“We still believe what we said a quarter ago, which is that with infrastructure, we think that log management and analytics can add $100 million or so of ARR over an eight-quarter span or thereabouts.”

In context

“Rick McConnell (CEO): Well, as I said, Matt, we believe that the log management and analytics market is very ripe for disruption. We believe we have a very unique opportunity to take advantage of that given the technological framework that we have constructed, and we are thrilled with the early demand and interest from customers. We saw this in our customer innovate sections, which we executed globally in Singapore, Sao Paulo, and London over the prior month to six weeks, getting first-hand feedback from customers here. So we feel very good about it. We still believe what we said a quarter ago, which is that with infrastructure, we think that log management and analytics can add $100 million or so of ARR over an eight-quarter span or thereabouts. So that’s what we are still expecting following launch.”