Gary Mobley

But what about the demand pipeline for the out years, fiscal year '29 through '31?

One thing that stands out is what appears to be a, about a 55% increase in your bookings in the first half of the year

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

Maybe if you can give us a sense of what drove that. Was that just share gains

would you say the shape of the year is a little more linear less dependent on the second half?

can you confirm whether bookings continue to improve sequentially and what are the seasonal considerations

What was the trend sequentially for the September quarter?

Typically, Q4 might be down, what, mid-single-digit percent sequentially? How do you see it shaping up this year?

can you remind us what sort of annual revenue you could support with your internal and external capacity?

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?

how big in revenue terms could that be, and if this fiscal year 2026 time frame?

Are there any greater than ten percent customers in fiscal year 2024? And if you can't name the customer

should we think about the endpoint or I guess, the milestone for 2027 is about $15.4 billion in revenue?

I was hoping that you can give us an update on the integration of Kinara, Aviva, TTTech, how that's progressing

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

what's the impact to gross margin and OpEx

How pervasive are those pressures? Or asked differently, how pervasive are your pricing adjustments

At what point do you need to take up your capital intensity above the 5% level

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?

I was hoping you can give us an update on the East Fishkill bring up sort of where you're at

How much of a headwind is it for fiscal year '25?

if you could just establish a little more context in terms of what market share position you're coming from

OpEx could trend down maybe another $5 million per quarter of that $292.5 million base that you're guiding to

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?

you expect to deliver somewhere between two and three annealing systems per year

What's the prospect for renewal funding -- renewal of the funding for that work and potentially some sort of reengagement

Was that a large deal because it is accelerated compute, runs an accelerated compute versus CPU-based compute?

have you seen sort of resurgence in that customer base from a renewal activity perspective

When would you expect the first phase of that $400 million in revenue synergies, you know, post acquisition

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

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

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

do you feel any differently today versus what you communicated last quarter with respect to your blended content