Andrew Spinola

is there any color you can give us around that, maybe take rates, how big the shift has been from five to ten years?

the US business decelerated again this quarter. Despite a really strong software and services growth reaccelerating 41%

Would you be able to willing to elaborate on the gaming contract that you guys announced? What are you doing there? Is it Fusus centric

can I model and think about your gross margins moving higher over time as revenue scales and you get typical scale benefits?

could you give an estimate of roughly what you think the impact of tariffs are in your guidance for Q4 for gross margin

are you really seeing sort of a diffuse kind of large growing orders across a number of customers

is your estimate of those synergies potentially larger

comment on the operating margin which was quite strong in EISG in the quarter and how you are thinking about the sustainability of that going forward

are you seeing any change in the way your customers are buying

the difference between the growth in your manufacturing versus R&D businesses in AI

how you think about the next couple of years, 3 years in the AI business

the midpoint of the range would be kind of down slightly from Q2

if any of the acceleration in top line in Q2 is a representation of some of those constraints coming off

what does the pricing look like in that market? Are you able to see any price ups, any improvements in pricing

how should we think about wireline? A lot of the hyperscaler build is going on pretty actively right now

anything that can drive that that business to an accelerated growth rate over the medium term

How is the industry accepting AI? Is it performing to expectations, both your product and across the industry

how should we think about Silvus in general? Obviously, it's in a pretty strong growth ramp. Is there any reason to think that there's either seasonality from quarter-to-quarter?

Wondering if you can just comment on the momentum in that SVX product line and specifically highlight why you're so bullish on the federal business

maybe drill down on the acceleration in the Command business that you saw in Q3 and then further in Q4

Can you talk about your outlook for margin for 2026? And maybe specifically about some of the puts and takes from tariffs and memory costs

with your client base knowing that, that upgrade was coming, did that create somewhat of a pause on the infrastructure side

I'm trying to understand, it seems like there's something fundamentally changing in the business

are you thinking about Silvus that way? Do you see this technology be becoming something much bigger to public safety