“And, no, we're not going after anything large.”

In context

“Bill McDermott (Chairman and Chief Executive Officer): Yeah. Thank you very much, Samad, for the question. First of all, I wanted to underscore what both Gina and I both said. We're an organic growth company. These were very select M&A moves for the talent, the technology, and the moment to capture a $125 billion market TAM. And this is also where our customers wanted us to be. As I said, our security and operations portfolio right now is doubling year over year. And they wanted us to do more. I wanted to make it very clear to the investors. I hear you. And we did not and never have bought an asset like many others have, and I know that's probably why it's on your mind. Because we needed the revenue. What we needed is the innovation and the expanded growth opportunity of a great TAM and a customer base that's waiting for us. So I want to knock that one out of the park based on our great 2025 results and our extraordinary guide and as it relates to future M&A. We do not have a large-scale M&A on the roadmap. What happened and I felt for you all we had Moveworks. It took nine months to close. We no sooner closed Moveworks, which we love Moveworks. We love Bob and the founders of the company, and it's a great culture, great fit. We love them. Amit and I were no sooner celebrating on their campus with their spouses and everything than we also closed on that and then had Armis and Vezza come to you within, like, a few days. So probably, it was a little bit what's going on over there at ServiceNow? And I noticed that we lost about $10 billion in market cap on that. Because of the worry. So now the worry is gone. You can give us back the market cap. And, no, we're not going after anything large. We now have them in the family, and we're gonna grow them like we do everything else. And I would want to make one thing clear. And I'll give Amit a chance to do this. It's really important. We chose assets also that were heavily integrated with ServiceNow already. So this isn't one of those, how's the integration gonna go? It already went. So maybe Amit can give you a little color on that.”