Maggie Nolan

how are you assessing whether AI-driven deals differ on a gross margin basis in terms of the services attach rate versus some of your more traditional infrastructure transactions?

I wanted to dig into the why behind your expectation that netted down revenues and services, in particular, should increase in the second half of the year

Can you shed some insight on how you're tracking the success of upskilling your employees with those AI-related skill sets?

should we expect large deal and mega deal signings to impact the quarterly cadence of revenue and margins in 2026

If the mix of business shifts more towards larger-scale cost takeout deals, do you feel confident that those can be signed

what are you seeing in the pricing environment from clients and conversations with clients as well as any competitive behaviors from peers?

Does the full year guidance range consider any broadening of this weakness beyond that subset of clients that are currently affected

can you sort of bridge the gap for us between the non-GAAP operating margin that you saw in the quarter, a 14.3% to kind of the full year target range

At the midpoint, it's a little bit lower than the full year organic revenue and margin guidance. So how do you expect the year to build?

Are there investments that you need to make in sales or delivery in order to achieve this? And are those going to be material to the P&L?

Do you intend to enter that space with proprietary products? Or can you talk about maybe build versus buy decisions

How are you measuring your progress in upskilling the employee base?

where you would like to exit the year on some of those metrics

can you size partnership revenue within the business, or give an idea of how it's trended in the last couple of years

Can you talk a little bit more in specifics about plans, to improve gross margin over the remainder of the year particularly in light of

I'd be particularly interested in some of the commentary around Agentic AI and IP since IT services companies don't typically retain a significant amount of the IP

I was hoping you could elaborate a little bit on the expectations that are embedded in the top end and the low end of revenue guidance