Rukmini Sivaraman: Good question, Aaron, and thank you for asking a clarification question, right? So first is, I think as we sort of you just pointed out, actually, we do expect to see lower billings and revenue in the second half which does have an impact, as you can imagine, billings does have a direct impact on free cash flow. And then I think you’ve done the math right around just the items that we pointed out, and as we said, it does factor in the potential impact from the use of this third-party software as well, which we are not quantifying at this point. So that’s how to think about the full year free cash flow guide. We don’t anticipate sort of any significant material changes to working capital or anything like that for the rest of the year.
Operator: Our next question comes from the line of Jason Ader with William Blair.
Jason Ader: I wanted to ask just, I think, it may be confusing for folks on this third-party evaluation software. I think that — I think people may be wondering, evaluation of what? What are you guys evaluating with that software?
Rajiv Ramaswami: Yes. Maybe I’ll give you some color, right? So eval software has meant for eval view, right? So you go try it. You go try it out for whatever you’re using it for you try out, and then at some point, we purchase it. What we found was, in some cases, we were using the reval software for doing interoperability testing or customer proof of concepts, validating. So that goes beyond the scope of what the eval software was being used for.
Jason Ader: So the eval software, were you paying a very small amount because it was just eval software, and therefore, now you’re going to have to pay a lot more because you were using it for things that it wasn’t meant for. Is that the idea?
Rajiv Ramaswami: Yes. So we haven’t quantified how much, right? But we can’t get into that kind of detail here, but yes, you’re right, right? I mean, therefore, there is some additional expense required likely to — for the usage and use cases that we were looking at.
Jason Ader: Okay. Great. And then another question for you, Rajiv, just on this whole cloud versus on-prem debate. Specifically, are you seeing any slowdown in the migration of workloads to the cloud because of recent customer cost sensitivity just in this environment that we’ve been in over the last 6 months or so?
Rajiv Ramaswami: Yes. In fact, we gave you an example of a repatriation in our prepared remarks here. Definitely, we are seeing — especially in many areas of the world now, customers are much, much more cost sensitive in terms of looking at the cloud, the public cloud in particular and saying, when should I go to the public cloud and for what? And they’re starting to look at — this whole cloud economics is a very important part. So in the example that we showed, for example, this customer is actually running a production workload in the public cloud because of mission-critical workload, and they decided to migrate it on-prem because they could get a better TCO. They could also get better support experience and response sense from vendors by doing so.
So we’re seeing that definitely being much more nuanced now. It’s not going — not taking everything you have in going to the public cloud. It’s being much more nuanced about what you put where and what is it going to cost you.
Operator: Our next question comes from the line of Simon Leopold with Raymond James.
