Guy Hardwick

Can you kind of allay any concerns about Amphenol content on, say, the the Khyber architecture due to coming 2027

how they respond in these environments to whether it's tariffs, or supply chain issues?

What's driving the growth beyond just broadening improvement in military budgets? Are you in particular areas where there is unmanned systems

does that give you room for investing more for organic market share gains, or do the inflationary pressures preclude that?

on SG&A growth of 6%, is that a sensible number to use for the rest of the year?

the growth in underlying operating expenses was 5%. It looks like the guidance for this year is better than that, like just on the 4%

should we assume that your OpEx is factored in that higher merchandising and marketing expense for 2026

just generally talking about your, say, long cycle versus short cycle trends, it sounds like you don't think there's a bump to the order book in the defense side

I was wondering if you could maybe update us on your margin outlook, particularly in digital imaging, where it seems that you've had a positive mix effect with the industrial scientific cameras pic...

In digital imaging, was the FX contribution in the quarter?

I just wonder how you guys feel about M and A, particularly maybe larger M and A versus share repurchases.

is R&D a permanent step-up effectively funded by the reduction in the cost base? And kind of looking a bit further forward for 2026 as a follow-up to Damian's question about the top line, what kind...

could you mind just maybe explain a little bit more about the Canadian business? I mean, your filings reveal it's a substantial business.

my question is actually on the 30%, which is AI or cloud related. enterprise telecom, which potentially could be squeezed for or competing for dollars from -- for AI because of AI investments

Was that down to easy comparatives? I know in the slide deck, you said that's growth driven by Asia and Europe. But in terms of order momentum, what would you say the outlook is for commercial tran...

Can you tell me what's driving that? I assume it's cloud companies pushing their on-premise customers to the cloud, and they seem to be growing at 20%. So just wondering how much visibility you hav...

what could we hear about 2028 targets or beyond? Is that something you would look at maybe later this year

you beat by $0.07, you lifted the guide by $0.04. So I'm just kind of wondering

How much do you think AI has contributed to that? And maybe a sense of how much -- give us a sense of how much you can contribute in 2026

Just wondering if you could point to any contribution to ARR or ACV from AI products

how do you feel about 2026 as that's stepping stone to 2027 and the 2027 framework? Do you feel kind of ahead or behind

That's for Q4 guidance in terms of the margins relative to the revenue in terms of the revenue growth

do you expect any impact from a lag of recovery in any 1 quarter

whether the changes in the tariff regime could have had any impact on the business, either positive or negatively in Q1

it appears the midpoint of your Q1 revenue guidance suggests revenues are above Q4, which is much better than seasonality. Any particular reasons for that

do you have much visibility to the back end of the year in terms of what could be the annualized impact

Where do you think that goes to long term? And what do you think the kind of the footprint of contract manufacturers will look like, say, a year from now

what point does technological obsolescence on the installed base in EMC actually force customers to drive to upgrade if they really want to benefit from Agentic AI

it looks like seasonality Q1 was better than normal seasonality. Like, on a sequential basis

I'm just wondering whether you saw any pre-buy activity in Q4 or early Q1 in getting ahead of tariffs by customers

could you talk maybe what you think the business model could look like for Zebra Companion three to four years out