Ben Bollin

I'm interested in your thoughts and how you would have us think about the average useful life of these devices in the wild

where you think enterprise is in terms of their ability to consume inference and create agents

what you're seeing from these cloud customers around engineering and delivery lead times, how that has evolved

Could you share a little more detail what does that look like? Does this relate to the absolute size of their deployments

I'm interested in your thoughts on your enterprise strategy within G2000 and how that may be evolving as it looks like refresh opportunities are intensifying

Could you talk a little bit about what that's solving for top line, OpEx efficiency? Just what you're seeing from that

how do you think about this relative to the late 90s with respect to the Internet build-out

how are you thinking about the overall balance sheet and working capital strategy with that backdrop

Could you discuss what you're seeing with respect to demand around new deliveries versus the retrofit opportunities

Have you seen any change in behavior of your retail partners as they've recognized that hardware costs are going up broadly in other consumer electronics

Is this for 2027 model years, so it commences in late '26. Is this commencing in later '27 for 2028 model year

advanced process nodes where any availability issues, you feel good on your ability to source memory, components

what you're seeing with respect to Auto on the accrued incremental warranty costs that you're seeing

Could you talk a little bit about how you're thinking about subscription momentum, the materiality, the progress

Receivables and inventory up. Decent amount year over year in sequential. Talked a little bit about the trend there

Any thoughts on the dynamics you're seeing across geos that are contributing to the relative performance levels

when you look at the guidance within Fitness, 1Q run rate, a bit below how you're guiding the year

the way we should think about the margin of this business, supposed gross and EBIT margin, and how it scales over time

the performance in EMEA has been really remarkable. Last couple of years. I'm curious

what you see happening with the timing of Congress passing funding for DHS. Any influence on the backlog rev rec during the quarter

when we think about near-term opportunity associated with World Cup, how should we think about that capture opportunity or incrementality

I am curious, is that contributing at all to what you are seeing in backlog behavior today as making price changes

Could you talk about how that is contributing to visibility

could you talk a little bit about the sales motion with Silvus. How does that look versus other technologies in the portfolio

Could you maybe compare and contrast it to your existing sales motion

How do you think budgets are coming together into fiscal '26 just any high-level thoughts on what you're hearing

If you see any similarities between the current environment and kind of where we are in that cycle versus what we saw then

what you're seeing into the current and a state budget cycle with respect to federal grant awards