Amit Daryanani

Could you double click on the levers driving this impressive iPhone growth despite supply constraints

What advice are you giving John to help him build on Apple Inc.'s strengths while shaping the next chapter

your comfort in securing the bit that you need for shipment and b, how do we think about memory inflation flowing through Apple's model over time

What's driving the strength over here? And just sort of the durability of the growth rate we saw in December would be helpful to understand

Could you just talk about what resulted in the weakness over there? And do you think it was a bit more of a pause given iPhone Air

Can you just walk through the expectations for the December quarter. I think it implies up 30 basis points or so sequentially

how do you eventually think about offsetting this headwind to your P&L? And when do you decide to execute on the levers to offset this headwind

did you see any impact that was notable from the Epic case and the steering dynamics that came after that

you sort of had a statement that there are certain unique factors that benefit you in the June quarter related to that number. Can you just talk about what are these unique factors

do you folks expect services growth to remain in the double-digit range as you go into the back half of the year

Can you just add a high level, just talk about the durability of growth that you see in emerging markets? And then do you think the summation of these emerging markets are starting to get big enough

Can you just talk about what really drove the upside for you folks in the quarter? Was it more pricing or traffic driven?

I'd love to hear how you would characterize your performance in the March

is that headwind going to happen irrespective of what happens with the recent executive order around their operations

how do you see a change in the optics architecture within AI clusters

Can you just talk about your ability to participate in some of these buildouts as they happen, be that on the DCI side or maybe even beyond that

what is driving that kind of deceleration? Because certainly, if you look at things like your purchase commitment

what are you seeing specifically that's enabling you to raise your guide from 17% to 25%

can you just talk about how are these customers in aggregate progressing for the back-half ramps

there's always this concern around the impact of white box vendors to your revenue growth

How do you think about funding the capacity for these ramps as you go forward? And to the extent you can talk about it, are Amphenol, CommScope being approached for these multiyear capacity agreements

there's this view, I think, out there that Amphenol is driven more by

How much of that do you think was driven by the traditional IT Datacom markets doing well versus AI?

can you spend some time talking about how do you think about the durability of growth on the AI infrastructure side

Can you just spend some time on what is enabling this size of organic beat? And given the discussion you said on tariffs

just the durability of growth you're seeing on the AI front will be helpful. I think $5 billion of orders is extremely impressive

Love to kind of understand where do you see customers allocating incremental dollars by category?

Can you just double-click on what is driving that strength? And do you think the trends that we see in SMB are a good leading indicator to what should happen to the overall business going forward?

Can you just talk about how much of the current shutdown is potentially impacting your guide, so what are you embedding in December quarter from public federal contribution?

can you just talk about why do you think you're seeing this deceleration in growth in the back half of the year

Free cash flow conversion in June was somewhat subdued, I think, at 61%. Can you just touch on kind of what's happening there

are you seeing any change in the orders or buying behavior in Q2 versus what you saw in March

can you just talk about how are you embedding buybacks in that model

what's kind of driving a bit more muted gross profit dollar growth, if you make

how are you thinking about different parts of the public vertical kind of stack having the growth profile?

what are the ups levers on gross margins that are helping you out, and are you seeing a shift in pricing at this point whatsoever?

how do you see the pluggables market, especially with 800-gig ramping up through fiscal 2026 and 2027?

it almost sounds like you're starting to codevelop and code design some of these solutions with your customers. Is is that fair?

is it fair to think that your cloud revenue should actually accelerate in fiscal twenty six versus '25?

you talked about you deploying your pluggable optics with one of these distributed GPU clusters. Can you just talk about what distance are these pluggables being used for

when I think about the 14% growth outlook for the year, can you just talk about what are you sort of assuming from a growth basis in cloud versus telco

you sort of mentioned there were some one time benefits in the Jan quarter you folks had. So could you just talk about very strong performance in gross margins

how you see the cloud market versus North America telco versus international kind of stacking up

is there any risk there's a little bit more of that to happen in Q1 as well? Are you doing that issue as well behind you at this point?

when customers choose Silicon One versus other offerings or merchant offerings that are out there

Can you just talk about the durability of this double-digit growth?

Can you just help us think about the mix between Silicon One versus Optics in the book

Mark, you just touched on the gross margin decline in April. I assume it's all memory related

what do you think normalized security growth could look like once this mix stabilizes

there way to think about how much of that do you think is optics versus systems

how do you really think that opportunity on the enterprise side shape up

how much revenue contribution are you embedding in fiscal 2026 from AI

how should we think about the growth rates as we move forward on AI orders or AI revenues

Are these mainly switching in optical wins? Are you seeing wins other products

Are we expecting it to start converting into revenue this fiscal year? Or is that more of a fiscal 2026

are you more excited about Hyperscale or Hypershield, which one is the bigger opportunity

networking revenues were down 23% this quarter. Just talk about how did that stack up against your expectations

can you just talk about -- how should we think about headcount growth? And can the utilization rates, actually, sustain

You just touch on how much of that H2 drop you are expecting right now versus historically

could you just contrast how you think the Rubin cycle plays out in '27 versus the Blackwell cycle?

Can you just touch on like what drove the strength in ISD margin in Q3 versus Q2?

Can you just touch on kind of what are you seeing and how should we think about the fiscal twenty-six AI server revenue target

In fiscal '25, it looks like your free cash flow is down a couple of billion dollars versus '24. Can you just talk about what's driving this contraction in free cash flow?

can you just kind of dig into what the puts and takes where they enable this ISG margin performance

how do you give customers the confidence that there's no zero-day threat that's kind of hiding in there over time?

can you just walk through the operating margin for the year?

can you just talk about why the embedded assumption that this growth would decelerate to, I think you're implying high single-digit growth in the back half

which of the three use cases you think is the largest opportunity from a dollar basis for the company?

How much of that do you think was driven by pull-ins ahead of the price increases that you're implementing?

Is that kind of deceleration just conservativeness? Because you don't know what the expansion metrics could look like

which customer base do you think this will resonate more with it? Is it sort of the hyperscalers that are deploying more of the NVIDIA AI solutions

Is it fair to think that software growth, just like we've talked about the top line will be a bit more muted, maybe low single in the front half

I'm hoping you can just talk a little bit more on what's driving this uptick. Is it AI? Is it campus? Is it something with Juniper's routing business

can you spend just some time talking more about how are you thinking about the memory headwinds in the fiscal guide versus what you were expecting back at SAM

if you think networking market grows five, 6% a year, how do you think HPE plus Juniper can do

what's needed at this point for server margins to go from 5% to 10% plus by year-end, would be helpful just to understand and get an update on what issues have been resolved

what's driving this gross margin degradation for you folks? But it clearly looks like you're able to offset all of this with some really good OpEx control

Can you just talk about like what are the levers that enable print margins to expand from here

Can you just walk us through how you sort of get that especially in the back half of the year

is there a way to think about how much of that $0.45 impact is from just the direct trade tariff-related issues

how much of that ramp up from, call it, the $0.70 run rate you have right now to a dollar, how much of that is revenue-driven versus driven by all the cost reduction initiatives

how would you characterize your mix between infrastructure versus applications, consumption versus subscription

what drove the strength of better performance in free cash flow in '25

is there anything that could preclude free cash flow from growing a few points higher than sales growth

what are you hearing from your customers at this point given what seems to be a very volatile macro tape

I'd love to understand how big is the federal business for you folks

if you could just provide some context around linearity and how that could play out, maybe you can talk about H1 versus H2 perspective

how are you guys thinking about using M&A the rest of the year to address any more competitive gaps? And then how are you trying to balance that versus continuing organic R&D investment?

what the tariff headwinds were in the quarter for you folks? And then b, just what's the durability of the levers

how do you think you're positioned to address sort of this growing focus in the unmanned systems market as you go forward

I was wondering is the way to think about if ASP was a bit of a tailwind versus unit growth.

Can you just touch on what drove that? And was it pricing, portfolio refresh? Or was it AI?

can you talk about, does this -- is this -- are you changing the way you look at inventory pre-buying longer term

can you just talk about the strength and really the durability of what you're seeing on the all-flash array side

is 70% incremental sort of the right framework to have as we go through the fiscal '27 model

is there any you would call out in March quarter that's unique that's helping drive that kind of margin expansion?

are you seeing customers looking to potentially fund or co-invest CapEx dollars for Seagate to get access to more units?

what pricing assumptions are you seeing embedded on an exabyte basis in these contracts?

Does that imply that you expect to see sequential revenue growth, gross margin expansion in the back half versus what you folks are guiding to June?

are you really adding net new capacity, trying to get back to some baseline level and what do you think sort of Seagate's total exabyte capacity could be

on energy, even ex Richard's organic growth is double digits, what are sort of the big segments you're involved in, and how durable do you think this growth can be longer term?

I'm hoping you folks can provide some color on what is driving the uptick in AI revenue expectations for the year. Is it just more that the existing programs are doing better? Or you see a better n...

do you see this growth coming more from end demand end units? Or is there a share gain narrative as well as some of these programs are starting to mature, perhaps the share is getting more in your ...

can you just talk on what's driving this diversification and growth that we're seeing in June?

can you just talk about if margin expansion and the EPS growth can sustain, especially if we end up in a more difficult, choppy end market environment

you folks talked about AI revenues exceeding the $600 million target for the year that you had actually given last quarter

I'm hoping you can just perhaps expand more on the AI opportunity that you see unfolding going forward

Can you just help us understand what are the levers that you're seeing? And maybe you can quantify some of these levers

what are the key operational steps, the key bottlenecks you think you have to solve for to convert this backlog into, you know, revenues and EPS over time

when you see Oracle reported $300 billion plus RPO number or OpenAI announced a 10 gigawatt deal with NVIDIA

I was hoping, Gio, you could spend a little bit of time on the strength that we're seeing in both your backlog and orders

what's driving the strength and really the durability of growth you seeing over here

if we stop to see inferencing getting pulled in a little bit more quicker, given what we're seeing with Deep Sea

pricing was up high single digits in March. It is a big step up from the flattish trends we have seen in the last few quarters

cost per exabyte was down again roughly 10% in the quarter. What is the right framework for us to think about cost-per-exabyte declines

Can you just talk about how long does it normally take for a product to go from qualification to deployment

Can you just talk about what sort of productivity savings you think Western Digital can realize as you deploy AI internally

As you start to see AI getting deployed, I'm wondering how do you think those numbers can move higher

how does the extra week flow through your P&L and on the revenue and OpEx side

Just any sense on when you expect these qualifications to happen? And as you work towards them, should we think of some sort of upside bias to your R&D

can you talk about, if you sort of have tariff escalators embedded in them to ensure you can pass through the cost of these to your customers