“We raised our cash flow guidance to an excess of 400 million.”

In context

“et. Operator: All right. And we do have 1 final question -- have time for 1 final question, which is from Ethan Bruck from Wolfe Research. Please proceed with your question. Alex Zukin: Hey guys, this is Alex Zukin from Wolfe Research. I just had maybe 2 quick numbers questions. Roughly if we think about Q4 guidance, how much revenue do you expect to come from commercial contracts with investment arrangements in the quarter. And then is it possible to get what percentage of the total RPO would be recognized over the next 12 months? Kevin Kawasaki: So on the investment programs, we're really excited about the opportunity here. Just to repeat some numbers and get some context with our Q4 guide, we're expecting a 40% revenue growth for the year in 2021. That's over $1.5 billion for the year. We raised our cash flow guidance to an excess of 400 million. We've invested about a $150 million through Q3. Total revenue from the program is about 2% of revenue for the year through Q3. And there's about $640 million of total revenue long term from this program at the end of the quarter. Operator: This concludes today's conference call. Thank you for participating. You may now disconnect.”