43 annotations
from a macro perspective, we've seen kind of similar to what we said 90 days ago, not better, not worse. And that's basically a little bit of additional scrutiny that we saw 90 days ago, but nothing significantly different than that.
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Transcript
2023 Q3
3 Dec 22
the exposure we are seeing is more on the commercial side, as we said before, and it’s more on the lower end of the SMB space.
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2023 Q2
2 Sep 22
$17 million of lower subscription revenue guidance
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2023 Q2
2 Sep 22
Are you seeing any churn at the SMB level, or is this more of a lack of expansion in spend at the SMB level?
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2023 Q2
2 Sep 22
we have not seen anything significant in the R&D space.
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2023 Q2
2 Sep 22
are you referring specifically some of your smaller biotech customers? The reason I ask is I assume most of those are more R&D customers, not necessarily commercial customers.
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2023 Q2
2 Sep 22
in June, we started to see some of the macro factors of plan and that continued in July at a similar pace.
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2023 Q2
2 Sep 22
some of the best progress we have had in the last year is actually in our regulatory in the upper end of the enterprise in the regulatory area.
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2023 Q2
2 Sep 22
we’ve factored all that in.
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2023 Q2
2 Sep 22
are they taking numbers down far enough?
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2023 Q2
2 Sep 22
I wouldn’t say there is anything significant change in large deals other than some general additional deal scrutiny.
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2023 Q2
2 Sep 22
about a third is related to FX, again, to the strengthening dollar. And then the balance is related to predominantly commercial again.
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2023 Q2
2 Sep 22
reduction in the second half has really been a factor of two things. One is FX, similar to revenue as well as the macro.
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2023 Q2
2 Sep 22
we are guiding closer to 17% for billings in Q3
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2023 Q2
2 Sep 22
I don’t recognize the 9%
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2023 Q2
2 Sep 22
the guide for billings, 9% growth, it looks like for Q3
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2023 Q2
2 Sep 22
goes across segments, enterprise, SMB, pre-commercial
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2023 Q2
2 Sep 22
a lot of what pharma does is these longer cycle, longer planning kinds of things, and we haven’t seen any indication that budgets will be impacted next year.
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2023 Q2
2 Sep 22
It’s mostly a lack of expansion.
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2023 Q2
2 Sep 22
pre-commercial is a small percentage of that
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Transcript
2023 Q2
2 Sep 22