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Are there 1 or 2 of these that you would call out as maybe the most exciting to you in terms of like just what they can do for company growth
I was just hoping you could unpack a little bit in terms of what went better than you thought and why you were able to call the operating margins as exceeding expectations
maybe just touch on how you're thinking about the longer term opportunity in that region. And then just, you know, coming back specifically to what's expected in the FY '26 guide.
was hoping you could just update whether that had any impact on 4Q either negative or if there was some positive reversion.
You mentioned that you won some new private label agreements. And was just curious if you could maybe expand a little bit on some of those wins
it sounded like the early results were mixed. So just curious where maybe you saw some initial success or lack of success
Just wanted to ask if you could expand a little bit on what you're seeing around broader demand for Toric and multifocals. It seems like we got into, like, a pretty steady cadence of double digit g...
first time that there has been a new entrance into this market in a really long time. So just curious if you could touch on maybe any changes in strategy you would be considering
how sizable the Energys product lines have become just thinking about the CVI business as a whole
I think you mentioned 40% growth expectation for FY'25. And I was just curious how you're thinking about the contribution from the U.S. versus some of the international markets
the 1 area to maybe nitpick was just the mid-single-digit growth trend in SaaS which is a little bit below your typical levels
61% to 63% represents 200 bps year-over-year at the midpoint and 300 bps at the high end
was hoping if you could maybe expand on what some of the key initiatives in those buckets have been like, where you're seeing the most impact
Are you still expecting a sequential increase given relatively flat performance in 2Q versus 1Q?
if you could maybe touch on a few potential strategies that the company could be looking at
Could you flesh out where you expect to see the benefit relative to the different segments in Q2 from a modeling perspective
is there any reason to think that the ex-ERP benefit run rate would not be somewhere within the 2% to 3% current guidance range
I was hoping you could just touch on your decision to implement a Chief Commercial Officer position
I was curious if you could just directionally provide any commentary on how you're thinking about that across the different segments
if you're willing to touch on any new products or general areas that we should be looking out for in that segment or in the rest of the business in 2H
I was just curious if you could maybe touch on how you're viewing the underlying patient trends in the Dental Solutions business
I just wanted to maybe ask more broadly how you're thinking about overall phasing for organic growth, whether you're calling for like a softer 1Q overall?
I was just curious if you could walk through like some of the moving pieces. I think there are some questions around the impact of inflation and energy prices
Just was hoping maybe at a high level, company-wide, you could just touch on how you're thinking about fourth-quarter constant currency growth
I was just interested to hear maybe a little bit more about what you're seeing around capital equipment backlog activity in both segments
I was curious if you guys could comment a little bit on what drove the second consecutive quarter of double-digit growth in services
Maybe if you could just touch on any other items that you might have been referring to
if you could just give a little bit more detail on specifically what drove the increased expectation
do you have enough capacity to theoretically return to double-digit growth in AST service
how like some of the recent macro developments have impacted like either ordering patterns or like hospitals' willingness
could you help frame how you're viewing the potential risk in the scenario that tariffs are, in fact, reintroduced
Is the change in language really just tied to the pace of call it, sequential improvement at AST and the favorable revenue mix
I was really just hoping if you could parse that out a little bit, maybe between progress year-to-date versus where you thought you'd be