Itay Michaeli

the Q4 revenue guide still implies a pretty healthy uptick versus Q3. Maybe just talk about some of the drivers and puts and takes and degree of visibility kind of into that Q4 ramp

how some of the changes you're seeing in the second half of the year kind of inform you in terms of just the prior 4% to 7% growth framework into 2027 and beyond

Kind of curious happening on the auto side. Like are we finally seeing major sourcing decisions being made next-gen architectures

could you actually end up seeing -- or leverage our supply chain capabilities with OEMs, maybe kind of win more business going forward?

Hoping to get a little bit more color as to kind of how you see regional revenue progress this year.

Curious how you're thinking about just the FX commodity impact on new Aptiv kind of beyond 2026?

I'm curious how you frame the opportunity within the Gen 8 radar products, if you think you might be able to gain share from other Tier 1s?

I was hoping you could just share a bit more detail on some of the underlying assumptions for LVP, maybe mix, EV, anything you can share as well as if there are any puts and takes we should think o...

I'm curious whether that does present any content opportunities for you on that presumably mix shift that may happen next year?

Just first question on the degree of visibility you have at the moment for Q4 production, the guidance I think implies healthy decline year-over-year

I was hoping we could do a bit of a second half versus first half, bridge for Blue and Pro

I'm just curious sort of what's left to do here as you prepare for next year's launch?

To what extent would that optimization end up pushing up your ATPs?

if you could talk through the drivers behind Blue's improved pricing, I think $400 million was better

How should we be thinking about Ford's plans for Level 3 autonomy? Any changes we should think about

whether you would generally prioritize gaining some market-share due to your strong US position or whether you would look to participate

I do think the second half implied pricing does kind of moderate off the first half

whether there's also some potential variable cost tailwind you could enjoy, just given the easing emissions standards

how should we think about the ARPU opportunity for the company on the upcoming SDV platform in 2028

Can you talk about the offsets from a cost perspective or otherwise to the higher commodity inflation

a question on the full-size pickup launch this year. I'm curious kind of what's embedded into the guide at a high level

what you're assuming the declines in EV volume this year, how much of that could translate to incremental ICE demand for GM?

I'm just curious if you could talk about the extent of which over the next few years, it could allow you to sell more ICE full-size pickups and SUVs

Curious how you're thinking about your next generations of Super Cruise. And maybe if you can also talk about where you are in the journal to -- the journey to personal AVs

Any thoughts on where, you know, US dealer inventory could end the year roughly?

just given still the wide range second half of the year, $3.5 billion to $6 billion I'm just curious what some of the factors that that could materialize

how does that shape your pace of investments in AV and AI to capture more of that installed base revenue

with this week's relief on parts tariffs, is there scope for the industry to also receive similar relief on the imported vehicle tariffs

I'm curious what the go forward kind of marketing and branding campaign might look like

how you're able to improve unit economics and sort of maybe some targets there would be helpful

I'm just curious if you're seeing any constraints with DRAM memory at all in production.

kind of curious what sort of other milestones are there left to do between now and then

how you're thinking about the time line for achieving Level 4 on consumer-owned vehicles?

how should we think about just the deliveries with -- in relation to that production level

if it has any impact on your previous long-term financial targets of 25% gross margin

Curious how initial feedback has been since December