Ananda Baruah

Could you talk to, Jeff, how you guys are thinking about the server refresh durability? I believe after last call, you talked about part of the current catalyst

Is it reasonable to anticipate higher highs, increased highs in both systems revenue over time. And in backlog as well as we go through the cycle

any context on how much of what you're looking at in the in the backlog pipeline. Would go into GreenLake, versus the revenues in the traditional sales

what is the useful way to think about how you are feeling about fiscal 27 since it begins not so long from now

would just love to get any context that you guys can share on the CEO search, what types of folks you're looking for

is the 35% -- is it 35% of the 2/3 that's the PC BOM? Or is it 35% of the entire GP dollar basket

can you give us a sense of what you're thinking for commercial relative to consumer

is it also incremental to the revenue projections that you gave at OFC, so could you clarify that

Just wanted to sort of get his context about how noticeable it could be over time

Is there a sort of theoretical mix of transceivers of the modules relative to the components that you think about

can you give us some sense of time frame when you think that it hits run rate and or any context around what run rate

Would just love to get your thoughts, Alan, on how to think about tariff positioning, tariff risk

given this constrained position, is there any, I guess, pricing power that you guys have or that you're using

you expect next year public cloud, xSpot, to see accelerating revenue growth

how do you see the rise of AI agents impacting, first off, your AI business?

Is that consistent relatively speaking with what your customer base is looking for also?

anything notable or interesting on video that you saw over the last ninety days that you're seeing emerge?

are you seeing reasoning agents, you know, impact the RAG pipeline? Is it helping, is it seemingly with growing the TAM?

it sounds like you might be expanding your TAM when you talked about reference designs with the hyperscalers as well. So are you seeing TAM expansion here?

hyperscale data centers, GenAI adoption, and video just because I know it's very compute-intensive. How might that and it requires a lot of storage. How might that impact your software business there?

Does what is going on this quarter and next quarter, does that impact that target at all yet

the new high-end ASA products, how -- how important is that to the ASA product line

could you give us an update on the indictment? Any more insight to any company employee involvement? Do you think you'll have to restate earnings

Do you still think that things progress expansive from here, Charles, you made some comments around customer mix

is the company entering a period of not only gross margin expansion, but OpEx dollar leverage as well structurally

is that to say that December quarter is the low watermark gross margin quarter for the fiscal year

should we anticipate this kind of strength without giving me a guide, but could the strength continue through the balance of the calendar year

are you being conservative? Is there conservatism baked in to the implied March and June quarters

any context you can give us guys around the comment of large-scale data center customers expanding to 6 to 8 in fiscal '26

should we assume that that means September quarter looks up sequentially from the June quarter

what's a good way to think about June Q gross margins in the context of your guide

the at least $40 billion for fiscal 2026 would tend to suggest maybe at least $12 billion on average the March and June quarters

Dave, should we still expect it to improve as we go through the fiscal year as you were previously anticipating

how would you like the investment community to think about the access to capital situation as we go forward

Is Mozaic 4, is that sort of the model that gets you to go down to 20 terabyte HAMR

what kind of activity are you seeing at sort of the so-called warm tier of storage

do you think that we'll see folks look to mix up faster than historical?

did you actually make mention that you're seeing multiple types of AI video drivers?

is there a decent way to think about sort of typical storage consumption into a Gen AI data center relative to like a classic cloud data center

at what point are the HAMR margins accretive? And then, Dave, I guess for you in that question, I was going to ask, like how to think about the pacing of volume

how far up the areal density stack do you think you can get CMR and UltraSMR before you really get HAMR going

do you think that cost down, I think it's classically been about 10% year-over-year. Do you think that can increase in coming years, cost out increasing per exabyte ship

Are those the neo cloud? Is that what you're talking about? And then how many of those -- like -- and if yes, like what's a useful way to think about

could you remind us of the aerial density road map from here until HAMR? And where do you think HAMR -- where do you think you come out aerial density-wise

does that actually mean that the normal the structural margin is actually set up higher than what you guys reported

Does that create new any new architectural realities inside the data center with what can be mixed and matched

would love to get your or any of your view on sort of Flash, the role of Flash in hyperscale storage