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you've got over $2 billion of demand for the next 2 fiscal years. I was just hoping you could give us a bit more detail
Is that something we can expect to continue into fiscal '27 given everything that you guys have got in front of you, or will we actually start to see R&D growth slow relative to the revenue
Can you give us a sense as to sort of the magnitude between the 2 of those drivers?
Can you give us any sense as to the magnitude of that change?
the pricing still holding sort of roughly a double in terms of the rate relative to a more standard implementation of v9?
It looks like from the slide, it stepped up a bit to 30%. Is that correct?
the potential for you to move beyond a pure traditional IP model and get further into the silicon space
they're now turning around and saying, well, yeah, we'd like you to do that, but we're also going to flat tariffs on some of the tools that you need in order to make that happen. Does strike me as ...
Would you say that phase two is also represented in the backlog, and therefore, really incremental orders that come are only necessary for the phase three
the strategy of pre building, is that continuing, have you changed that at all given the shift in customer dynamics we've seen over the last six to nine months?
don't you need to see order commitments come in for EUV over the first half of this year in order to be able to meet those customer needs on time?