Brandon Vazquez

what are the potential risks, what is the prudence that's being baked into the guidance just so we understand if we do have a prolonged situation in Middle East, what's the wiggle room within guidance

can you just talk to us a little bit, like, how early you are in this adoption curve in the DSOs

What are you guys kind of assuming both on the international side and the North or the Americas side for end markets?

what percent of your business is DSOs at this point, roughly speaking? Can maybe spend a minute or two on why they specifically are doing better and if that should be durable as we head into next y...

maybe just spend a minute on teens, what was driving kind of the growth there? And do you think we're moving past this kind of shift back to wires and brackets again and we're a little bit back on ...

I was hoping you guys can just spend a little time talking -- we saw consumer sentiment come down, but it seems like the business is doing well

Is that simply a result of just being earlier in the adoption curve and so things are doing a little bit better there? Or is macro and international just doing a little bit better

what's the adoption curve looking like relative to your expectations now that we're about a year in?

what is left in the pipe on the software side. Like, what else can you do here what else can you leverage the software side for

Where -- are we in the ballpark there on that pricing? And then how does that pricing trend over the coming years

How are those discussions going? Should we continue to think about this as a kind of an annual revenue per patient

how are things progressing so far in early 2026 in terms of volumes

Just curious if you could talk a little bit about the impetus of that decision

is there a organic growth number that was embedded into the full year guidance that you guys had last quarter versus this quarter

many of the other dental manufacturers were calling our DSOs for kind of a notable strength in the quarter

What percentage of customer needs do you guys think you can fulfill with your current portfolio?

can you clarify that there -- is there a change in the sales incentives or the structure of the sales incentive packaging?

Are they really helping you offset any of this weakness we're seeing in end markets? Are you any accounts with it or using things like Velo, are you seeing a better pull through of the portfolio

is that correct? Like, is utilization largely consistent through '26? And then two, are some of these opportunities to maybe push utilization even higher

what's your ability to maybe use that as a foot in the door and start taking share, even more share, within that market

just kind of curious how things have trended more so in April. I think a lot of us are trying to understand the consumer

what are the growth drivers you see? Any new product launches as we go into fiscal 2027? And, Brett, what levers are there on a go-forward basis in 2027

Talk to us a little bit about what are you seeing from that channel? How excited are you about it?

it feels like what you're describing is entering a new world in this market

Should first half be towards the low end of that, not below it?

what have you guys learned? What's going to change as you launch these new long-acting OA drugs because a successful launch of these into 2026 feels like it could be one of the key levers

is there anything more granular, Kristin, you can give us in terms of pipeline, life cycle innovation, anything like that, that we should expect probably, let's call it, over the next 12 to 18 months

Can you just talk a little bit about what you guys are seeing through April given kind of consumer sentiments rolling over a little bit