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CEO Bill Magnuson detailed that OfferFit's technology will serve high-end enterprise needs and also be integrated into the broader Braze platform to enhance BrazeAI and Project Catalyst. CFO Isabelle Winkles affirmed that the company's guidance philosophy remains prudent and focused on total revenue growth, which she expects to inflect ahead of dollar-based net retention.

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CEO Bill Magnuson explained that Project Catalyst will be a paid, premium feature integrated within Canvas, priced either via flexible credits or as a new SKU. CFO Isabelle Winkles noted that the Q3 dollar-based net retention of 113% was in line with expectations and reiterated the full-year forecast of around 110%, citing continued pressure on the metric.

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CEO Bill Magnuson stated that Braze is excited for RCS, actively preparing full support, and noted that the new flexible credit model will simplify customer adoption. CFO Isabelle Winkles commented that net retention has not yet bottomed out and the company's guidance embeds continued pressure on this metric, primarily due to lapping stronger historical quarters.

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CEO William Staples noted that the public sector constitutes about 12% of total ARR and that the platform's value proposition of efficiency and cost savings remains strong for these customers. He mentioned that Q3 is typically their strongest quarter for this sector. While the team is monitoring the environment closely, the guidance for FY26 assumes no significant changes to the current business conditions in the public sector.

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Co-Founder Sytse Sijbrandij observed that customers fully committed to the GitLab platform on the Ultimate tier are the best candidates for Duo Enterprise. He cautioned that it is still very early for agentic AI (Duo Workflow), with a beta planned for the winter, and significant impact is not expected this fiscal year.

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CFO Brian Robins noted that the cautious spending environment and developer hiring trends remained consistent with the previous quarter. CEO Sid Sijbrandij affirmed that the market is moving beyond AI code creation to AI throughout the entire software development lifecycle. He highlighted GitLab's leadership position in the Gartner Magic Quadrant for DevOps Platforms as evidence of its strength in this area, positioning the company to win as AI becomes more integrated and autonomous.

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CEO Vlad Shmunis stated that all impacts from the RingCX prioritization are factored into the provided guidance, noting the existing NICE customer base is largely under contract with a significant RPO. CFO Abhey Lamba explained that 2025 operating margin leverage will be driven by top-line growth and continued disciplined spending, including cost structure optimizations using AI, similar to the improvements seen in prior years.

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Founder, Chairman and CEO Vlad Shmunis stated that the company is not ready to provide 2025 guidance, citing a focus on Q4 and the desire for the incoming CFO to have input. He highlighted potential near-term 'friction' from prioritizing the native RingCX solution over the legacy NICE-based offering. Regarding Microsoft Teams, Shmunis confirmed it remains a key channel for larger enterprise customers, contributing to double-digit enterprise growth. However, he noted the RingCX and Teams integration is not yet a 'needle mover' as RingCX has historically skewed toward smaller businesses, but a 'RingCX for Teams' solution is planned for the future.

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CEO Michael Burkland stated that customer conversations are heavily focused on leveraging AI for accurate and personalized self-service. He identified key 2025 upside drivers as continued AI revenue growth, which hit 46% in Q4, strong core subscription revenue growth of 19%, and continued sales execution, with potential for further improvement from a better macroeconomic environment.

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Executive Barry Zwarenstein stated that Acqueon contributed less than 1% of revenue in Q3 and will not be broken out going forward due to the deep integration of the businesses. Executive Michael Burkland clarified that 'AI agents' are the next generation of their IVA and DVA self-service products, designed for more autonomy, and are not part of the agent-assist category.

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CEO David Morken confirmed that voice AI demand is happening now, citing a global hospitality brand and a Fortune 25 healthcare provider as current customers using Bandwidth for AI agent integration and CCaaS migrations. CFO Daryl Raiford explained the Q1 guidance reflects 4% normalized year-over-year growth after accounting for prior-year political revenue and expects lower surcharge revenue. Morken added that while their guidance is historically prudent, their conviction is that the AI agent opportunity will be larger and more durable than the temporary work-from-home trend.

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CEO Shlomi Ben Haim stated there has been no significant change in the macro environment, with customers remaining conservative on cloud usage and commitments. He noted some hesitation around AI adoption pending new administration regulations. Regarding seasonality, he explained that large security deals require patience and longer proof-of-concept cycles, so he does not expect special seasonality, reinforcing the conservative guidance approach.

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CEO Shlomi Haim explained that while large customers are planning cloud migrations, execution is slow due to macro headwinds, causing them to pause investments in their on-premise environments. He stated that JFrog will not 'punish' customers with immediate on-prem price hikes but may consider pricing changes next year to motivate future migrations.

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CFO Aidan Viggiano noted no specific macro changes, explaining that the volume drop from Q4 to Q1 is typical seasonality. CEO Khozema Shipchandler detailed a key use case where a customer replaces a traditional IVR with a voice AI agent. This agent handles the full interaction, creating opportunities for more intimate, data-driven upsell conversations that were previously constrained by human agent cycle times.

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CEO Khozema Shipchandler explained that the 2025 outlook is supported by stabilizing trends, strong performance in self-serve and ISV channels, new product innovations, and customer conversations. Regarding RCS, he stated the near-term timeline is unclear, as it's well-suited for some use cases but not others. He expressed bullishness on Generative AI's role across all channels, especially when paired with contextual data.

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CFO Jason Schwartz confirmed that FX pressure impacted Q4 results by approximately 1-2% on a run-rate basis and is factored into future guidance. He characterized the quarter as strong, highlighting accelerated growth in large customer accounts, increased average revenue from that cohort, a higher NRR, and significant new partnerships with S&P and Bloomberg as positive business indicators.

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CEO Or Offer attributed the growth to internal improvements, specifically in marketing which generated record registrations and meetings, and strong execution by the go-to-market teams. CFO Jason Schwartz indicated that while full 2025 guidance is forthcoming, the current momentum and exit rates are good indicators for the future, emphasizing a continued focus on profitable growth.

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COO & CFO Tyler Sloat stated that after guiding to 104% constant currency NRR for Q1, the company expects the rate to remain relatively consistent for the full year, though it will be updated quarterly. He clarified that Freshworks does not plan to break out Device42 revenue separately going forward, as it is increasingly sold as a bundled, unified product with Freshservice, which is a positive indicator of the acquisition's strategic success.

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CFO Kathryn Bueker explained that the migration of existing customers to the new seat-based model will continue through 2025. A price increase of up to 5% only applies upon the first renewal *after* a customer is migrated. She projected that between 50% and 60% of the company's ARR will have completed this first renewal by the end of 2025.

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CEO Samuel Wilson described a 'tale of two cities,' noting a 14-year high in U.S. bankruptcies affecting some larger businesses, while credit card default rates among its small business customers remain steady. He views Salesforce as a great partner, not a competitor, noting 8x8 is a large Salesforce customer and is looking at technologies like Agentforce to deepen the partnership.

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CFO Kevin Kraus attributed the revenue results to robust platform usage revenue and growth in the core 8x8 platform business. CEO Samuel Wilson added that strong gross retention provided a solid foundation for growth. Regarding AI, Wilson confirmed customers are more willing to adopt these solutions now compared to six months ago, driven by the ability to turn AI into tangible business outcomes like improved agent productivity, fraud detection, and shorter training cycles.

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CEO Mike Cannon-Brookes noted that while it's early for Rovo, customer feedback is very positive. He pointed to the broader Atlassian Intelligence platform surpassing one million monthly active users and a 25x year-over-year increase in AI interactions, which is driving adoption of Premium and Enterprise editions. He stated that investments in Rovo are focused on search quality, the Teamwork Graph, and expanding data connectors to enhance its capabilities.

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CEO Mike Cannon-Brookes explained that it's a mix of both. While contract renewals are a natural trigger, significant cloud innovations like Atlassian Intelligence are prompting some customers to start their migration journey earlier. He stressed that for large enterprises, this is a multi-year IT project that typically begins with a hybrid state. CFO Joe Binz reiterated confidence that migrations will contribute mid-to-high single digits to cloud revenue growth over the next three years.

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CEO David Steinberg noted that the certainty following the election is unlocking advertising dollars and expressed bullishness for Q4. He confirmed that Zeta's largest agency client has renewed for multiple years and that agencies are scaling well, reinforcing his confidence in achieving over 20% organic growth next year.

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CFO Eliran Glazer stated that formal 2025 guidance would be provided next quarter but expressed optimism for potential upside due to monday Service, price increases, and cross-sell opportunities. Co-CEO Eran Zinman confirmed that the company has an active M&A team constantly monitoring the market for opportunities and is definitely exploring acquisitions given its cash reserves.

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CEO Eric Yuan reiterated Zoom's philosophy of not charging for AI Companion within its core Workplace offerings to build customer trust, though he confirmed new premium services like Contact Center will be monetized. CFO Kelly Steckelberg stated that the full-year gross margin guidance of approximately 79% reflects AI investments but that the company maintains its long-term target of 80%. Yuan also credited the DevOps team for cost-saving efforts that create room for AI spending.

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CFO Michelle Chang explained the guidance assumes the Online segment will be slightly down, with Enterprise as the primary growth driver. She ranked the top drivers as: 1) The core business, including Phone, benefiting from low churn; 2) Adjacent growth products like Contact Center and Workvivo; and 3) AI, particularly through the premium Contact Center SKU.

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