David Meier

Doing good.

I'm only half caffeinated right now.

Nothing gives me pause.

This is a company that, in my opinion, is doing very well.

They're in a market that needs its technology prowess, that needs its products.

We always have to remember, in the cybersecurity market,

It's always growing, because there's always a bad actor on the other side inventing something new that companies like Zscaler need to figure out how to deal with, which is why I'm actually really excited about the company.

Not only do they have their own expertise from all the years that they've been doing this, but now they have AI tools to complement their experience.

Nothing gives me pause about what they said.

This is something that I've been talking about for about a year now.

When are companies going to start telling us how AI is actually turning into revenue or revenue growth?

Workday actually told you.

I don't think it was as high as people were anticipating.

Now, we have to remember, this is a very big company.

It's going to be incremental growth for them, given that they have been in this business for a long time.

But I think that's the one thing that is disappointing.

AI is great.

We're going to put it out to our customers, and they're going to use it, and they're going to love it.

I think that's the one thing that the market was like, it's great that your margins are going up, but we wanted to see just a little bit more growth from you, even though you're a very big company.

First of all, let me say, I think Asit hit the nail right on the head with his comments about what Workday is doing.