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More than a quarter of new ACV from customer base expansions came from AI and expansion deals that included AI were over 50% larger on average. The pattern is consistent. Customers who adopt our AI…
We're proud that more than 11,500 customers around the world trust Workday with the most important parts of their business from payroll to closing the books. And as Anneil said, growing with our…
I love stats and I think I think stats and being able to have these analytics is is huge. Um, but you don't want to like have paralysis by analysis. You don't want you don't want to like lock…
We got 4.7 billion impressions on social media just from that vest alone. And then the other one we did, we had the US Open, which was the American flag. We had an American flag short. We had 4.5…
The only two real big stats that matter in golf is bogey avoidance and birdie average. If you can avoid bogeies and have the highest birdie average you're going to win.
I played golf with a guy named Dick Ferrris and he was a old United CEO back in the day and I asked him a question. And I said, 'You know, if there's a piece of advice that you could give me, what…
I'm Jason Day, but I'm running a small business. Nothing like what Motive is and what you're doing with Motive, but it's I'm trying to run a multi-million dollar business, but also play competitive…
I told Carly when we signed him up to an 8 year deal that I expect three Stanley Cups during his during his contract and I I was with him on the ice we got our picture taken and I looked over at him…
I'm very cognizant of not getting ahead of myself, not saying anything about who I've talked to or what I've done and because I as as most of you know, I'm I went to West Point. I was a plebe. You…
I believe the NBA is coming here and I believe one of their one of their issues is going to be an arena. Um we're not we're in a kind of tough economic environment now so is another does another…
When we spoke in January, at Davos, I mentioned how the setup was poor for credit and good for equities. Historically, when you've had stretched valuations, in a mid cycle where the economy is…
We're seeing good value in some of the out of favor sectors, which is always the case. I mean, by definition, out of favor sectors are at discounts. But so, I'd say it's eclectic, but we certainly…
Inflation is probably the biggest risk in the market, and it's impacted because it's impacted rates much more credit than it has equities, which I'm surprised at, but it just is what it is.
There is an arms race going on. And the issue is, will the infrastructure investment be justified or will this be more like underwater cable, which was a good thing until it wasn't.
There's a great temptation. If you have a great fund, you make the next one bigger because the higher the bigger the fund, the more your fees, the more your potential carried interest. Bruce's funds…
If you think about a balance sheet, a capital structure, like a tree, it dies from the bottom. So if there's a financial problem first the equity loses its money and then among the creditors the…
In our business, in the fund business, the norm is you raise a fund, you can't raise the next fund until that fund's normally 80% invested. So, we raised fund two, but we put in there language, we…
The focus is is generating an operating profit to begin with, and we're not there yet. So, first step is generating an operating profit, which we were on track to do this year until the war. Um, and…
If you look at what happened with Spirit, there were many things that went went sideways for them. You know, they had an engine issue, so at one point, you know, a third of their fleet was grounded.…
We're publicly traded company, so we're always going to do what's in the best interest of our shareholders. Um you know, with that said, um companies need to focus on the organic plan. And when we…
I think everybody understands given the current environment where fuel prices are that air fares are going to be a bit higher. Um, since 2019 before the fuel crisis, air fares, you know, really…
We're very pleased with the demand environment. Customers are still flying. I think it speaks to the importance of air travel and particularly going into the summertime, customers still want to have…
I want to end on an even higher note today I'm excited to announce that we have secured our first New Summit Global location and we are expanding to Paris more details to come on that in the fall…
Naysayers wrote off New York as a global destination but tourism is beating expectations again well over 60 million tourists expected this year in New York Hotel average daily rates up 3%…
Everyone wrote off retail in New York City but you saw our release yesterday and it very clearly is back retail is back. Yesterday we announced that one Madison retail is now 100% leased curated in a…
When others gave up on New York we believed people said that the financial sector was picking up and moving to Florida but what we've seen is significant sector growth right here in our hometown…
This year-to-date achievement illustrates something far greater than simply a market in recovery because we are vastly outperforming a still unsettled commercial real estate market. It is the result…
The bottom line is our deep customer relationships and our sustainable technology leadership support our confidence in continued share gains, durable growth, and increasing profitability over the…
Given the priority to monetize somewhat constrained compute investments, we expect an increasingly larger proportion of that spend will be directed towards network infrastructure. Importantly,…
I am pleased to announce that we've been awarded the industry's first multi-rail order from a leading hyperscaler, validating early market demand for our RLS hyper rail platform and cementing Ciena's…