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where you see the most -- next most likely kind of investments or where you think there are kind of gaps in the portfolio
given the tech guidance you gave for this year and some of the dynamics in US and overseas or tax policy
How are you mitigating those? And so how far out into the future? Do you feel like you are kind of set through the end of the year or for the next couple of quarters?
it seems like a slightly different take on putting R&D to work to generate growth, maybe putting more wood behind arrows you already have
is there a competitive factor here, marginal or significant that's worth mentioning or a mix of procedures shift to outpatient or something else that would explain -- help reconcile that disconnect...
I think last quarter, you mentioned that you're sort of thinking about exiting the year like 10% hospitals still engaged in those programs. So maybe some color on what your current assumptions now ...
the other just was on just like how onetime or transitory or I think there was a government contract that impacted pharma. How much of that is kind of lumpy?
If you could talk a little bit about, which business lines those -- which you'd highlight and then maybe timing, as to when we might start to see some of the benefits of these investments?
Just the environment for sort of capital and some of the patient support devices and other things that you're selling, fleets and beds, et cetera
the organization continues to just drive more efficiency, more cost-outs, more back-end fixed asset rationalization
when do you think we will start to see things come through the pipeline or maybe come through at a faster pace from these R&D investments
how much more is there to lean into there? And then, the combination, it applies here, Tom, is what, if anything, can have you been doing
was there a process run for these assets before this point, and what are some of the factors that might drive you towards one of those options
I just wanted to drill down a little bit more into what you're doing in AI. You mentioned the first of a series of products or technologies
where you think some of your recent acquisitions can go under your under your management
Based on your best guess and what you saw, I guess, during and exiting Q4 on a calendar basis, do you think that's improving now?
When do those -- or did you notice those coming in this year? Do they just kind of filter in and support sustainable growth?
where you see the the the various business lines inflect, anus, and vision, obviously. You know, just just some color as to which catalyst
what is changing now you know, given given sort of the new board involvement and new investor involvement? That you think could could could make could make this possible now
some folks holding on to G6 or going back to G6. And I'm just wondering if that's a factor in sort of manufacturing efficiency
how to think about the 2 products and where they -- how they overlay or fit together
I'm not sure if you've given us a time frame for G8 yet approximately. Is it one year away, two years away
Maybe if you could talk a little bit about what the rollout of M3 looks like, in terms of training, in terms of adoption
How should we think about that Q2 strength as we move into what's kind of a typical seasonal Q3 and then also just any comments on Japan has bounced back nicely
What are some of the places you're spending your time? Is it new centers? Is it imaging and radiology support training
I'm just wondering if you have like a round number that you think this can go to Teverson centers like the 850
how you see this year your ability to sort of start mitigating some of those early kind of start-up challenges in getting volumes going
for launches like that in midyear and end of year, what does that look like in terms of capturing orders
where do you see the value that you've invested playing out in the economic returns and growth
how much of the dental strength is due to share gains versus just the overall market improving
what the commercialization plan and rollout looks like for that, given it's a slightly different delivery mechanism
just the sequential improvements from you think the market feels stronger
flush out the way that you know, the opportunities in Tremfya
You mentioned generator sales are kind of a headwind to gross margins at this point, the mix is maybe shifting a little more towards capital. If you could give us a sense of when that starts to nor...
try to square what these can mean on an annual basis to sort of overall Medtronic portfolio growth just because I think the perception becomes we're accelerating growth
just to make sure, understand the operating line growth, 7% with about 300 basis points, getting you back to 4% EPS growth of the full year. And that's inclusive of all the investments
Peripheral Vascular that went from like a mid-single-digit growth in previous quarters to this low-single-digit decline
So just on a couple of the key pipeline programs. So maybe pace and timing for Affera in the U.S. I think, Sean, you talked about the NCD, but it wasn't clear for Ardian
the mix effect of having such a strong outside the U.S. geographical contribution down the P&L, if there is any notable differences
Maybe just an update as to what that early traction looks like, how it's either complementing deals, contracts on the Mako side
Wondering if you could give us a sense of maybe as those things move into one line, round numbers, what kind of the recurring revenue aspect of that
was hoping you could maybe talk a little bit about the differences in the way you know, the growth drivers in the U.S. and the growth drivers OUS
how should we think about the flex in the model if in possibly when you break through the higher end of the range
I wanted to just get a sense of the competitive dynamics in the ASC. It's been a place where you've been leading and it's been a place where you've had great success in knees
AI is something that we haven't talked about in a while. I know Robert, I'm sure breaks up every day thinking about it
the launch of OptaBlate, the investments that you've made in that segment. It would be great if you could talk a little bit about any of the quantitative or qualitative metrics
wondering if you could talk a little bit about any of the conversations you're having with hospitals about budgets, if that's an issue
how many -- maybe if you could dig through any of them that are going to start to kind of hit the other side of these refresh and product cycles by the end of the year
how that's contributing to growth, what the uptake or adoption has been like there and what other enabling technology solutions besides the robot you see as contributing to growth
You mentioned some acceleration there. If you could talk about what's driving that
talk a little bit about about pockets of strength, where you're seeing success, you know, the the sort of cadence of the of the iodine coated launch in in Japan
Wondering if that's a -- if that turns into a premium product, understanding that premium and negotiations for implant prices engages hospitals
is there anything that -- any retention or any threshold beyond which we should be thinking about where you may be 100% confident
one on the salesforce and integration and what your thoughts on that look like