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just my follow-up question was, where does the stand on the 800-volt DC transition
directionally how much is hyperscale as a percent of your orders versus colo and enterprise
How much capacity do they need to add? One of their key competitors announced they're doubling capacity
Can you talk about the number of projects you see today and your win rate?
how far do you think that backlog, how much does it come down and normalize based upon this new capacity?
Can you remind us kind of like in size order of which products capacity is coming on?
can we dive a little deeper into the implications on data center backlog going from 7 years to 9 years
where and else are there barriers to entry because this market is attracting lots of new competitors?
those are not take-or-pay, just how are those set up? And whether there's been anything - how you're watching those play-out
can you talk about tariffs, potential impact, vulnerabilities, preparation you've gone through already?
there was a reference about pockets of weakness in Europe and China. Maybe just give us a sense of, from the geographies
the portfolio cleanups for PSS and warehouse. What can you tell us about the sales process?
Can you comment on the growth opportunity in the sensor business?
any update on the process of looking at strategic alternatives for productivity solutions and services and warehouse automation
Anything in the second half on price cost that you'd particularly want to highlight here
you boosted the EPS guide, but cap free cash flow guidance, the same
is there anything specific that you have baked in or specifically not baking in for the 2025 guide
the credit ratings and leverage targets for automation you're saying look for strong investment-grade rate
can you talk about the timing, is this -- is it front-loaded? You want to try to get it done in the next
in your answer, you just put the spotlight on China and there might have been an expectation
you could take us through the changes in your tariff assumptions the benefit of the pause that was implemented
I wanted to circle back on the strategies for reinvigorating new product introductions
the plan for reducing inventory days. I mean, I know there's an immediate benefit for free cash flow