A slight improvement in second-half spending intentions for Snowflake, along with strong overall Net Score among large customer cuts, after last quarter’s beat-and-raise result
Palo Alto Networks has seen a 12-percentage point increase among Global 2000 customers compared to our last second-half survey, pointing to traction with its aggressive platformization strategic approach
Net Score for Workday remained stable and strong overall compared with our last 2H survey, though Adoption indications ticked down incrementally compared to historical levels
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