F5 Networks Inc to Acquire Volterra Inc M&A Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Francois, I was just wondering, just in relation to the 12- to 18-month integration time line that you outlined here, and you did outline kind of 4 drivers starting with securing apps anywhere that kind of how the portfolio -- F5 portfolio benefits from this Volterra acquisition. Like are most of these revenue synergies -- to put kind of a buzzword or jargon around it, if you think of these as revenue synergies, are most of these post the 12- to 18-month integration? Or does the security or kind of more of the benefit to Shape come through even before the integration is done? And I have a follow-up, please.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Got it. And just a quick follow-up on the results that you reported, preliminary results that you gave, any kind of changes in the enterprise spending landscape that you're seeing? Obviously, you've kind of had strong results and you have acceleration in software revenue growth as well as better results on systems. But how much of that would you say is a function of like much better spending coming through from customers, what you see on that front?

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Yes. Like how much of that would you attribute to just a much better spending environment versus momentum on the product side?