George Notter

can you talk a little bit about where you are in terms of designs with customers, progress

Does that come off in big chunks that we will see in different quarters in the future? Does it come off more gradually? Does it continue to build

I've historically kind of thought of that customer as being more focused on the bundle, which isn't necessarily your game

I'm trying to understand sort of the penetration rate you've got at this point on AI Eras

I guess I'm inferring that you have 500 AI Eras customers at this point, and that translates into $750 million in bookings. Is that the right math exercise?

The bookings looked a little bit softer this quarter. Was there any delayed contract decisions in Q3 that maybe drove that?

it'd be great if you could talk a little bit more about sort of the industrial logic, why it makes sense for you guys to be in that space given the existing competitive landscape and the types of t...

at one point, you guys gave us a mix of business coming from Officer Safety Plan. Is there an updated number there

are there comparisons you can give us for a year ago, 2 years ago, 3 years ago to help us understand sort of the path to $600 per officer

Anything new in terms of their behavior on pricing or terms or just general competitiveness in the space?

What are lead times right now? Any sense for kind of what blended or average lead times would look like for you guys?

what do you see as the supply constraints in the business? Is it, you know, is it fabbing chips? Is it contract manufacturing?

do you see some opportunities to be more firm on price or even raise price as the market kind of coalesces around two vendors or even just Ciena Corporation?

I think you guys took headcount down a pretty good chunk sequentially. First time we've seen headcount come down by this magnitude in a very long time

I was just curious about anything more you could tell us on the new LTAs that you're signing

Anything about the genre of customer here? Is this cloud providers? Is this systems manufacturers?

transceiver supply in Malaysia, Vietnam, obviously, you've got a telecom business as well. I'd be curious on, like, what things look like in terms of utilization rates

how much more opportunity is there? I know you're standing up capacity. I think in Penang, you said. Are there more moves for you to make

Is there any sense for what your market share would look like in Apple on a [3D] sensing basis?

I'm just curious how much incremental revenue is in the offering from that relationship

could you talk about what the effect of those tariffs would look like on Coherent? And then what sort of things could you do to mitigate

is it fair that in the July quarter, you'll get a more significant impact from pricing being fully baked

Any chance you can break out that duty drawdown impact in the quarter? I'd be curious as to what that is

any thoughts about raising prices a bit more aggressively or a bit more frequently?

have you seen any evidence of your customers in turn getting breached since you first discovered the situation?

I'm curious about how you actually size the potential impact from the security breach

Can you just remind me, is that GA now? How have you guys priced that? How significant can that be in the context of your model?

I assume that with those other customers, those guys will be looking at price increases. Is that a part of the strategy here?

the $1.7 billion, does that include specific CapEx associated with the Meta project, or is that just you

it sounds like you guys are no longer selling glass on an OEM basis to others

Got it. And any comments on lead times?

Could you give us a sense on lead times on some of those next-gen products?

Can you give us a sense for where you are in terms of capacity in those places?

I'm wondering if the company spent a lot on putting those hedges in place? Or is it the case that we've seen historically where the hedging portfolio has been relatively low cost

give us a sense for what Q1 of '24 would have looked like at a JPY120 rate on the yen, just to be able to have an apples-to-apples compare?

I'm just curious about what that looks like right now in terms of capacity available capacity in Nava. Is it possible that you guys would look to outsource more

Are you also putting LTAs into those product lines as well? I'm just curious, like, how much of the business is now covered with LTAs

Any insights you can give us there in terms of scale, capacity, new additions would be great

I think you mentioned at one point, you were looking at doing some portfolio cleanup or adjustments

Your largest transceiver customer, are you now fully through that product transition? And was that fully in the quarter

what's gating your ability to ship to that customer? And then the third customer win, again, what do the milestones look like

Any sense for what that would look like financially? Is it accretive? How much revenue would that drive?

I'm wondering if there's any change in the duration of orders. Anything that might help kind of skew that backlog metric up?

I am just curious about what is driving that growth

Any anecdotes or data that you can give us in terms of just traction with customers turning on the body camera functionality or AI assist