Hadi Orabi

Are these agreements cancelable? If so, I wonder under what conditions can customers cancel?

why would your incremental gross margin not be better than the 50% number you guided at the Analyst Day?

if these tariffs were to take place in the September quarter, how should we think about the impact on the financial model?

if we exclude the biggest customer, your revenues were up like 50% year-over-year. So I wonder what's driving that?

how you guys think about the China market? And if you're comfortable with the level of exposure there today?

I do wonder if you have fully navigated the risk from the Intevac purchase or it's something that's still in progress today

how you balance that discipline on one hand with the risk of pushing customers more towards SSDs because they have no other choice