Andy Spinola

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

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

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?

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

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

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

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

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

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

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

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

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

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?

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