joining us now in another exclusive, autodesk president and ceo andrew anagnost.morning. >> good morning, john, how are you doing? >> i'm doing pretty well markets taking this news of yours kind of rough, even though your quarter was strong. you said you're gaining share, and adjusting your outlook just based on macro conditions not in reaction to really weakening demand it sounded like, so explain again for those holding the stock or maybe not holding the stock who might have missed it, what really is going on here why did you lower the forecast >> yeah, so this is where ceo means chief emotions officer to put this in context, let's be clear. you know, at the midpoint of our revised guidance, the company's revenue is still growing 27% we're still seeing 40% growth in billings and 12% at the margin at the midpoint. what people are thinking is wow is that really what's going to happen or is autodesk exposed to something bigger that is not going on we saw some softening in a couple of markets in europe, particularly around the u.k. and germany. what's really driving