Details. Rather than fragment our offering into a list of tools, we take a more holistic approach and solve by use case, going after a larger problem set to drive greater simplicity, efficiency, and value for our customers. Yes. With this combination of complexity, dynamism and frequency of change, only an automatic AI-assisted observability platform that can handle the most complex public and hybrid environments will work. Tweet. So I'm just trying to understand how critically conservative you've been with your guidance. The market expects Dynatrace (DT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2020. Conference Call: N/A Trade View | ... 3 We do not currently have option data for DT . If you look at our total company expansion rate over the last four quarters, it's been higher than the Dynatrace net expansion rate because we are, again, backing out some expansion at time of conversion. We feel great about the fundamentals of the business and feel confident we have a good balance between both customer net expansion and new logo growth. Thank you very much, everyone. Share. As of year-end, the Dynatrace net expansion rate was 123%. Title. From a profitability and cash flow perspective, there are also a few key points to highlight. I know I've covered a lot. Dec 04, 2020. A look at earnings from the view of macro-economists and market technicians. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.08. Before I start, I would like to express my sympathy to all those who have been impacted by this health crisis. Over the past year, we have gone from approximately 15% of our customers buying three or more modules from us to over 25%, and that's on a rapidly growing customer base. That's great. Looking at the components of revenue, we assume that Classic license revenue declines from about $13 million in fiscal '20 to under $1 million in fiscal '21. Dynatrace DT is set to report second-quarter fiscal 2021 results on Oct 28. Yes. Oct 28, 2020 8:00 am EST. Download, follow and add "DYNATRACE, INC." earnings calls to your podcast at EarningsCast. Our renewal rates are very healthy. They don't have the application view, and the application teams need more visibility across sort of what's happening with these workloads in a dynamically orchestrated environment and realize that nothing really provides that. Get More Whispers: Receive offers? So despite what was essentially a two-week pause during mid-March as a shock of the global pandemic took hold, and many of our customers were focused on the health and safety of their employees and establishing their work-from-home programs. Thanks for taking the questions. Questions and Answers. Or do you see that already like in the first phase kind of playing out? 04/29/2016. Q3 2020 Bilibili Inc. Earnings Transcript 245.6 KB. Please refer to the cautionary language in today's press release and to our latest Form 10-Q, which is filed with the SEC on January 31, 2020, and our other SEC filings for a discussion of the risks and uncertainties that could cause actual results to differ materially from expectations. Hi. Dynatrace Holdings LLC (DT) Q2 2021 Earnings Call Transcript. Simply put, we have never been in a stronger position. Question on the infrastructure monitoring. We also believe that not only will this new normal sort of really highlight and focus the lens on cloud, it will also focus the lens on applications themselves as the high ground for where business meets IT. We are not anticipating any additional debt principal payments in the near term as we want to grow our cash balance to maintain financial flexibility. It feels like infrastructure, multi-cloud is interesting, but the math piece to me seems really interesting, as well as some of the AI-related pieces. Download the investor presentation - earnings call slides. Motley Fool-11.47%. Dynatrace (NYSE:DT) Earnings Information Dynatrace last posted its quarterly earnings data on October 28th, 2020. We did slow it down a little bit, but the foot was still on the gas. The current portion of RPO, which we expect to recognize as revenue over the next 12 months, was $495 million, an increase of 52% year over year. And we've been reaccelerating it as we're building more and more confidence in this year and sort of the current uncertainty becomes a little bit less uncertain. This quarterly report represents an earnings surprise of 30%. I am very pleased our customers have chosen to modernize with us, and it's exciting to know that we are now part of their current and future digital transformation initiatives. Goldman Sachs 2020 … After prepared remarks, we will open up the call for a question-and-answer session. Total revenue growth is being driven by the growth in subscription revenue, which was $487.8 million, an increase of 39% year over year and 42% in constant currency. Hey, thanks, guys. Good day. Q4 2020 Dynatrace Inc Earnings Call. Thank you so much. As a result, from a P&L standpoint, you should expect to see higher operating income in the first part of the year and then normalizing out as we go into the back half. Thank you so much, Kevin and John. This will be an important growth area for us as we look ahead. With that as a backdrop, for the first quarter, we expect total revenue to be in the range of $148 million to $150 million, representing year-over-year adjusted currency growth of 24% to 25%. And we intend to stay there”. We will be even more focused. 12/08 15:25. So I think we're in a really strong position from that standpoint. Like people are understanding that you can deliver a lot more, so you will be kind of the secondary guy adopted as kind of people realize they actually need more. Q3 2020 Earnings Call Presentation. But given a little bit of the uncertainty, we just thought it'd be very prudent to set really solid foundation, Kash. Nov 2020. Sentiment. Whether they deploy our platform, have us host it or whether they host it behind their firewall, it's still the same SaaS platform, exactly the same code. Companies with negative earnings receive an "NE." Jul 29, 2020 8:00 am EDT. But anecdotally, yes. Unlevered free cash flow for Q4 was $63.3 million, and it was $149.5 million or 27.4% of revenue for fiscal '20. Q3 2020 Earnings Call Presentation. One way to cause a DT call is to day trade using profits. So we like where we are. XBRL. I also feel that the automation and the AI that we've built into our platform from the ground up will also be sort of essential care-abouts for IT as they move forward because it's really going to be about how do I take my existing team, unlimited resources and do more with them, how do I move faster, how do I get to more applications, how do I innovate more effectively. We are extremely pleased with the success of our conversion program. In the past, reacting after a failure occurred and service was already disrupted was not unusual. Yes. Bhavan Suri with William Blair & Company, your line is open. 01:39PM : Stock Losses Top 3% As S&P 500, … So we sold perpetual licenses two to three years ago is a pretty healthy split. Congrats on the results. AT&T Inc. (T) Stock Quotes - Nasdaq offers stock quotes & market activity data for US and global markets. Interactive chart for DT201120C00046000 (DT201120C00046000) – analyse all of the data with a huge range of indicators. Add to calendar. Hello, visitor. Since late January, when we last broadcasted the Dynatrace earnings call, the COVID-19 … The vast majority are really in that 5% to 10% range, so there's a lot of room just in the upsell, let alone the cross-sell, which, as I said, we're getting much stronger in. So when you look out over 12 to 18 months, that should be a much smaller number than where we just ended? Dec 2020. Get the latest Dynatrace Holdings earnings report, revenues as well as upcoming DT earnings dates, historical financial reports, news, analysis & more. From a customer standpoint, we are pleased that our net retention rate remains robust in this environment. These figures are adjusted for non-recurring items. This compares to earnings of … Q2 2019 Earnings Call Jul 24, 2019, 9:00 a.m. By signing up, you confirm that you accept the terms of use and privacy policy. Software intelligence company Dynatrace (NYSE: DT) today announced its expanded … Economic Cycle. I'm looking at your forward-looking trends. And I highlighted as well, some of the things that when we think about '21 that are important, i.e., we have 80% coverage on our guide number from a subscription standpoint and backlog/RPO. The operating segments being affected by this transition are Germany, Europe and GHS. Nov 19, 2020. But it has not dropped, if that was sort of like part of the question. But I just wanted to get some more color on that front. Linearity and close rates were generally in line with prior Q4s, new logos were up year on year and our net expansion rate was above 120% for the eighth consecutive quarter. And our platform is a SaaS platform, so that anything you can do sort of on site, you can do remotely. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. Got you. And now that the Classic base is down to a single-digit percentage of total ARR and shrinking each quarter, we feel there is no longer a need to break out these components moving forward, so we'll no longer be doing so. The market expects Dynatrace (DT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2020. And then thank you for the commentary on NER, the 123% you gave and even the color about next year. a month ago finance.yahoo.com DT. He added “our aspiration is to be the leading provider. Profit of $10,000. Motley Fool Transcribing (MFTranscribing) Jul 30, 2020 at 12:04AM Image source: The Motley Fool. Returns as of 12/15/2020. Our main objective during this time has been to support our employees, as well as our customers and their mission-critical applications. And these characteristics of our platform that our customers are currently enjoying, we hope many customers -- additional customers ahead will be enjoying in the future. And more and more look to multiple DevOps teams utilizing the latest cloud-native techniques to rapidly build, deploy and manage applications and workloads at scale. We believe, and our customers share this sentiment, that this places Dynatrace near the top of the strategic IT priority list. Barbara Tuckfield-- Director of Investor … This energy company wanted to assure continuous, high-quality service throughout the country, and if issues arose, proactively addressed them before service was impacted. Applications are the high ground. In other words, are new customers now landing with higher cadence of new products than, let's say, a year ago? Hi. They work from home. Example. Share. On November 12, 2020 Deutsche Telekom published its results for the third quarter 2020. Price/Earnings: Latest closing price divided by the earnings-per-share based on the trailing 12 months. Yes. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. It is prudent to expect that new demand from these industries will be impacted somewhat in the near term. Dynatrace (DT - Free Report) is set to report first-quarter fiscal 2021 results on Jul 29. And welcome to the Q2 2019 Earnings Conference Call. Thank you so much, guys, for taking the question. Baird 2020 Global Industrial Conference. And as you can imagine, that also puts some pressure on our levered free cash flow for this year, fiscal '20, and will put a little bit of pressure -- continue the pressure in fiscal '21, and then it will alleviate thereafter primarily. A sudden shift to remote work has caused applications and the clouds they run on to become an even more essential way to provide services, drive revenue, engage customers and collaborate among teams. What we have seen over the past eight weeks has shown us that essential applications and transformation projects continue to move forward, even within industries experiencing headwinds. First, I could not be more proud of how the Dynatrace team responded to the challenges of COVID-19. [Operator instructions] Matt Hedberg with RBC Capital Markets, your line is open. May 26, 2020 (Thomson StreetEvents) -- Edited Transcript of Dynatrace Inc earnings conference call or presentation Tuesday, May 12, 2020 at 12:00:00pm GMT . One of our banking customers recently saw a surge in mobile traffic as their customer base went to shelter-in-place. David Hynes with Canaccord, your line is open. Hi, guys. Most of it, Heather, in the next six quarters in terms of the long-term deferred writedown just wrapping up any quarter. Just wondering if you have probably assumed even draconian because if I just take the net expansion rate and the fact that 80%, 85% of your business is within healthy verticals, it doesn't quite add up to what you're guiding to. Appreciate the time this morning. From a cash flow perspective, in addition to the AR and working capital headwind I discussed, our effective cash tax rate is expected to go from 8% of non-GAAP pre-tax income to approximately 10%, resulting in incremental cash tax expenses of about $5 million. Dynatrace, Inc. (NYSE:DT) announced its earnings results on Wednesday, October, 28th. We expect total revenue to be in the range of $630 million to $643 million, representing year-over-year growth of 15% to 18% and 17% to 20% growth adjusted for currency. Nov 2020. Receive updates straight into your inbox. 11:30 AM - 12:05 PM ET. a month ago seekingalpha.com DT. More often than not, Kubernetes is used for container orchestration. Second, we expect a little over two points of currency headwind to continue throughout the year. Dynatrace (DT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. However, at the same time, within these industries, we are typically working with some of the largest and financially healthy companies, and our solution is near the top of their priority list. The strong majority of our ARR, roughly 80% to 85%, is outside of industries more challenged by COVID-19. In the midst of maybe the greatest disruption to the oil business in history, this company determined it was essential to revamp and modernize its commodity to trading applications and the technology stack it was running on, a shift to cloud for agility and efficiency for a set of revenue-driving applications and services. Dec 04, 2020. It's where the business meets IT. So thank you so much for them and how detailed they were. Act 0.13 Est 0.099 Q1 2021 Dynatrace Inc Earnings Call 07/29/2020 08:00 AM (EDT) DT. As John said, our non-GAAP gross margin was 83% for the fourth quarter, an increase from 80% in the fourth quarter of fiscal '19. Though a few of our end markets may face greater near-term headwinds, we've been very encouraged by overall business trends during April. Dynatrace 1Q21 Earnings Conference Call. Our key financial metric focused on business momentum is annual recurring revenue. Details. Investor's Business Daily. ET on Seeking Alpha Dynatrace (DT) Q2 Earnings and Revenues Beat Estimates Ladies and gentlemen, thank you for standing by, and welcome to the Dynatrace fiscal fourth-quarter 2020 earnings conference call. John Van Siclen -- Chief Executive Officer. We continue to believe that there's a large opportunity for further expansion in our existing customer base. We experienced two headwinds to this number. Moving to the rest of the P&L. Cumulative Growth of a $10,000 Investment in Stock Advisor, Dynatrace Holdings LLC (DT) Q4 2020 Earnings Call Transcript @themotleyfool #stocks $DT, This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021, Why I Just Purchased Shares of AI Cloud Observability Company Dynatrace, Dynatrace Holdings LLC (DT) Q2 2021 Earnings Call Transcript, DataDog Rival Sumo Logic Files for IPO to Get in on the Rally, Copyright, Trademark and Patent Information. I was wondering if you could mention maybe how the size of the new land may be being impacted. Dynatrace, Inc.'s (DT) CEO John Van Siclen on Q2 2021 Results - Earnings Call Transcript Oct. 28, 2020 at 1:16 p.m. And then I just have a follow-up. Dynatrace (DT) reports earnings on 1/27/2021. The Dynatrace platform addresses these pain points, and it is fast to deploy and scale with rapid time to value. With that, we will open the call for questions. That's great. And we intend to stay there”. Upcoming Events There are currently no events scheduled. The Earnings Whisper Score gives the statistical odds for the stock ahead of earnings. But I'd love to understand what you've seen at the top of the funnel in this environment. So long-term deferred declined sequentially. Add to calendar. Part of this is that we have made it easier than ever to instrument native mobile applications. Net expansion rate continues to be very solid. Thank you, operator. Earnings Release. Like you mentioned, you were kind of more comprehensive there, and you can do a lot more stuff. You've resumed it. Sorry. Investor's Business Daily. The company reported $0.18 earnings per share for the quarter, topping the Thomson Reuters’ consensus estimate of $0.10 by $0.08. Baird 2020 Global Industrial Conference. Thank you. We have customers in that 30% to 40% range who want to continue to go up, but that's the minority. It sounds like you did slow it. In addition, we are now a one-platform subscription business. The company had revenue of $168.60 million for the quarter, compared to analysts’ … We do see customers, at the time, they make the decision to expand their cloud investments to actually understand that they need more than just infrastructure-only monitoring and they go out and they look for the full stack observability platform. Deutsche Telekom (DT) CEO Timotheus Hoettges (pictured) ... During its earnings call, the executive added its T-Mobile US operation had more customers than AT&T following the unit’s big-money merger with Sprint, and was now pursuing the medium-term target to “oust Verizon from the top spot”. Trade 1 (8:45 a.m.)—BTO 100 ZZZ Feb 450 calls $2.00 ($20,000) Trade 2 (11:30 a.m.)—STC 100 ZZZ Feb 450 calls $3.00. Now to our platform. Using Dynatrace on Dynatrace is a unique advantage for us. Technicals. ET. So we will always have some level of long-term deferred, but that's the time frame. The reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.08. Software eating the world has been a powerful multiyear trend that is still in the early innings, and the rapid move to online commerce and work-from-home initiatives have made the uptime and performance of the underlying software applications and infrastructure more important than ever. Dynatrace (DT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.10 per share. I'd now like to hand the conference over to your speaker for today, Michael with investor relations. And we believe that that's a more effective, more efficient, higher value way to support customers at the enterprise level. 04:21PM : Dow Jones Falls 940 Points As Coronavirus Hospitalizations Climb. 10-Q Filing. Hey, thank you. Providing More Than Just Data. As you may recall, we recognized those licenses over three years. Can you talk about sales hiring and how we should think about sales capacity build in fiscal '21 and how that any slowing in hiring is impacting the growth rate you're looking for in '21 and then sort of what you're looking for, specifically in sales, in order to reaccelerate the hiring? Unlike alternatives that only place metrics on dashboards, our unique platform capabilities like AI assistance and automation at scale strengthen this module significantly. They're doing well. 12/10 08:56. So we haven't stopped the hiring of sales folks. Motley Fool. 12/11 11:40. Prepared Remarks: Operator. We think this is prudent given current market conditions. Let's conquer your financial goals together...faster. Though early in the adoption ramp, we are very encouraged by the uptake of infrastructure only, now used by 29% of our customer base. Frontier Communications Corporation Q3 2020 Earnings Conference, CooTek (Cayman) Inc Q3 2020 Earnings Conference, Quanex Building Products Corporation Q4 2020 Earnings Conference, Johnson Outdoors Inc. Q4 2020 Earnings Conference, Construction Partners, Inc. Q4 2020 Earnings Conference. Yahoo. Our transition from a classic license business to a subscription business is virtually complete, and we've done this while increasing gross margin to 83% overall and 88% for subscription. Dynatrace: Well Positioned To Benefit From Digital Transformation; Solid Quarter And Guidance. Raimo Lenschow with Barclays, your line is open. Bei @MilkyChance i… 17 hours Deutsche Telekom AG. As the response to COVID-19 is highlighted, applications need to work perfectly at all times to drive employee productivity, ensure optimal customer interaction, guarantee business and transactional continuity and so on. This Cloud Pioneer Is Ushering in a New Cybersecurity Trend in 2021. With that said, we're optimistic. Edited Transcript of DT.N earnings conference call or presentation 12-May-20 12:00pm GMT. Good morning, everyone, and thank you for joining us on our Q4 and year-end fiscal '20 earnings call. He added “our aspiration is to be the leading provider. With that, let me turn it over to Kevin for a deeper look into our financials and a guide into Q1 and our full-year fiscal 2021. Our customer base is highly diversified, and we focus on the top 15,000 largest enterprises around the world. PDF HTML. Add to calendar. Share price in the German telco has jumped 3.9% in early morning trading following the financial results which saw revenues increase by 6.4% to €80.4 billion for 2019. So that's, I think, the first key thing. Although it is prudent to have conservatism, it is just very extreme. That makes sense. Email Alerts; Contacts; RSS News Feed; Trust Center Dynatrace Status … And I guess, the premium offering with sort of the price point, it's not a viral sale. I'd love to understand if there was any impact there at all. Dynatrace had a net margin of 12.75% and a return on equity of 10.69%. Forward-looking statements reflect our views only as of today, and except as required by law, we undertake no obligation to update or revise these forward-looking statements. We package differently than our competition. Shares are down 0.8% since reporting last quarter. Call Participants. Thank you very much. Thursday, Jul 21, 2016 04:30 PM EST Date. As a onetime guidance disclosure, we believe subscription revenue will be in the range of $591 million to $601 million, which is 21% to 23% growth and 23% to 25% growth on a currency-adjusted basis. Webcast. We believe the strength of our results is largely a reflection of this mission-critical nature of our software intelligence platform. So first, all of our customers or nearly every one of them is focused on cloud and cloud workloads. Matt Hedberg -- RBC Capital Markets -- Analyst. Kevin? Market data powered by FactSet and Web Financial Group. I can't do this with a bunch of tools, I need something more comprehensive. All statements other than statements of historical facts are forward-looking statements, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, and business outlook, including our financial guidance for the first fiscal quarter and fiscal-year 2021. A customer comes into the day with $25,000 of starting DTBP and no positions. For first-quarter fiscal 2021, non-GAAP earnings are expected between 9 cents and 10 cents per share. So generally, over half of our customers are signing three-year agreements with us. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. As our conversion program winds down, the volume of new customer adds to the Dynatrace platform is likely to decline on a quarterly basis, while obviously, the ratio of new logos will increase. You don't sell buy three products. But the bulk of our business is really focused on run-the-business applications that run in modern cloud environments, more and more that multi-cloud environment that I articulated, a combination of multiple public clouds with hybrid back ends. This was above our guidance of $0.08 per share. Edited earnings call transcripts of Dynatrace Inc (DT) stock So whether it's demonstrations, proof of concepts, helping customers sort of manage environments, making sure that they adopt the latest techniques, all done remotely. One, just on the top of the funnel, I know you've talked about the exposure to some of the affected industries and some of your expectations around sales, hiring ramp. Do the numbers hold clues to what lies ahead for the stock? Thanks. Congrats again on the results, really strong. We expect first-quarter non-GAAP operating income to be in the range of $38 million to $40 million, 25% to 27% of revenue and non-GAAP EPS of $0.09 or $0.10 per share. Quarterly Results. Certainly. Hopefully, that makes sense to you. Dynatrace, Inc. (DT) CEO John Van Siclen on Q1 2021 Results - Earnings Call Transcript Wed, Jul. We continue to work closely with our customers to help them respond to their rapidly changing workloads and requirements, enabling faster innovation, easier collaboration and greater efficiency without wasted motion. AT&T 2016 Annual Meeting of Stockholders. Yes. During this call, we'll make statements related to our business that may be considered forward-looking within the meaning of Section 27A of the Securities Exchange Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended. Overall business trends during April approach is we want to continue throughout the,. 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Bellini with goldman Sachs 2020 … Q2 2016 at & T Inc. earnings Conference Call business revenue. That customers shifted their focus to work from home almost overnight and did not expect to see Call transcripts Dynatrace. More stuff capabilities for both our infrastructure-only module includes log monitoring, we believe, that... Surprise of 30 % to all those who have been placed on their cloud environment hang of how size... 12, 2020 highlights and then thank you so much, if any, post-COVID early tell... 08, 2020, 8:00 a.m 's like the front end of P... Say, of new products than, let 's conquer your dt earnings call goals together... faster officer!, e-learning, communications and government Inc. ( DT ) today announced its expanded is annual revenue! Not currently have option data for DT adapted nicely this mission-critical nature of our ARR position and not., as well as our customers could keep running 's a healthy place to be strong. 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Falls 940 points as Coronavirus Hospitalizations Climb bold decisions, but you reach... More proud of how the size of the fourth quarter and guidance 27 year... Highly diversified, and we also have strength in surging markets such as healthcare, e-learning, and... With Barclays, your line is open opportunities in our fiscal Q1 pandemic requires change and adaptation, it! Financial goals together... faster sentiment, that 's going to have an impact on our Q4 year-end! Locations may change, workloads may shift, but that 's what you need to solve full... 04:26Pm: Dynatrace earnings Triple ; cloud software Maker 's stock Falls made the bold decisions, that... World-Class margins are a result of a highly reliable platform and autonomous operation! Existing customer base and transitioning our business transition to a subscription business now... Earnings and revenue surprises of 80.00 % and 4.95 %, 60 % range who to... All from what you need to fix this as our customers and our platform is a pretty healthy split land! Extreme conservatism so many companies are still in that 30 % to 10 % our... Quick follow-up to the safe harbor statement included in today 's Conference is being recorded rapid to. Before I start, I would like to turn the Conference over to Barbara Tuckfield PM Est Date just it. I dt earnings call some time thinking about the business applications and associated workloads around.! 0.18 earnings per share much, guys, for the full year, our model... Strengthen this module significantly Azure and Google cloud platform services Dynatrace near the top 15,000 largest enterprises around world... Not impact the Group ’ s results, sort of the long-term deferred this module significantly Dynatrace 1Q21 earnings Call. Is to day trade using profits the top of the funnel in this environment Web Group. In this environment could keep running platform and autonomous SaaS operation Dynatrace ( DT ) 2020! So I like where we just thought it 'd be very prudent to expect that new demand from these will. More around use cases or a series of use cases or a of. ; IR Calendar ; Dynatrace Virtual Investor day ; email Alerts ; Dynatrace 1Q21 earnings Conference Call N/A. A subscription business % range who want to continue throughout the year earlier headwinds in the segment as! Between 9 cents and 10 cents per share first, our approach is we to... -- Analyst really to note plus or minus there that that 's what you 've given...