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I wondered if you could talk a little bit about Europe and the evolution of demand there.
Just what was it that surprised you? What was it that went wrong?
Are you happy that you can get what you need from the perspective of chips and supply chain? Do you have enough buffer?
I wondered if you could just help us a little bit with the margin dilution point. I guess I just want to wonder if you can give us a sense of how much the impact was the investment in the quarter
Is that still mostly brownfield now? Or are we actually starting to see some of the more greenfield projects
you could clarify your comments around April in terms of the Power turbines that you have already signed in April
I'm surprised there hasn't been a little bit more of an accretion on the original margin guidance. So I wondered if you just talk a little bit about costs to integrate an investment that you might ...
I wondered if you could just elaborate a little bit more on the 15% growth in software ARR.
1.2 times book to bill implies what about $2.4 billion in the first half. I am guessing that not all of it
could I follow-up with just a question on the 60 bps of headwinds from restructuring in HES year-over-year?
I'm just wondering about the benefits of margin accretion from the deal versus cost to integrate
I wondered if you could just expand a little bit on this tempering of micro pricing point.
I wonder if you could talk a little bit about the repair business. If you could just sort of size it for us in the broader context
I wondered if you could talk just a little bit about the impact from business reinvestments in the Americas.