Itay Michaeli

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

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

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...

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

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

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

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

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

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

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

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

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

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