Says maintaining estimated impact of approximately $30M to both net new annual recurring revenue, or ARR, and subscription revenue in Q4 from customer commitment packages. Says aforementioned headwinds are additive to expected quantified impact. Says the vast majority of analysts are modeling Q3 to Q4 net new ARR seasonality well above historical levels. Says requests that analysts keep historical sequential seasonality in mind when updating models. Says the modeling of recurring revenue and subscription revenue should be decoupled in the short term given the customer commitment packages. Comments taken from Q3 earnings conference call.
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