“In terms of sort of long-term guidance, I'm not going to provide any update on that. What I would simply say is that our expectation during the course of the year is that we stabilize ARR growth for this year, and then we increase it into the future”

In context

“Rick McConnell (CEO): Thanks, Kash. Thanks for getting up early on the west coast for us. In terms of sort of long-term guidance, I'm not going to provide any update on that. What I would simply say is that our expectation during the course of the year is that we stabilize ARR growth for this year, and then we increase it into the future, which we expect elements like go-to-market changes such as customer segmentation, the partner lean-in, some of the other elements around use cases, the movement toward end-to-end observability. We believe all of these elements contribute to acceleration, both in new logos as well as NRR. And so, the expectation is that we are leaning in. We have a market that is coming our way. The end-to-end observability opportunity is substantial. We believe that our platform plays better to that than any other competitors in our industry. And we're focused on doing precisely what we suggested in an effort to drive toward the objectives that you align of increased growth.”