Joe Cardoso

You are raising the revenue from $4.1 billion to $4.6 billion but the EPS outlook is more than doubling.

any way you can contextualize the growth that you're seeing from there and maybe bifurcating it between Axon Body Mini

are you actually seeing folks rip and replace hardware to essentially install Outpost and what's kind of the driving force behind that?

can you help us frame where this business sits today within the margin structure versus maybe what's your ambitions at scale

curious if adoption is being more done in isolation, meaning like you're just seeing folks go out and basically purchase the AI Era Plan or if you're seeing customers expand spend in other areas of...

can you just touch on the programs that are ongoing in Europe in a similar manner in terms of their opportunities there's

are you seeing any signs in the conversations that you're having with customers that there's these prevailing concerns

What was the main drivers in kind of owning the hardware stack there? Was it more of a customer push?

Maybe just flesh out a bit more in terms of where those investments are exactly getting like is there any particular areas

how are you guys thinking about timing of that opportunity, materializing in a more material way for Axon relative to a year or two ago

if you can help contextualize what you guys are seeing from your customers on the ground around each of those

how should we think about the timing of the catch-up that you're pointing to? And do you have visibility

how much of this is elevated demand? How much you guys are seeing pricing potentially running hotter than you previously expected?

is there a specific customer vertical that is tracking ahead of your plans relative to 90 days ago? Or is this more broad based

is that fair in terms of seeing a better demand in terms of 90 days ago? And then as you think about the expectations for the year, any way just kind of size the contribution

I just wanted to better understand the conversations you are having with enterprise customers.

what are you hearing from customers on this front and the momentum that you're seeing in kind of the order backlog

can you elaborate on how Cisco is looking to participate here, particularly as it relates to the portfolio

What are you seeing that's driving customers to kind of move mix up into these higher-performance systems?

I guess how are you guys thinking about potentially seeing an inflection upcoming? Is this still more in fiscal '27

Just interested in hearing potentially what is limiting you from calling for further upside here.

any way you can kind of frame out how representative this engagement is to Flex's broader AI accelerator opportunity?

implies a pretty nice uptick in both gross and operating margins and a nice improvement in the associated incrementals

How should we think about the headroom for margins to continue to improve from here?

I'm just particularly interested in how we should think about margins for this business as well

which are the major risks that are still ahead that you think are still left to navigate?

can you just flush out your comments a bit more around an upgrade or the potential upgrade to the risk-adjusted plan?

How should we think about these two in terms of your long-term strategy for the company

starting to see any tangible traction in terms of that driving any demand across your product portfolio

just curious to hear your thoughts on how you're assessing the competitive implications just given that different approach

how did demand momentum trend through the quarter and into 2Q to date

could you maybe just talk about how each of these factors have contributed at least at a high level to the wearables growth this year

how material of an impact you're expecting memory to be on your 2026 guide and which areas of the portfolio are more or less impacted there

When I look at the implied gross margin guide for 4Q, it appears you're embedding a seasonal step down

I'm trying to get a sense of the outperformance though, particularly as it relates to any potential influences from channel fill

what capabilities or what developments prompted you to kind of launch this at this time

are you observing any indications of potential demand pulling at your customers as they possibly attempt to build inventory

I was just wondering if you could help dimensionalize the key drivers for the segment

Maybe, Doug, can you just walk us through the puts and takes here and kind of what we should be considering

Anything we should keep on top of mind relative to maybe first half second half dynamics relative to revenues

just wondering if you can quantify the impact of the China tariff and the guidance, and how are you expecting that to trend through the year

I'm just curious if you can rank order the drivers here. You talked about share gains, perhaps a little bit of pricing

how should we be thinking about the read-through to the next set of financial targets

I think you were initially targeting a 40% increase in volumes by the June quarter. I guess just wanted to get an update there

how are you thinking about achieving that target by the December quarter? Is there the possibility that you can achieve that a bit earlier

the implied fourth quarter revenue outlook and embeds a pretty nice acceleration both sequentially and year-over-year

as you sit here today relative to 90 days ago and that expectation around kind of building backlog through the year, how are you feeling better or worse

how you guys are seeing the opportunity pipeline build for this business relative to when we last spoke? And then the second aspect of that question is, as we consider your ability to capture this ...

should we be thinking about kind of the cadence here in terms of new product introductions

what is the puts and takes relative to maybe a slower start to the year when I am looking at it from a seasonal perspective on an organic basis

pretty big product order or backlog number this quarter. Is there any way you can contextualize or give us a little bit of color on the contribution from Silvus

how should we think about the implications to product margins from a high level

where are you feeling most excited about and then in both the U.S. as well as internationally

on a product level, where you're seeing this growth in the product orders across your portfolio

if you could just touch on your Mexico manufacturing footprint there and any details around whether you're USMCA compliant

Can you maybe just quantify how much of a headwind you're embedding from a tariff impact

could you just dimensionalize, like, how tangible this is today in terms of potentially maybe upside to, like, spending

Curious if this is just -- this prolonged macro is driving you to see an increasing intensity across your peer group

how are you thinking about any implications around a new potential tariff, government inefficiency initiatives, taxes

Can you just flesh out the pricing actions, like any commentary in terms of the magnitude of price increase that you're looking to take?

can you provide any early thoughts on how you're thinking about handset seasonality into the December quarter, just given kind of the moving pieces here around, obviously, Apple and then the recove...

Does that encompass your visibility into nearline allocations into 2028 and the planning that you’re seeing