Matt Niknam

I'm wondering if it's fair to assume, on a go-forward basis, a more sharpened focus on the globalization strategy, more cost optimization with the remaining assets that you've got in place

how we should think about the cadence of colo and amendment revs in upcoming periods relative to the $38 million in 1Q, and I guess more specifically, whether you're still comfortable with that $16...

whether it was primarily mix-related or, if you can, quantify how significant the memory and cost-related impacts were

how that's affecting spending plans and sales cycles across the different customer sets

you're sitting now on $8 billion worth of cash and equivalents on the balance sheet. So maybe just an update on how you prioritize uses of cash

Any implications on the pacing of carrier investment post recent tax reform that you've picked up in conversations with customers?

the pace of transition away from InfiniBand towards Ethernet and maybe some of the bigger differentiators that are helping you win

what you're seeing and hearing, specifically from enterprise customers on the AI front? And how meaningful it is for your business today

if you can speak to how the macro backdrop has evolved over the last three months

as it relates to the election, just wondering if there's any hesitation, any impact in terms of buying behavior

is there any indication that the incremental spend for AI servers may be crowding out or negatively impacting traditional server spend

The guidance implies an acceleration over the course of the year. And I'm just wondering what sort of visibility or confidence level you have there

I'm curious if this is primarily due to the record lease that was signed?

whether you're seeing or hearing any evolution in how some of your larger cloud and hyperscale customers are approaching CapEx investment plans?

if we can think through what's embedded in the 5.8% to 5.9% around FX headwinds, potentially lower utility reimbursements

Have you seen any macro dynamics, particularly around rising memory or fuel and energy costs

Sales cycles, I think you referenced some improvements that maybe have shortened sales cycles. If you can maybe shed some more light on what's driving this

how are you thinking about resuming dividend growth in the context of the success of Springboard seen to date?

is the prospect of newer tariffs implemented by the new U.S. administration hold forward any sort of demand or ordering activity into 4Q or even in the first quarter?

has that had any impact on customer purchasing or demand to date and just in a similar vein, are you baking in any incremental softness from US Fed

what's changed if anything, over the last three months mainly in terms of macro backdrop. And I guess, more specifically, have you seen any pick up or change in behavior post-election

where you are with procuring enough supply to accommodate the robust demand you are seeing

how material some of the cost increases we have seen in memory are to your, COGS or gross margins

I'm curious maybe where you're seeing a little bit of an incrementally improved view relative to three months ago

anything unique on the working cap side? And then maybe how to think about cash flow from ops

if you can help frame any conversations, just any sort of sizing in terms of potential risk from those

if there's any framework in terms of how to think about fiscal 2Q orders sequentially just in light of a gradual recovery

can you talk about maybe what changed later in the quarter? You mentioned a very strong closeout to the quarter

I'm curious if you can speak to how that backdrop has evolved over the last quarter

I'm just curious if you can talk to visibility and confidence level you have towards achieving the guide more in terms of supply and getting enough at hand to be able to ship

the latest you're seeing on the M&A front, just in terms of opportunities and private market valuations

if the opportunity or prospect of increased defense spend in Europe presents any incremental opportunities

I'm wondering if sales cycles, conversations with carrier customers, particularly in the U.S., are lengthening at all?