SAS

“SAS businesses don't have high cost of goods sold. So, you know, they have between five and 15%.”

“Faster growth rates. 35% versus 25% in SAS.”

“Then there's the average number of reps attaining quota, which typically is about 50 to 60% in SAS.”

“SAS is the most powerful way to monetize open source”

“SAS is checkers, not chess. You shouldn't be thinking of yourself as, like, a grand master of SAS. You should be thinking of this as, like, a kind of simple game with kind of simple rules, and it's more a question of executing them well and understanding the g…”

“We missed the revenue targets that we projected in like Q four of last year, where we thought we would perform in 20, 23. I think that's probably more common than not for SAS businesses in the first half of this year.”

“Because we ended up with the lowest growth in the history of SAS this year in the public companies, the lowest growth ever, because we didn't spend on marketing.”

“I would say our SAs tend to be very technical. A lot of them can code, they can do POCs, they can do pilots. They're not just doing demos. And we expect our salespeople to understand the technology, not just be able to bring in the right resources.”