The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: You guys touched about it in the prepared remarks in terms of geographic performance. It sounds like the U.S. and fed was particularly strong. I'm
wondering if you can talk in a little bit more detail about -- when geographies start to open up, are you seeing green shoots of improvement in
buying behaviors? And just kind of how you think about that progressing across various geographies.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That's great. And then maybe over the last 90 days, we've heard some noise from some competitors about changing pricing and then some
infrastructure capacity. I'm wondering, are you seeing any impact from some of those things when talking to customers? Or are you sort of extracted
from some of those consideration discussions?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Congrats on the quarter. This is Pinjalim filling in for Mark. Firstly, Shay, I noticed the last fiscal year in the 10-K, you kind of showed that the number
of patents that you filed and was issued in U.S., kind of number of patents kind of doubled year-over-year, it seems like. Could you talk about maybe
which solutions are those mainly focused on, across search, observability and security? And anything to call out that could further increase your
moat?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: Understood. Okay. And Janesh, can I talk about -- or can you talk about the net expansion rate? I think you mentioned something around it slowed
a bit. Is there a way to quantify? Is that 3, 4, 5 points? And what -- did gross renewal rate or churn? How did that do during this quarter?
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