Jeff Johnson

any early evidence of whether these docs who are using NOAA are still doing 1 or 2 refinements in an a la carte way?

But what do you think the difference is in the U.S. or North America versus rest of world? Is it just all consumer? Is it competition?

the retail business got a little better. Just any kind of commentary or any kind of color you can provide to flesh that U. S. Retail business or North American retail business out in the period?

is that early traction with NOAA? Is it some HFD tailwinds? Is it ClinCheck Live early traction? Just what's really driving that improvement on the side

Any change in behavior? Did any of that clear itself up a little bit? Did it get a little worse?

on EMEA and APAC, I think I heard you say up double digits year-over-year in both markets on Clear Aligner volumes. Just one, want to confirm that was the case on a year-over-year basis

does this accelerate your move at all to direct fab printing?

I think ASPs were down 8.2% year-over-year, not sequentially, 8.2% year-over-year this quarter

my math would put currency at almost a 3, 3.5 point headwind in 1Q to both ASPs and global revenue. Am I close on that?

But how much is currency weighing there? And then how much of the incremental direct fab investments potentially weighing this year on gross or overall margin?

if you did 5% growth in calendar 3Q, Al, and you did 3.2% in fiscal Q4, it would seem to imply a pretty weak October

for how much Clarity was down? And I think that's been about a $400 million annualized line for you guys. What is maybe the floor on that?

Are you seeing that from some of your largest competitors, some of those pricing actions? Is that local competitors?

on private label, how has that been growing each of the last couple of years relative to your branded business? Faster, slower, about the same?

As you talk about now some of those MyDay manufacturing constraints coming off, I guess I am wondering, are there markets that you have been out of for six, twelve, eighteen months that you could g...

I just want to confirm the lightness in the market, softness in the market that you were seeing in October into the first couple of weeks of November. Is that different than the MiSight inventory r...

the U.S. market is getting a little bit more competitive or there's just lots of new products coming out from a lot of good manufacturers

Are you inching closer? Is there progress or any even body language or gut feel on moving towards some basal coverage in some of the other bigger markets where we do not have it outside the U.S. at...

you also mentioned your installed base being an important driver of growth. Just how stable that T1 and IIT T2 user base has been now as Libre three is starting to launch

we should still be kind of in that very low 60% range, maybe even upper 50s for the second quarter and then you get to the mid-60s in the back half

where do you think that goes? You said it falls off in the one Q. Does it fall to low double digits

How do you think about building and investing in the muscle memory of this company so we can get back to kind of that upper single, low double-digit EPS growth

should we get that kind of build that in a sequential basis kind of on a steady state, growing it consistently throughout the year by quarter

In that $200 million now in op income cost savings, are you expecting that to be, one, a net number then inclusive of any kind of reinvestments back into the business

How much of the 110 basis points of gross margin pressure this quarter in 2Q was maybe glove-related with promotional activity

whether these initiatives might bring chunkier cost savings, some big cost savings initially in the first year or two

we saw the 8-K on Friday, it looks like Max has now joined the Board. I don't think I've seen if Dan has yet joined the Board

What were you at run rate wise coming out of 1Q, just as I think about how to layer in maybe that $90 million to $100 million in savings over the next three quarters

talk to me maybe just about share dynamics in the fourth quarter and share dynamics expected in 2025

You said net pricing was up in the U.S. in 1Q. I just want to make sure that's net. That's not a WACC comment that's actually net of rebates up in 1Q

utilization when I'm an 5 user is stable, but more of those type 2s may be dropping out after 3 or 6 or 9 months or whatever, not sticking with it. Is that the way to think about what you're trying...

What do you think is the most underappreciated part of the Insulin story at this point, especially from an investor perspective

kind of early thoughts you have on how you protect and maybe even extend your competitive moat there on the patch pump side

your overall framework and how you think about guidance, do you like to set guidance at realistic numbers? Are they numbers that you feel maybe a little aggressive, a little conservative

how you're hearing the next layer down of docs talk about T2 at this point

Are you excluding those costs from non-GAAP EPS and margins

Just any kind of color you could provide there. I would assume that's probably more on the capital side, maybe than on the implant side