(https://www.cnbc.com/2026/08/26/salesforce-crm-q2-earnings-report-2027.html) and the real signal wasn't revenue—it was the Anthropic partnership generating tangible deal uplift. (https://www.cnbc.com/2026/08/26/okta-okta-earnings-q2-2027.html) on new product bookings hitting 30% of total, which means customers are paying *more* per seat for AI-native security.

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