“Partners there can help our clients by saying, ‘Look, people, you need an ROI. Let’s focus in on one, two, three things where we can scale the answer so that it makes a real difference across the enterprise,’”

“we did not adapt and move quickly enough[,]”

“numerous large deals failed to close”

“value will increasingly shift toward the orchestration and data layers”

“majority of what didn't happen in the second quarter was large capex deals at large clients”

“did not anticipate the magnitude of the capex reprioritization”

“tens of large transactions”

“did not adapt and move quickly enough”

“servers, storage, and memory purchases”