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what are the puts and takes of is it bottlenecks in terms of their building? Is it like, what would make or break kind of whether those become two new kind of 10% customers
what are you seeing in terms of just like how the front-end network upgrades are happening maybe versus where your expectations were
do you attribute some of the upside that you're seeing this year towards starting to see front-end upgrades maybe quicker than expected
you've kind of had this $1.5 billion kind of AI target for 2025. And just wondering, is the capability of that more dependent on kind of the tariffs
DeepSeek and just as you think about kind of this 1:1 ratio you've talked about on back end versus front end, how you kind of see that changing
how evolved is that enterprise appetite for investment? Or when do you think that, that kind of enterprise AI story takes off
any demonstrable kind of change to demand or forward ordering that you saw as a result of that
any commentary around DRAM pricing has certainly become more elevated, just how you guys are thinking about that in terms of the gross margin
is the kind of upside that you're seeing to some of these AI orders coming from kind of scale across strength or is it just coming from deepening engagement
how are you looking at growth outlook there as you have some kind of new products and old products cascading in
new CFO priorities. Would be great to kind of level set
what are you seeing in terms of customer buying behavior right now, just given the uncertainty kind of with some of the tariffs
any commentary around public sector and federal kind of around the same questions
how are you seeing, kind of strength broaden out to the campus portfolio
what you are seeing from customers on kind of propensity, to spend clearly a very good quarter
Would any of what is included in that deal be included in the carrier line item, or is that all kind of being counted in enterprise today and going forward?
as you started to kind of get the Lumen orders early on, is that kind of tracking to kind of how you thought to the order patterns that you were expecting?
it looked like there was an upgrade in the content with the S25 phone from Samsung that just came out. So, just wondering if that kind of impacts the trajectory of the year on Specialty Materials?