waiting for and that we've been working on. So, we expect that you're going to see that turning into revenues.”

In context

“And in fact, our booking trends, which you don't see yet in revenues because we wait until they're implemented, our booking trends have taken a marked step-up. We were going over those just today and they've accelerated from last year quite significantly. Raimo Lenschow: Great. Thank you. Operator: Your next question comes from the line of Kirk Materne from Evercore ISI. Your line is open. Kirk Materne: Yes, thanks very much and congrats on the results. Safra, you talked a little bit about the pipeline strength at the end of your prepared comments. Can you just talk about your line of sight in terms of capacity coming online, so that you all can recognize some of the revenue that's associated with the demand that you're seeing specifically around on the OCI side? Thanks. Safra Catz: Yes. So, the second half of this year is, and especially -- well, the second half, we're in it, is going to see a lot of capacity come online that we've been waiting for and that we've been working on. So, we expect that you're going to see that turning into revenues. This is -- everything is accelerating even more. And in addition, though, we also expect our RPO to start moving up the actual base RPO number, which is, of course, up 50% year-over-year. But the number itself, we expect it to spike in this quarter and for the end of the year. So, we expect both capacity to come online for our customers, which it is. And so it will burn down some of our RPO, but we also simultaneously expect to sign a number of very large contracts to -- that will make our RPO number go up, too. Operator: And your final question comes from the line of John DiFucci from Guggenheim Securities. Your line is open. John DiFucci: Thank you. Safra, you've shown us -- I'm going to switch gears a little bit and go down to the bottom line here versus the top line. You've shown us f”