Competitive RisksThere are risks that the company may not be as well positioned as hyperscalers in capitalizing on generative AI opportunities.
Economic And Market RisksA darkening economic landscape and a disruptive trade war have hobbled the shares in recent months.
Revenue And Growth ChallengesLast quarter, Q/Q RPO adds decreased Y/Y as several large customers went to on-demand consumption rather than early renewing, which may cause some divergence between revenue, bookings, and collections growth.