Splunk Inc Q1 2022 Earnings Call Transcript

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

Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : Doug and team. So congratulations on the ARR number, that looks quite solid, particularly the cloud number. Doug, if you can talk about the things that are not going to change for Splunk going forward and things that will change because you're bringing in these executives of AWS for a reason, arguably. So what should we expect in terms of their expected contributions? What is your mandate for these 2 executives? And one for you, Jason, it looks like the cloud mix is improving, but we're still seeing some volatility with the RPO, CRPO billings and free cash flow. At what point did those metrics start to settle in and produce the cadence that investors would like?

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Well done as well on the ARR side. Kind of a 2-point question, I guess, for Doug. Obviously, with all of these breaches, it strikes me that you guys are in a really good position to help both the public and private sector, with your SIM broader security solutions. It feels like the ability to sift through the noise is more important than ever. So I guess, could you talk to -- could we be in front of a bit of a SIM cycle? And secondarily, obviously, the DoD contract is great. Is there even further opportunity from the U.S. government?