Jon Block

Systems and Services now expected to be down 7% year over year at the midpoint. I think prior, at least I was flattish.

any signs that the North American, call it independent sluggishness, is starting to thaw?

what's the assumption in 2026 guidance? Have you built out any, call it, like incremental contribution from Zero refinement as that rolls out more broadly for the balance of the year

I'm wondering if you can give us any color just how things trended or call it closed in the first quarter, call it, more the month of March?

should we think about Invisalign ASPs down you know, call it 2% year on year

is is no AA officially out there? You gonna sorta hit the go button all at once?

ASP was supposed to be up a smidge Q-over-Q. It was down a bit. John, I think I heard you right, you mentioned country mix. So I think like-for-like was still maybe what you expected. But for 4Q, y...

anything directionally for us to think about to sort of pair with the margin commentary?

Joe, can you just talk a little bit more about what happened late 2Q?

help me out on that implied 4Q. Help me out on that sequential growth rate 3 to 4Q, what it's spitting out and why that would be the case

You raised it from low single digits to 4.5% at the midpoint. The language around ASPs didn't change

can we think about teen as this low double-digit plus grower going forward as long as the innovation continues to step up

Joe, what is are the DSOs, call it, as a part of your North American business, if you could just give us a rough number?

Can you talk about other reasons why the rest of the year, you're arguably up, call it like low to mid-single digits versus the down 2% and 1Q 2025

that would sort of imply maybe some upside to the EPS guidance

is it you know, sort of like a more of the same argument in America's and EMEA for the most part, but we just see that APAC claw back a little bit closer to mid single digits.

why is MyDay's success arguably, like, coming from Clarity? I think about Clarity as a really good but cost-effective SiHi Daily

Seems like just a a change in June fertility. Right? And you know he's been

where are we with inventory? Maybe if you want to break that apart amongst the distributors and the consumers in your view

for the acceleration in CVI for the balance of this year, you know, against tougher comps, so obviously, the two-year stacks are accelerating even more meaningfully. Is it just this capacity thing ...

gross margin was solid and certainly above our estimate, and you know, curious to anything to call out regarding the sustainability

any color on when you think that supply will sort of get back to where it needs to be

the delta from like torics and multifocals, I think that was up 9%. And overall CVI was up 7%. So both certainly healthy numbers, but it's sort of one of the tightest spreads

You had the gross margin raise of 50 bps Is that a function of a different price of oil assumption, call it, relative

is that sort of like a pure role reversal due to 15-day. And Jereme, you mentioned the underlying GM getting better? Or are there arguably additional OpEx opportunities

the ongoing momentum that you cited in the PR implies April and that would be, call it, despite liberation day volatility

Can you talk about the dollar? I'm just guessing it's a decent tailwind to the initial reported revenue guidance of 2% to 4% year-over-year

how you see the pipeline from some of your partners. And do you see some of that innovation

maybe you could talk a little bit more about these commercial investments that you called out

lay out the drivers that allow the CAG Dx recurring call it, 2-year stacks to accelerate into the back part of the year

any thoughts or color on the 2026 international CAG Dx recurring revenue growth rate versus The U.S.

there's got to be more than that even as traction. So any color you can provide there? And is this sort of the right run rate in the international markets

are you caught up with the orders when we think about where you are with InVue? And then just even any high-level thoughts on, I believe I've got it right, the initial 20,000 over 5 years

any color on how things trended throughout the second quarter

can you talk to what reaccelerated the premium in 2Q?

The guidance that you gave or the metrics you gave for 2Q '25, is that call it day neutral?

I think the InVue order number was 1,600 last quarter. You gave more details around shipments, but is there an updated order number

can you just talk about what led to the uptick for the premium in the quarter

can you just talk about your comfort in these pricing levels that the consumer can absorb the likely increases?

how you're viewing the returns from the type 2 spending at this point

any refined thoughts on where pump penetration can go within the T2II segment of the market

When that Zepbound OSA patient walks into their PCP or sleep doc, are they walking out with GLP-1 and CPAP prescriptions?

Was that -- we're counting roughly a 400 basis point benefit from VirtuOx when you think about that?

is there a way of calling out the impact in 1Q '26 from the channel, what that was specific to U.S. Pet Health

if Zoetis is pivoting there and trying to deliver on that or just really focus on the bundling and the services

specific to 2026 due to the adjustment, is there an extra, call it, month of international sales that go into 2026 as you normalize it

anything on International Librela? I mean, we're sort of familiar with the struggles or some of the issues in the U.S. But International, it's been quieter

What was the Companion Animal growth in the alternate channel for the quarter, if I've got that framing correct? And then, is there a way to quantify some of the stocking I believe that you referen...

can you just maybe help us and bridge us to the $0.20 increase to the 2025 EPS guidance, because just, obviously back of the envelope

just for R&D, flat year-over-year, you walked through some of that. Is this sort of a new beginning for you guys where this can be considered a more leverageable

any thoughts on the revenue cadence for 2025? Arguably competition will pick up in some key areas. You called it out, but that's more back part of the year