Emmanuel Rosner

Can you just remind us holistically, what are some of the drivers of revenue acceleration as we move past this year and towards the next couple of years of the plan?

What is sort of like your estimate of when you believe China would, sort of, like become more neutral and then eventually positive to your growth?

if you could just give us a sense of what that walk looks like, landing you around stable margins.

would you be able to provide a similar framework for Spinko?

can you lay out the growth narrative for this business? I think you have launches in the back half.

What is the potential for Aptiv to take further cost actions or the appetite for it beyond just ceramic performance and inefficiencies?

can you maybe just give a little bit of color on what you expect for this year? Why just stable if electrification, you know, accelerates

Is the improvement towards breakeven is that gonna be back end loaded towards 2029, or can we expect some steady improvement

how should we think about the CapEx needs for these investments over the next few years? Is this sort of like a new run rate

Is there a sense that those were supply constrained -- like you were constraining supply of those and that there's a large amount of like unmet demand in there?

if I basically take the current guidance adjusted for the Novelis fire, but also the $1 billion benefit from lower tariff outlook, it seems like it's essentially an unchanged guidance

Ford's appetite to potentially be more strategic about some of the spending on the EV side

what are the drivers by bucket of improvement versus your previous outlook? And if at all possible, I'm curious about the EBIT

Q1 was a stronger than expected performance to the tune of about $1 billion versus your previous expectations

what goes into this $2.5 million? Could you give us maybe buckets in terms of whether -- how much is from complete vehicle, from parts

I was hoping you could give us a little more color on some of these offset actions. Is it price, is it costs?

Can you give us a little bit more color around what the drivers are for that -- the buckets?

In terms of things that could move the needle for this year that you're monitoring

What are you assuming for commodities in the back half or for how long they stay high as a base case scenario

it was hoping to ask you about the warranty cost benefit of a billion dollars for this year

Can you talk a little bit about how you're thinking about the mixed benefits implied or assumed in this year's outlook?

Can you maybe help us better understand or dimension some of the recent actions you've taken in Q3 and Q4, writing down some of the EV assets and sort of like shifting your own capacity?

is there any opportunity or appetite to reduce overall CapEx for the company? Or is there a lot of need for this to be reallocated elsewhere?

Is there any also an opportunity or appetite at GM to try and reduce the overall capital intensity of the business

Can you get give us any sense of you know, how much you're hoping or planning to buy in the in in the second half?

can you confirm this $4 billion to $5 billion impact, this is essentially what you're getting from Robux [ph], call it nine months of the year

can you just give us a little bit more color on what is going into that 30% plus offset from self-help

it would leave again some considerable amount of capital to return to shareholders. I think you're probably through most of your existing authorizations for buybacks

would this basically be prioritizing volume over near-term profitability

How should we think about that in the context of your existing capacity of 3 million units

are you able to share any KPIs with us in terms of the robotaxi business

working to drive down the cost per mile on robotaxis, maybe towards $0.30 or $0.40 per mile

the public version of the FSD software still has a decent amount