Loading…
Loading…
was the strong bookings in the first quarter a reflection of some add-on sales
I believe there's been an effort to move your SD&A customers into 1-year license terms. And if I'm not mistaken, that's been an impediment to growth
given that $600 million revenue or $600 million delta in your backlog, how much of that was a function of the inclusion of China backlog versus the prior quarter?
I want to confirm that the June quarter ending backlog excludes China
is more and more tools that you sell like simulation, synthesis, place and route, et cetera, run on generation-based compute and running GPU-based servers
your OpEx guide or your operating margin guide seems to imply the opposite directional change for non-GAAP OpEx
how much content you have in these 800-gig optical modules and I assume maybe of rack switches
Is it still lean relative to where you would normally place your distribution inventory and then as well, maybe if you can talk about the sort of inflationary relating pricing trends
would you say the shape of the year is a little more linear less dependent on the second half?
Maybe if you can give us a sense of what drove that. Was that just share gains
What was the trend sequentially for the September quarter?
can you confirm whether bookings continue to improve sequentially and what are the seasonal considerations
can you remind us what sort of annual revenue you could support with your internal and external capacity?
Typically, Q4 might be down, what, mid-single-digit percent sequentially? How do you see it shaping up this year?
have you seen any sort of uptick in customer order lead times? And related, has that improved your visibility
can you give us a sense of how big your business now is in China relative to local indigenous consumption?
Are there any greater than ten percent customers in fiscal year 2024? And if you can't name the customer
how big in revenue terms could that be, and if this fiscal year 2026 time frame?
I was hoping that you can give us an update on the integration of Kinara, Aviva, TTTech, how that's progressing
should we think about the endpoint or I guess, the milestone for 2027 is about $15.4 billion in revenue?
what's the impact to gross margin and OpEx
for the fiscal year '26 commentary about being on target, is that with respect to 6% to 10% growth or that 2027 destination for revenue
At what point do you need to take up your capital intensity above the 5% level
How pervasive are those pressures? Or asked differently, how pervasive are your pricing adjustments
maybe if you can share with us a few more specifics on the forward-looking revenue KPIs
Do you feel like you've built out, you know, rebuilt the product portfolio to the degree you hope
How do you think that impacts sort of a pricing reset as we transition to the next calendar year?
Is there any change from that outlook?
How much of a headwind is it for fiscal year '25?
I was hoping you can give us an update on the East Fishkill bring up sort of where you're at
OpEx could trend down maybe another $5 million per quarter of that $292.5 million base that you're guiding to
if you could just establish a little more context in terms of what market share position you're coming from
if you could talk about pricing trends for some of the core products. I presume you just went through annual price negotiations.
any update on your internal sourcing of raw and epi wafers, whether that be internal or external?
When would you expect the first phase of that $400 million in revenue synergies, you know, post acquisition
have you seen sort of resurgence in that customer base from a renewal activity perspective
the RPOs are down modestly on a sequential basis. And it's clear that the fourth quarter of last year was a strong bookings quarter
how do you see the product cycle of ZeBu and HAPS-200 playing out for the balance of the year in comparison to last year
what is the pricing benefit? And do you feel like you're pricing that product correctly
do you have any supply chain constraint considerations, whether it be from your chip partners or from your EMS partners
it looks like you're bringing a lot more down to the operating income line than you did last year for each incremental revenue dollar despite the slowdown
you still stand behind those revenue forecasts outlined in the S-4 filing? For 2026 and 2027
do you feel any differently today versus what you communicated last quarter with respect to your blended content