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
: Congrats on the results here. Matt, I want to start with you. I think the way that you outlined kind of the 4 ways that you're thinking about gen AI
was super helpful. And I think in your script, you mentioned you plan to monetize it with sort of increased Capella adoption and consumption. But
I'm wondering, for some of the other products like Capella iQ, is there an additional monetization strategy with that?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That makes a lot of sense. And then I know -- on the hyperscaler front, I know you've had a lot of progress with AWS. It was great to hear your
comments on GCP this quarter. I'm just sort of wondering when you're seeing deals come in through partners like that, what does the profile of
those customers look like? And how would you talk about sort of the pipeline for those hyperscaler type deals?
Question: Imtiaz Ahmed Koujalgi - Wedbush Securities Inc., Research Division - Analyst
: Actually one question. One for, Greg, I know you don't focus on billings as much, focus mostly on revenues and ARR. But if I look at the billings
number this quarter looks a little bit light, I think seasonally down sequentially, which is I believe never happened before. So, is there anything to
call out there on the billings metric? Any headwind on the invoicing the duration front?
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Question: Imtiaz Ahmed Koujalgi - Wedbush Securities Inc., Research Division - Analyst
: And then just one follow-up for Matt. Matt, you've seen strong strength in Capella in the last few quarters. On the go-to-market motion for Capella,
is there a self-service element where people are signing up Capella without requiring a sales guy or a sales rep to negate with them? If you could
just comment on any self-service motion with Capella traction versus direct sales selling Capella to your customers?
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