Dipak Golechha: Yes. So I would say, look, we feel very good about all the elements of our NGS ARR. Like just to repeat, we’ve got SASE, we’ve got Cortex. We’ve got cloud and we have some of the new cloud live services. The majority of the growth continues to be the SASE cloud Cortex side of the house. So I think all of that is good. There are portions of deals we don’t comment on deals like specifically, but if they have the appropriate products, then we contribute the appropriate amount of ARR on them.
Nikesh Arora: Yes, to your direct question, yes, the expanse deal is in the net new ARR that you’ve seen.
Clay Bilby: Next up is Phil Winslow of Credit Suisse, with the Tal Liani to follow.
Philip Winslow: Congrats on another phenomenal quarter. I wanted to focus in on Prisma SASE and Prisma Access. You gave some interesting stats there in terms of penetration into your existing firewall base. But also wins in the cloud for — with customers that are not current on-premise firewall customers of yours. When you look at the momentum you’re seeing, are you getting better at penetrating that existing base? And are customers starting to understand the value of on-premise off-premise 1 policy? Or are you seeing more momentum even in, call it, displacing competing vendors in the cloud now?
Nikesh Arora: So Phil, first of all, thanks for the compliment. Thanks for the great question. As asked, and I think I’ve maintained that I have seen, again more activity this past quarter in C-level executives, some our customers engaging on consolidation plays or getting cloud transformation plays going? And what is interesting is not only our customers are beginning to see increased engagement with GSIs, so global system integrators. So the system integrators are being brought in to try and keep costs down and create a transformation. So I’m not going to name any one of them, but I’d say more engagement gains across the board with the SI community as well as our direct customers. In terms of your question, are we seeing engagement from existing customers and net new customers is both there are existing customers who are stepping up and they are on a path to do their transformations, whether they’re adopting the cloud.
The big highs, Phil, we used to be a firewall company. these to sell firewalls. I got a very secret for you. CIOs and CSOs doing bare walls. Network architects do and they live in 1 corner of the enterprise. CIOs and CISOs do transformation projects. They’ll do cloud transformations, they’ll do network transformation, they will do soft transformations. And to be honest, we never had a portfolio until about 2.5 years would actually had those conversations. So what’s beginning to happen is we are really building a new muscle as a company, where we are able to engage with CIOs and CSOs. So you’ve got Amit flying in one direction, from Europe flying in the other direction. We got PJ Jenkins flying in the third direction, and we let Lee out as well once in a while.
