Colin Langan

Any puts and takes in terms of FX now a little bit more of a tailwind? Is commodity now part of your -- a bigger part of your sales and is production now down?

There's pretty high conversion as well on margins. I think it's something like a 60% conversion on higher sales half over half. What's driving that?

what are you assuming in terms of EV volume? And then so what is actually keeping that growth positive if EV is sort of an underlying headwind within there?

When does that start to normalize? Because especially, you flagged some new wins with very short lead time.

any way to frame that in terms of -- I believe most of your contracts have pass-through provisions.

You said 99% is USMCA compliant, so that would imply almost no tariff cost if I'm right?

Any color on, you know, how your margins with China locals look today and whether you are able to kind of get the added sort of tooling cost

What is driving that headwind for FX on margin? And also, what is the net price in commodity?

Sounds like is that still the case that we should see about a 140,000-ish increase?

What's the additional billion sorta help to free cash flow to kinda keep the adjusted?

If I look at the midpoint of guidance, Q4 is like $550 million. I thought you just said that tariffs would be a refund of $1 billion

I think in the past, you've talked about around $600 million of sort of the regulatory costs just structurally going away as a tailwind

the guide implies an improvement first half into the second half. I think SAR would imply think flat tariffs is supposed to be about flat

the MSRP rebate that helps the parts, is that netted in the $2.5 billion or is that in the $1 billion offset

should we think of the $1.5 billion as all-cash? Are there any other factors we should be thinking about

why you assume last year the guidance of pricing down one to 1.5%. Why that optimism this year?

any way to frame the downside or the content loss if a customer switches from copper to a fiber optic solution?

Just DRAM prices have really skyrocketed, do you have any direct impact to that? And if not, do you also see any risk to auto production because of the potential supply issues there

do you think that could be an advantage over time? Or do are your competitors do they all have pretty similar footprints

What are the key safety metrics that you're tracking that gives you confidence that Robotaxi is safe enough to expand

Can you talk a little bit about the R&D spend and how you're thinking about the synergies of the different components