Keith Housum

Was this a telecom retailer? Because I understand Fusus, Axon Body Mini, and then not only the retailer but also, is this an auction process?

Perhaps walk us through some of the puts and takes about software and services for the quarter and how we should be thinking about that

Any color on the large customer that you guys announced in your second one in enterprise?

which verticals are you having the initial success in?

Is there a certain product or 2 within the portfolio that is getting more traction than others as you guys are entering into the, I guess, expanded market than enterprise

How do you think about pricing for the enterprise market? Is it in a similar vein or is there different pricing schemes that you're going through

tariffs are top of mind for a lot of people these days, both on a cost perspective for the companies as well as perhaps demand issues

how much is that factoring into your conservative stance for the second half of the year?

Is the driver of the opportunity for Geared for Growth, is it more of the AI-driven tools

comparing that to perhaps chip shortages that we saw several years ago

what do you see in terms of, like, the precise price increases?

as you look out to 2026, expectations that funding will continue for PCs or perhaps shift in other ways or there could be a pretty tough headwind for you guys in '26?

can you remind us how much the federal government perhaps funds, education, health care and how that contributes to their spending?

I assume the large deals are performing better than like the run rate or the SMB business. Is this a trend that we see kind of developing

are you guys raising the prices on lows or are you guys kind of holding firm

have vendors on a wide scale raised their prices and if they have, to what extent are you guys seeing

you mentioned a little bit of gross margin pressure from some price in the end markets

Perhaps can you provide a little bit of context about what it provides to you guys in terms of the financial statements

in terms of the telecom and the national rental trajectory for both of those companies

any thoughts you have in terms of the battery storage market, understanding there's been a lot of products coming out

perhaps you can touch on the pricing for these data center generators and like the margin profile

Hoping you guys could perhaps just dimensionalize a little bit the current industry capacity for these data centers

Can you just give us an idea which of your products are probably most impacted by the tariffs as well as the increased costs?

you guys say that for 2025, you expect energy technology sales of $300 to $400 million

can you remind me your software and services number, how much of that is recurring revenue? What's the percentage of recurring?

can you talk about some of the early adoption that you have had, the success you have had so far before rolling out this, you know, AI Assist

what's the breakout between like your international versus domestic business? And what's military versus like state and local

Perhaps could you unpack a little bit there about where was the success greatest which is a command center

I remember perhaps last time you actually introduced a new base station here? And is there a pent-up demand here

how do we look at the backlog of the makeup of that? Is it similar to the disaggregation of revenue

what you're hearing from your federal customers in terms of bookings in the first quarter and their expectations

I look at your backlog over the past several years, you still have growth year over year in the first quarter

Is it possible to kinda give some context of what perhaps would mean for you guys

I the Theatro acquisition a little bit more for us in terms of what it brings to the table in terms of, you know, its capabilities

if I look at your services and other bookings year over year, it's down about 22%

what do you guys recognize as perhaps not recorded in your bookings? Is there a gap there in terms of payments

I just wanna revisit the comment you made regarding the sales and marketing expenses being down. I think it was 2% to 4% year over year.

Do we see an inflection point here? Or what's the Viking in terms of where the machine vision improvement is coming from

is it primarily the mobile computers that are at risk here? Or is it also point of sale of the Elo or the printers

retail and e-commerce probably run a fifth or sixth quarter at least of contributing to the growth of the company. Is there a visibility to how long that's sustainable

is that true? And then second, will these devices under the AI world, will they need a more higher-end device compared to what perhaps they're using today

is the makeup of their revenue, is it primarily hardware? Or is there other sources of revenue

Is there a particular like competitive mode that Elo has versus other competitors in the space

do you expect your ability to realize those pricing increases is better than it has been in the past

how, like, your average sales price has evolved over the past several years, and where should we think about where it's going