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would just be curious if you're thinking that sort of the mid-single-digit range by the end of the year, again, kind of consistent with improvement in others are citing
I would be curious what you saw from sort of an intra-quarter trend perspective and if you've seen any improvement sort of from January through to March and then now into April
So Jim, just following up on growth cadence. So 1% ex items in fiscal Q1, then 3%.
Jim, maybe just give a sense for why on a sequential basis, gross margins were down and how those should trend for the balance of the year
Historically, you've thought about kind of a 2- to 3-quarter lag there. I'm curious given how long we've sort of been in the doldrums
can you maybe just speak to ex-CTX, how you see the balance of the year unfolding in light of the macro dynamics you referenced?
How are you thinking about M&A, be it by segment, be it by stage of company or relative profitability and potential?
What did you learn about budget unlock and what will really kind of catalyze spend from those different sets of uncertainties
at 8.5% street organic growth for next year and maybe the way you're guiding us for fiscal 2025, at least more reasonable starting point than the Street's at today?
can you just speak to sort of the tension between ongoing cost containment and investments and where you're seeing additional opportunities to drive leverage?
Wondering if you could break that out. Is it still sounds like it's mainly large pharma most of the recovery is
what is your assessment And then, you know, what's key to of the competitive landscape at this point
That space obviously remains competitive with new entrants looming, and you are clearly investing back in the future there
The extent you have visibility to this is sort of the pickup in work that you maybe assess was paused or on hold or delayed and now is returning, or is this related to, you know, new project work
Would just be curious your level of confidence that, that will remain a tailwind? And what sort of the activity level has been like for Thermo?
how does -- how customers might shift the way they are using your instruments affect the way that you're thinking about developing them?
how some of these ecosystems changes are affecting customer preferences for outsourcing in general
what you've seen about their wet lab activity, their demand for instruments
might be suggestive of a business in need of commercial investment to improve execution. How do you think about the level of investment needed for the business long term
Maybe give us an update on where you are excited about the device opportunity going forward
how are you thinking about the levels of CapEx needed to support growth
you've been working to ramp up labor to address that. You raised the guide back to mid- to high single digits, but it sounds like those labor constraints are still in place
whether you still feel confident in the longer-term growth plan you've outlined
you have enough pieces in place that you made enough progress that the time line you've cited that you feel confident
Could you frame what year like, how that participation rate and duration of contract would compare to your prior
is there an existential question as to whether that should be a core competency of the company long term