“it's the upside ability and the conversations that give us the confidence to actually see that happen in Q2, Q3 and Q4.”

In context

“transaction closed in February, and it's not that we expected that it would have a significant impact, and it didn't have a significant impact in Q1, but there were definitely early signs that were encouraging in terms of conversations and in terms of some of the evals that were put in and even some several POs that we were able to get. But again, nothing significant that impacted the quarter from an ARR perspective. However, and as Yaki mentioned, the conversations and the pipeline that we're seeing is definitely giving us the encouragement and the expectation that we would see AllTrue contribute more throughout the remainder of the year. And as I mentioned before, that is not part of our guidance. We didn't bake in any optimistic assumptions with AllTrue selling throughout the year, but it's the upside ability and the conversations that give us the confidence to actually see that happen in Q2, Q3 and Q4. Yakov Faitelson: The initial conversations and more so the results from the POCs are very encouraging. Operator: Our next question comes from Shaul Eyal with TD Cowen. Shaul Eyal: Congrats on the solid performance and guidance. Yaki, supply chain attacks remain a major threat, especially when sensitive data moves beyond your original provider. As you look at your platform today, do you believe your supply chain security capabilities are sufficient? Or is this an area where you plan to invest and expand? And maybe a second one, who are you displacing given some of those big logos that you just announced one of them earlier on the call? Yakov Faitelson: Yes. Thanks. So in terms of supply chain attacks, this is how bad actors are getting in and with AI, it's much, much easier for them to g”