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XPO monetization or just how it helps you continue to gain share with customers or just mindshare with customers

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

what you're seeing in terms of kind of how you're looking at that market opportunity? And then maybe just second on Federal

Just is that a different buyer kind of within the organization?

Immigration enforcement dollars, that opportunity

just what kind of lessons have you guys learned about kind of getting through some of the hurdles from state and local

noted kind of the large enterprise win, just what was kind of, the entry point there? Was it Fusus? Was it kind of body cameras?

what are you seeing in terms of kind of AI adoption either into what type of bundles they're opting for or just kind of pipeline there

where are you finding those levers to keep OpEx flat as I assume bonus plans need to reset?

did you mention whether there were any 10% customers within the quarter?

wondered how much of the gross margin upside kind of came from mix relative to kind of initiatives on your own part?

you guys had invested a lot in that business over the past few years. You know, where was kind of one of the service provider wins kind of one of the, you know, finally kind of seeing some of the b...

how do you see seasonality of cloud customers, you know, obviously, it's kind of down quarter-over-quarter, but you noted very strong order activity

you noted no further tariffs contemplated, but just what are you assuming for tariffs as announced? And just how are you looking to mitigate those

last quarter, you called out kind of FX headwinds to gross margins. And just -- given some of those currencies have remained stronger

is there any geographic concentration to where the customers are that perhaps kind of make you a little bit more cautious?

is there any pull forward that you observed in the first half that makes you more cautious or is that just kind of macro caution

I believe you guys mentioned automotive as kind of an ongoing headwind, but just as you look at some of the prospects for that business

you did see improvement in lasers this quarter but had noted kind of staying kind of more cautious about that market

you mentioned some strengths out of telecom in the quarter. Just wondered, is that more Asia-based or U.S.-based?

is that some of the kind of tailwinds from some of the yield disruptions we saw in fiscal Q3 earlier this year?

is that kind of more endpoints getting protected as they become more intelligent or just existing customers looking to modernize

what kind of duration increase you're seeing in those orders, just given concerns around supply chain

any way to kind of split the gross margin headwind on product just between memory and product mix

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

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

any commentary around DRAM pricing has certainly become more elevated, just how you guys are thinking about that in terms of the gross margin

new CFO priorities. Would be great to kind of level set

how are you looking at growth outlook there as you have some kind of new products and old products cascading in

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

organic security growth would have been in kind of the mid-to-high teens if you stripped out kind of U.S. federal

where are you kind of seeing kind of prioritization the most kind of within the data center

how much further or kind of are there initiatives that you guys are taking to kind of capitalize on that opportunity?

have there been any trends that have developed between kind of virtual ADCs versus product or hardware versus the last time you kind of went through one of these cycles?

any way to contextualize how much of fiscal '25 growth was kind of due to the product upgrade cycle that was happening?

are you accommodating customers through discounting? Is this you're pushing off -- maybe people are pushing off purchasing decisions while they're handling kind of servicing or upgrading incidents?

is the linearity that you're seeing in fiscal Q3 any different than you would have traditionally kind of seen

if you could kind of help us size kind of the distributed cloud business at this point

Do you see that more as share gains or kind of more of accelerated refresh on this part of your customers?

Just wanted to see if there were any headwinds from any tariffs or componentry cost increases that were embedded in that guide

is there any kind of gross margin impact that we should be kind of embedding as a part of working with them?

Just kind of curious how you see that evolving or what you think that, that target could kind of get to?

could kinda go more into the Equifax partnership and just how that can help drive incremental MoneyLion product adoption?

any trends between first-party products and third-party products on the MoneyLion marketplace? Any material shifts in any direction?

Just wanted to get a sense of other ways in which you guys are utilizing AI and which you're finding traction within the business?

any OBBBA impact on tax rate that we should be expecting?

I just wanted to get a sense of you mentioned fiber to the home plans increasing

are there any innovations coming this year that you would expect to drive kind of material upside to that business

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?

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?

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?

Just wanted to get a sense of kind of where you're seeing the most AI server traction kind of right now

how much of that was CPU versus kind of pricing inventory additional pricing and inventory on GPU

Can you just talk about some of the puts and takes on maybe particularly server margin this quarter and just kind of the weight of some of the XD servers versus El Capitan recognition

how you are thinking of the business between production and lab

the incremental margins moving close to 50%. Just wondering how you are thinking about incremental margins

Do you view this as kind of the beginning of a trajectory or this could be kind of a new run rate for this business

is that customers -- same customers expanding their implementations with you or kind of finding more use cases

could you speak to, you know, is this kind of the broadening of budgets that you had been expecting out of some of kind of the allies

noted kind of the positive uptick in the auto orders year over year. And so just wondering where you're starting to see some green shoots

if you could just kind of outline where the tariffs are kind of -- or like which part of the tariffs are most substantial

Is this something where we should see this market kind of continue to accelerate

just wondering if you had seen any kind of pushback on Allied orders that were aligned to U.S. programs

how much of that [$75 million to $100 million] (ph) of impact that you guys are talking about from a growth perspective is from shipping into China

Kind of noted continuing resolutions kind of as a reason for order weakness on aerospace and defense

is there any way to kind of contextualize the order strength you saw in kind of wireline specifically

rough mix of pricing, yield, mix and kind of the contributions there?

any kind of further commentary there on just the path and progression of kind of the in-sourcing of your own lasers

is the expectation that kind of the vast majority of this ramp going forward will only include that kind of primary customer

Just trying to get a sense of kind of what are some of the milestones you're looking for

how should we think about kind of the ramp of additional customers just given kind of how strong the demand of customer one has been

what your thinking is, if there are kind of greater tariffs that come from Thailand

How much of that is from some of the yield improvements on Cloud Light versus just kind of pricing mixed advantages on EMLs

should we consider kind of the sequential downtick more mix or just kind of working through yields as you expand capacity

how should we think about kind of the relative size of customer in two and three as they ramp maybe in comparison to one

what was driving some of the strength that you saw in Video in the quarter, that would be helpful and maybe as a starting point

now that we're past some of the tougher comps, just how to think about that?

just wanted to get kind of latest views on memory, just as an overhang

any impact that you guys are foreseeing to your tax rate just as you guys have looked at it

And then just second, kind of any update on APX NEXT adoption rates

Is that any meaningful headwind to revenue growth at this point, clearly kind of helping the backlog transition

earlier in the year, you had noted maybe some of these proof of concepts would start to become full-blown deployments kind of towards the end of the year or kind of into '26. Are you seeing a pull ...

given the strength you're seeing on the first-party and marketplace, you know, is some of that also driven by kind of some of these AI use cases?

it sounds like it was more execution based versus -- I just want to clarify that customers maybe weren't a little bit more uncertain

We saw nice reacceleration in that business in fiscal Q2. Just any commentary about what you're kind of seeing driving some of that strength

what inning are you seeing customers in, in terms of AI adoption? And is it different on AI for security versus kind of security for AI

are there any verticals kind of within manufacturing, where you're seeing strength? Or do you think that some of this is starting to be some of the refresh

does that expectation still stand where you would expect kind of volume to offset kind of price increases? And then the second question, just on Elo, any 10% customers

is that still the same way to think about it and just kind of what you're seeing on that refresh pipeline, maybe build

what you think is kind of the most incremental to improve the measures that you laid out to improve the new logos

what you're seeing in terms of sales cycles once kind of a deal is encompassing more AI

how it's kind of performing towards expectations given that you guys have been looking at a fair amount of churn within your kind of assumption for that business

When customers start looking towards the AI security product adoption, just where are they looking for first