Forbes Global 2000

Those are the things I'm looking for to have a like very clear, coherent conversation.

Because when you're talking to an executive at a Global 2000 or a Fortune 500, they're not necessarily worried about like, is our invoice processing tool the best it can be? They're worried about like cash flow.

Like why are we holding cash and why is working capital tied up the way it is? You've got to be able to make that relatable in a clear value proposition.

So anything that can help me around with that, I consume.

And then we were like, actually, I...

There is this, there is this feeling of the more we spoke to people, like the, the Fortune 500s and Global 2000, they're all like, "This is way bigger than just cloud, and it has to be its own thing." And the more we would develop into it, we realized that, oh, okay, the same thing that happened with cloud...

And I real- I was fortunate that I was in the beginning of the cloud journey as well, where you see cloud security.

There was no title for cloud security.

It's not just one type.

Yeah.

And I think, um, in a lot of global 2000 Fortune 500 companies is that the people who were doing AI were traditionally non-security people, never had to do security, and now they're like, uh, "AI security? That's, I mean, AI is my bit, so we'll probably do that." But then they've never done AppSec, they've never done CloudSec.

Yeah.

have been sort of turned into learning in some of the more mature companies.

Look at Global 2000, Fortune 500.

And they're now more nimbly able to say, okay, to connect the big thing for enterprise that they're able to do now, which I think small businesses could have done years ago, but the tech wasn't there, is sort of look at where do we want to be in...

Two, three years, nobody's thinking five, 10 years anymore with the speed of things.

That's up 27% year-over-year.

And their Forbes Global 2000 customers totaled 829.

They're also raising their fiscal year product revenue guidance to $6.07 billion, up from $5.84. That's also above the consensus and implying about a 36% growth rate.

Operating margin guidance was raised to 14.5% from 13.5%.

And, you know, it's one of those things.

Our company doesn't focus specifically on women, but it's been interesting over these last 10, 15 years to just see, in many respects, the continued slow progress that we see of the percentage of board members, of publicly traded companies, of C-suites in the Global 2000 and the Fortune 1000.

I mean, certainly progress has been made, but there's still a long ways to go for more women to have a seat at the table.

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This is where I think labs like OpenAI and Anthropic actually can be incredibly differentiated because they already have the muscle to work on those very frontier problems.

But if you go into any business in the Global 2000 today, you ask any random person, "What are you doing today?" It's not something that needs the true frontier of intelligence like 99% of the time.

And so cost will dominate.

OpenAI and Anthropic could release an open model that they then inference on, and I think that that could actually be a great business for them.

And we had like in the first years, we have tremendous growth with manufacturers, also like in the automotive industry and defense industry.

a lot of players there are in europe so that's why we grew grew in europe um but now most of our growth is coming from the from the us similar thing um enterprise our home turf fortune 500 global 2000 manufacturing pharma logistics so we are like really industry agnostic um and now the primary growth is as you as you also said so we are taking over um the us market is now primarily coming from from the us yeah

Yeah.

So, Vlad, when you when you think about success and you want to tell someone, all right, we're in this new brand new world that we know the future of work is going to change.

Yeah.

In the Global 2000, I think it's very jagged.

I think, uh, some companies, uh, do use a lot of AI, some companies don't.

The point is, um, there's so much to-