Lizette Chapman

Right.

So like you said, there is a lot of built-in anticipation, eagerness around this.

They've beat the last four consecutive quarters.

We're going to see if they're going to beat that again, or maybe they're going to fall short.

What we're going to be looking for is whether they're able to translate these small

Smaller customer deals, these $1 million deals, into ones that expand into ones that really drive the U.S.

commercial deals, as well as international.

That's on the commercial side.

On the government side, we're going to be looking at how things are going here domestically as well as internationally with the boost that they've seen, that they've invested in the U.K.

and a lot of NATO projects.

expansion efforts as well.

So we're going to be looking to see whether they've been able to continue to expand the sizes of those deals.

The people that we have spoken to indicate that that is unlikely because of the lumpiness and long-term nature of these contracts.

That doesn't seem to be a major factor that we have anticipated so far.

What we will be looking at going forward, though, is, again, like, you know, will they be and then where and how?

And traditionally, international sales have been much stronger.

softer than the U.S.

ones.

And, you know, CEO Alex Karp has repeatedly said, you know, it's U.S.

commercial growth driving this.