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what are those insurance partners saying about the outlook for claims in 2026, 2027?
international service revenue line up, I think, 18%. Maybe could you get some light on what exactly is driving that?
how would you frame your need to invest in additional land capacity?
could you maybe share with us where you see any disruption risk to what Copart does and where you feel well defended by your moat
what happens to those cars that are involved in a severe accident, are not covered by insurance
are you confident that this broader trend in accident claims, which are down, is more of a cyclical phenomenon tied to this increase in uninsured motorists?
I think you're about a year into that partnership, and I'm curious what you've learned so far and how you expect to invest
Are you thinking about the very broad implications of trade policy as it relates to your business?
is 8% GTV growth consistent with, I guess, increasing your sales force by that much?
How often does equipment leave the local market and find its way around the world?
maybe you could just help us understand your geographic expansion plans and whether it's important that you expand in geographically adjacent markets
a point of clarification, does guidance for HDMC include the $20 million IEEPA refund?
Do you need more retail and more wholesale stock units in order to triple that income, or are there other adjustments?
Maybe help us unpack what's going on with the math behind HDFS and what the long-term profitability
what were your thoughts around the demographic headwinds that Harley faces and ways that you can overcome
What are the components you are using to calculate that 1.75x book value marker?
what has changed from, I guess, a prior conclusion from management that HDFS was strategic?
Regarding HDFS, what might the economics of a long-term strategic partnership look like for Harley-Davidson?