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
: First, I want to start with Janesh. The overall quarter looks strong, and it looks like you're raising the full year more than the revenue beat this quarter.
That said, a lot of associated questions on calculated billings, and to me, I got a couple of questions there. First of all, it seems like deferred revenue
on the balance sheet, that change of $7 million, was more than the change on the cash flow statement. Seems to be maybe even more than an FX
impact. I'm wondering if you could help us with the delta there. And then as your SaaS business continues to ramp, obviously, you said there's no
impact to deferred revenue or RPO. I'm wondering, what's the right way to think about growth? It would appear that calculated billings could be
negatively impacted by your SaaS business.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That's helpful. And then one for Shay. Your new Endpoint offering, first of all, you mentioned on the call, we hear from customers that, as you're
monitoring assets, it makes a lot of sense to also protect. I'm wondering if you could talk about what type of customers you're going to be targeting.
And then second, at some point, could you envision putting the Endgame offering also on servers?
|
