Operator: Thank you. And our next question comes from the line of Rob Owens with Piper Sandler.
Rob Owens: Good afternoon. Thanks for taking my question. Wondering if you guys could compare and contrast what you saw domestically versus internationally. And a little surprising to see international actually strengthen based on growth rates and the US fall off. So if you could provide a little clarity there, that’d be great. Thanks.
Burt Podbere: Hey, Rob, this is Burt. Thanks for the question. So, in general, we saw the macro hit all the geos. But as we think about our split between United States and internationally, obviously, the United States is the biggest portion overall of our business. So any impact to ARR will generally be driven from that sector.
Operator: Thank you. One moment, please. And our next question comes from the line of Sterling Auty with MoffettNathanson.
Sterling Auty: Yes. Hi, guys. And thank you for the extra commentary on macro and next year, in particular. My question is really, how do you think about those macro headwinds manifesting themselves in terms of net dollar retention or expansion rates versus the growth rate in new customers? Is one side going to be more particularly hit versus the other as it unfolds over the next several quarters?
Burt Podbere: Thanks, Sterling. So, for us, the good news is that we have a very healthy installed base. And we feel that we’ve got great opportunities in that traditional land-and-expand model. And we saw that in the ratios that we saw. Having said that, we still feel that there’s a tremendous opportunity in new logos. We think that the opportunity for us to go and capture some of those new logos really has that — goes to our model that we started and talked about since day one. So today, we still think about tremendous opportunity in the land-and-expand model, as evidenced by our dollar-based net retention rates, but also in terms of the net new logos that we have the opportunity to go capture. We talk about the TAMs that we’ve seen ever increasing from IDC and the fact that we’ve just been able to add new modules at a nice clip. We feel that we have a great opportunity to go after those new logos as well.
Operator: Thank you. And our next question comes from the line of Joel Fishbein with Truist.
Joel Fishbein: Hi. Thanks for taking my question. George, you bought Reposify, external tax service management. A lot of customers were talking about it positively at the Analyst Day, or the user conference. Love to hear — you said, this is going to be launched this year. Wanted to see if there’s any initial indication of interest there. And how do you think that’ll trail or attract in terms of demand?
George Kurtz: Yes. We’ve seen tremendous interest since the acquisition. We announced that at Fal.Con. Customers are looking to understand their exposures externally. And as they move more and more to the cloud, a lot of their exposures are really configuration and policy-driven. So it’s a fantastic add for us. It fits very nicely within our platform. It ties into what we’re doing on the vulnerability management and risk side. And overall, we’re really excited about it. And customers are not only looking at it for themselves, but also looking at it from a third-party risk perspective and leveraging it across their supply chain in terms of making sure that their suppliers are secure and not putting customers at risk. So, so far, very positive feedback and we’re excited to get the product launched and bring it to market.
