Management attributes strong Q1 performance to the platform's role as a 'system of record' for CIOs, acting as an operating system that manages the exponential complexity of custom code and AI agents. The company is pivoting from a 'land and expand' model to a 'control and compound' strategy, positioning its platform as the governance layer for heterogeneous AI environments including LLMs and hyperscalers. Strategic M&A of Armis and Veza is designed to create a unified security stack that provides rea ...