Asiya Merchant

If you could talk a little bit about prices -- pricing ability to pass through those costs. And if you saw, there was more ability to raise prices here relative to historical

Just if you could just talk about CapEx and how we should thinking about investments into 2026

where is that extra value that is being created that can sustain the incremental margins that you're talking about

if you could talk about the improvement that you're seeing there

if you can just kind of elaborate on that a little bit, where the strength is coming from is it specific regions, customers

if you could just double click on where you're seeing the end market improving the linearity of that improvement, that would be great

healthcare has been up strong. I think you referred to that being strong again

If we could just talk a little bit about the attach rates that you are seeing for the AI server

if you could provide any incremental color on the attach rate that you are seeing as you are shipping out these AI servers

if we can get that inflection towards more Dell IP storage, which is obviously positive for your margins, quicker relative to some of the unwinding of the HCI storage

just help us understand what gives you the confidence in that as we kind of look to the back half

if some of the guidance that you're providing you know, reflects maybe a heightened competitive intensity, or is this more just macro

to the extent that you see enterprises and sovereigns in that makes -- how has that changed, say, relative to a quarter ago

what's the customer concentration in this backlog and, you know, the orders that you're seeing right now

Are you able to, kind of within these contracts, raise prices over the long term

When should we expect the drag on these expenses to be completed

Can you just remind us like within the SpringBoard how we should think about margins for the solar business

can you just remind us if scale-up is included in that outlook through, let's say, 2028? Or are we looking at that opportunity further beyond?

how should we think about incremental operating margins going beyond this fourth quarter here?

how you guys are thinking about the upcoming emissions, whether it's a 2026 driver

when are we looking at that powerful margin performance that you're talking about actually being reflected?

have you been experiencing any supply constraints there? And how should we think about pricing power here in the Optical segment?

is this an environment that's very supply constrained at this point?

How we should think about free cash flow margins sort of as you guys progress towards your Springboard plan

Can you talk a little bit about how we should think about net income margins in that segment?

how should we think about the margins in this segment overall for Cloud & AI progressing

if I can just ask about the sale of the assets that you have and how that is reflected in your OI and E

The enterprise services on the AI side of things, it looks like you continue to book services there on your orders. If you can double click on that

Like where does HP feel very confident in those share gains, perhaps certain segments, certain regions

if you can help us understand, you know, the free cash flow margins ticking down a little bit in terms of your guide

what are some of the killer applications that you hear from your end customers, you know, on this mix shift towards AI PCs

How should we think about the expectations for these growth businesses to perform into next year? What are some of the drivers

how would we be thinking about strategic M&A at this point and leveraging growth and innovation

how do you look at the sovereign or the neocloud opportunity? And was there any traction there that you're seeing?

you can just kind of lay out how you're thinking about the mix here. And then what's embedded in terms of public cloud revenues?

how do you guys think about, you know, your hypervisor offering? I understand anything you can comment on that on as it relates to Nutanix

how far along are we in terms of converting the installed base and net new customers

Any updates you can give, how you're seeing various enterprises deploying, NetApp solutions as it relates to modernizing your data storage for AI

relative to this, 5% revenue growth for the full year, how much of that is, predicated on macro versus, now that you have a fuller portfolio

the guide that you're providing, are you constrained in any components here? And would there be a number if the supply issues were resolved

is that minimum $40 billion guide a constraining number -- given the supply constraints? In other words, if supply wasn't an issue, could that number be greater

I was looking for just customers that are constituting that $13 billion? If you can just share some insights

if you can help us understand what's the components that are contributing to such a strong order outlook that you have embedded into your guidance

how are you guys thinking about your visibility and how the order should flow through given AI in AI diffusion could impact

how you're thinking about, you know, the margins, especially as you expand on your DLC version two

Are you seeing anything—AI on edge devices—that underpins your optimism?

for Luis, CapEx used to be mid-teens as a percentage of revenues. How should we think about that going forward?

how you're thinking about and what signals your customers, your OEM customers are providing to you regarding those markets

just the confidence as we look into calendar '26 on the growth there

Can I just clarify on the guide at the midpoint, I think it's 2.6%, and I think that's up like low double digits

If you could just talk a little bit about cost reductions, pretty impressive year. You guys are on the second-generation Mozaic now

if you could talk about upside to achieving those targets for the HAMR rollout

What gives you confidence that this one continues to grow maybe in terms of applications that you're seeing

If you can delve a little bit on the AI inference edge demand, both on the cloud side, maybe also on the edge side, what are you seeing

if you can double click on where we are with HAMR, you know, where you are with your qualifications with your other customers

if you can shed some light on what do you think about the appropriate margin for Seagate as you go forward given you're executing well above your target range

Maybe you could help us understand if hyperscalers, were they providing much better visibility as a result of the hyperscalers as well as your chip companies that you deal with, if they were just p...

Just wanted to just double-click on the EPS guide, slightly down versus sales, which were flat. So are these some below the operating income items that we should consider here?

is book-to-bill below 1 here? I think I calculated it to be 0.96. Is that a metric that investors should focus on? And how we should think about that relative to your guide?

Just some early thoughts, if you may, on the passage of this one big beautiful bill and perhaps offsetting some macro pressures

Just how we should think about the trajectory of that segment, subsegment as it is higher margins

how do you guys think about this AI opportunity? I think you've outlined it as $1 billion, perhaps, in a few years

how should we think about that cost decline, especially given you have some calls that are ramping up faster than expected

just if you could help me unpack what drove the upside? Was it some pricing that came through

Just curious if you have anything to suggest there any updates there? And how do we make sure -- how do we -- how are you making sure that some of this demand is not just related to tariff pull for...

anything on why you don't think this could be double ordering? Anything, as it relates to the pricing negotiations

it was better-than-expected in the current quarter that you reported. Why can't gross margins do similar incremental step-up

any visibility into the inventory levels here and then just at the hyperscalers how you guys are thinking about it