“I do expect to see continued effects from the discounts in the upcoming quarters.”

In context

“Roei Golan (CFO): You're correct that I mentioned the 0.5 point impact from increased subscription discounting related to the refresh cycles. I do expect to see continued effects from the discounts in the upcoming quarters. However, we also face tailwinds; email solutions are rapidly growing and should positively influence our subscription revenues. Alongside SASE and ERM, which are also thriving, we foresee these elements contributing to subscription growth. Moreover, competitive replacements in Quantum firewalls should enhance our subscription line as well. Overall, we remain committed to driving accelerated growth on this line item.”