For the second quarter of 2025, we expect:

•Revenue to grow at a mid-twenties percentage rate on a year-over-year basis;

•Gross profit dollars to grow at a high-teens percentage rate on a year-over-year basis;

•Operating expense as a percentage of revenue to be 39% to 40%;

•Stock-based compensation to be $120 million; and

•Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.