 Okay, let's get into the survey data from ETR and to do so, we're going to take some time series views on some of the select cloud platforms that are showing spending momentum in the ETR data set. You know, ETR uses a metric, we talked about this a lot called net score to measure that spending velocity of products and services. Net score basically asks customers, are you spending more, less or the same on a platform and a vendor, and then it subtracts the lesses from the mores and that yields a net score. This chart shows net score for five cloud platforms going back to January, 2020. Note in the table that the table we've inserted inside that chart shows the net score and shared end. The latter metric indicates the number of mentions in the data set and all the platforms we've listed here show strong presence in the survey. That red dotted line at 40% that indicates spending is at an elevated level. And you can see Azure and AWS and VMware cloud on AWS as well as GCP are all nicely elevated and bounding off their October figures indicating continued cloud momentum overall. But the big surprise in these figures is the steady climb and the steep bounce up from Oracle which came in just under the 40% mark. Now, one quarter is not necessarily a trend but going back to January, 2020, the Oracle peaks keep getting higher and higher. So we definitely want to keep watching this. All right, let's take a look at all these different players in context. These are all the clouds that we just talked about in a two-dimensional view. The vertical axis is net score or spending momentum and the horizontal axis is a market share or presence or pervasiveness in the data set. A couple of call outs that we'd like to make here. First, the data confirms what we've been saying, what everybody's been saying, AWS and Microsoft stand alone with a huge presence. Many tens of billions of dollars in revenue yet they are both well above the 40% line and show spending momentum and they're well ahead of GCP on both dimensions. Second, VMware, while much smaller, is showing legitimate momentum which correlates to its public statements. Alibaba, Alibaba in this survey really doesn't have enough sample to make hardcore conclusions. You can see HPE and Dell and IBM, similarly, they got a little bit more presence in the data set, but they clearly have some work to do. What you're seeing there is they're transitioning their legacy install bases. Oracle's the big surprise. Look what Oracle was in the January survey and how they've shot up recently. Now, we'll see if this holds up. Let's posit some possibilities as to why. It really starts with the fact that Oracle is the king of mission critical apps. Now, if you haven't seen the CEO on Twitter, you have to check it out, it's hilarious. We're not going to run the video here, but the link will be in our post, but I'll give you the short version. Some really creative person, they overlaid a data migration narrative on top of this one-tooth guy who speaks in Spanish gibberish. But the setup is, he's a PM, he's a project manager at a bank. And AWS came into the bank, this is of course all hypothetical, and said, we can move all your apps to the cloud in 12 months. And the guy says, but wait, we're running mission critical apps on Exadata. And AWS says there's nothing special about Exadata, and he starts howling and slapping his knee and laughing and giggling and talking about the 23-year-old senior engineer who says we're going to do this with microservices, and he can tell he was 23 because he was wearing expensive sneakers and what a nightmare they encountered migrating their environment. Very, very, very funny video. And anyone who's ever gone through a major migration of mission critical systems, this is going to hit home. It's funny, not funny. The point is it's really painful to move off of Oracle. And Oracle, for all its haters and its faults is really the best environment for mission critical systems and customers know it. So what's happening is Oracle's building out the best cloud for Oracle database. And it has a lot of really profitable customers running on-prem that the company is migrating to Oracle Cloud Infrastructure, OCI. It's the safer bet than ripping it and putting it into somebody else's cloud that doesn't have all the specialized hardware and Oracle knowledge. Because you can get the same integrated Exadata hardware and software to run your database in the Oracle Cloud, it's frankly an easier and much more logical migration path for a lot of customers. And that's possibly what's happening here, not to mention, Oracle jacks up the license price, nearly doubles the license price if you run on other clouds. So not only is Oracle investing to optimize its cloud infrastructure, it spends money on R&D, we've always talked about that. Really focused on mission critical applications, but it's making it more cost effective by penalizing customers that run Oracle elsewhere. So this possibly explains why when the Gartner Magic Quadrant for cloud databases comes out, it's got Oracle so well positioned. You can see it there for yourself. Oracle's position is right there with AWS and Microsoft and ahead of Google. On the right hand side is Gartner's critical capabilities ratings for DBMS and Oracle leads in virtually all of the categories, Gartner Track. This is for operational DBMS. So it's kind of a narrow view. It's like the red stack sweet spot. Now this graph, it shows traditional transactions, but Gartner has Oracle ahead of all vendors in stream processing, operational intelligence, real time augmented transactions. Now, you know, Gartner, they're like old main framers and I say that lovingly. So maybe they're a bit biased and they might be missing some of the emerging opportunities that for example, like Snowflake is pioneering, but it's hard to deny that Oracle for its business is making the right moves in cloud by optimizing for the red stack. There's little question in our view when it comes to mission critical, we think Gartner's analysis is correct.