and let's get a closer look at the quarter with their ceo jeff lawson really appreciate you coming on. obviously a tough day. can you talk about the origins of this guidance, where it is rooted and whether you yourself were surprised >> thank you for having me on. we're coming off a strong q3, nearly a billion in revenue, growing year over year, so we thought it was a strong quarter especially signing some big new deals with major fortune 100 insurance company. and launching our newest software offering twilio engaged with discovery education, and so coming off great news from q3. we did give a bit of a difficult guide. and when we look at it twilio has a user based revenue model and so when more use the applications, we'll tend to make more revenue and if they use them less, we'll make less revenue. that is not a dynamic of did we sign new customers or loose customers, just what is the economic activity going on with all the b to c companies.e customers, just what is the economic activity going on with all the b to c companies what we've seen is moderation in a few categories crypto

after a tough week as the jobs number comes in a bit hot, what it means for the mega caps coming up jeff lawson ceos of microchip technology and they are telling a different story. >> yeah, tech stocks in the green after a better than expected jobs number this morning as the strong labor day take continues giving no signs of a