Mike Ng

Will the new Siri AI be a demand driver for iPhones this holiday?

Do you see it shortening the replacement cycle for iPhone or also having an equal impact to Mac and iPad

given the success of the MacBook Neo, could you talk about how it has helped drive penetration with new customer segments

Has that new ad inventory on the App Store been a notable contributor to the Services growth

I was just wondering if you could talk about any comps that we should be particularly aware of as we kind of think about each of the product categories

any plans to do more in advertising across other products like maps or TV

I was wondering if you were seeing any notable shifts in trends between the sell-through coming from upgraders versus switchers

I was just wondering if you could just unpack a little bit more of the drivers of the acceleration

is it product features, tariff pull forward, perhaps Apple Intelligence? And then I'll give my follow-up on CapEx.

Could you just comment on your capital spending plan this year and next and provide some qualitative color in terms of what's driving that growth? Is it AI-related or supply chain diversification

Will you continue to do that in this interim period until we get some clarity on Section 232 investigation? And could you talk a little bit about your philosophy on pricing

I was just wondering if you could provide a little bit more color on some of the factors that may have impacted product gross margins in the quarter

I was just wondering if you could talk about that thin form factor for the iPad Pro. How did it help iPad sales overall

it was encouraging to hear about the record for iPhone upgraders, which I think is something you haven't said for about a year now. I was wondering if you could talk a little bit about what you wou...

AMT's leverages in the target range, APAC has been exited. What's next? What are the best investment opportunities

Was it more from lease rate expansion or improvements in occupancy?

are they getting more capacity? Are you offering more pricing on your side? Are you getting more customer advocacy?

is seeing networking attach opportunities for customers that are using TPU or TPU-like architectures

I was wondering if you could

I was wondering if you could just talk about Arista's positioning as we move into more full rack solutions

I'm just wondering if you could just comment a little bit more on the deferred revenue or the billings growth

if you could just expand upon your comments about your confidence in achieving the $10 billion midterm revenue target a little bit sooner

I was just wondering if you could talk about the timing of how the year might look like and how you expect the risk to switches in the AI back end

maybe you could just talk a little bit about other use cases that you're seeing beyond World Cup

I was just wondering what that tells you about the momentum for full year bookings growth

Could you talk a little bit about the differentiation that you guys have relative to the incumbents?

I was just wondering if you could talk about what you're expecting around bookings growth and discuss the demand environment in 2026?

Maybe some of the key markets where you're getting the most traction, I heard the mention about TASER in Africa

Could you just talk a little bit about what's driving that doubling of annual bookings growth that you've have had historically

are you assuming bookings grow $1 billion again to $6 billion? Any thoughts, qualitative or quantitative would be helpful

some of the key things that drove that strength? Was there anything unusual that made that sequential growth, particularly good this quarter

what you're seeing from a network densification and kind of FWA driven densification this quarter?

how are you balancing the commitments to EBITDA growth with the potential to you know, invest to drive these opportunities a little bit faster

Can you expand on the domestic softness you saw in June? What drove the shift in consumer behavior?

could you just talk a little bit about what you've seen in the free line roll-offs to date and the strategy

I was just wondering if you could just expand on that a little bit more. Is that more in kind of customer relationships and pricing? Is that more on the CapEx side

could you talk a little bit about the investments that you're doing there, whether that be in CPE, sales, marketing or customer service

you could talk about whether we're back to seasonal on domestic broadband net adds

I was just wondering if you could talk a little bit about this concept of everyday pricing as a potential drag to ARPU growth

could you just talk about your outlook for what, like, for the three to four percent longer term domestic broadband ARPU

could you just talk a little bit about the ARPU outlook? Should we expect ARPU growth to accelerate from here

I was just wondering if you could talk about free cash flow for next year

if you could talk a little bit about the pricing strategy this year across what products that you guys implemented

those just take a little bit of time to run through

Was that driven by cost savings? Is that a mix benefit as you do more with hyperscale customers

Should we see more of that as we head out through the year? And how important is that combination of compute and networking

Any feedback or comments just on the drivers of that change

did that translate into revenue in the year? And how should we think about that translating into revenue for next

was wondering if you could talk a little bit about, you know, the orders in the quarter by subsegment

I was wondering if you could just share the organic revenue growth rates for the company and the segment ex-Splunk

How much of that was the broad recovery and things like campus how much did the product cycle of WiFi 7 contribute

Could you just talk a little bit more about that, the nature of that deal? I think it was only recently made available

do you expect to see a benefit from below market costs, strategically purchased commodities

I was wondering if any changes in federal demand played an impact. And then sequentially, were there any notable margin changes

does that imply that the AI server profit outlook was was raised? Are you still expecting ISG margins to be flat year-over-year

I just have one on the ISG margin outlook of flat year-over-year for the upcoming year. It's a great outlook, particularly considering AI server revenues growing 50%

is that just because of the growing mix of Blackwell and component availability?

Would you talk about the merits of FAST channels and whether Disney would consider doing more of that

how do you replicate this high LTV model within Disney+? Specifically, does Disney+ become less a video repository

I was just wondering if you could talk about whether the per cap growth was impacted by the mix of attendance between local, out-of-state, international

with Disney Treasure hitting the second full quarter or excuse me, second quarter of operations, I was wondering, if you could talk about key learnings

if you could talk a little bit about the international visitation to domestic parks and if you're seeing any changes there

Could you talk a little bit about your decision to add the SportsCenter Daily Show to Disney+ instead of ESPN flagship

I wanted to ask about the very strong cash rental rate renewals in the greater than 1 megawatt.

that would translate to about like 1.6 gigawatts out of the 3 gigawatts of developable capacity

have you seen some customer workload repatriation or a shift in investment away from public cloud as a result

do you see upside to the prior outlook of mid- to high-single digits for 2027?

Are you expecting a new kind of ADC form factor system to drive another refresh cycle

could you just maybe talk a little bit about the revenue shape throughout the rest of the year?

Could you just tell us what percentage of the revenue comes from BIG-IP?

Just wondering if you're seeing any additional costs as a result of the data breach, other investments in systems internally or costs related to offering free Falcon EDR subscription

I was just wondering if you could talk about where you are today and how much of that systems refresh we should expect over the next couple of years?

how big is the installed base in nominal terms? And could you just talk about the typical price increase or price mix increase

This is the, I think third consecutive year where you had a very strong seasonal fiscal 1Q

Could you just comment directionally? Was that strong? Was it weak?

it seems like there's an implied decline in subscription revenue sequentially. I was just wondering, if you could speak to some of the dynamics there

are you assuming a similar level of expansion of the renewals that come up in fiscal '25 or smaller or bigger?

Just first on Tubi and the very strong 35% year-over-year growth. Maybe you could just help us break that down

I think many investors wonder if Cable Network distribution can grow sustainably above 0

could you just explain where FoxOne sits in the P and L? Is it in distribution revenue? Is it in corporate and other or both

wondering if you could talk a little bit more about the performance of FOX-one what's been driving the upside relative to your expectations

I was just wondering if you could explain a little bit more about the ASR, why now and also why the composition between Class As and Bs

what you think the key drivers of the stable to improving subscriber erosion trends are? And how important is FOX One

I think that implies at least $100 million to maybe $150 million of additional investments in LatAm and Fox One next year

I was wondering if you could just talk about that for this year and perhaps into next again

There have been reports of plans for Disney to vacate the Fox Lot in Century City

are you seeing any of the impact from the benefits of skinny bundle inclusion yet? Do you expect to outperform the market on sub declines

You had said that you expect digital losses to go from, I think, mid-$300 million last year to high $200 million. Any updates there

I know you talked about digital losses going to the high $200 million this year, given the Tubi outperformance, is that, is that number better

Any visibility into when that improves and when you get better line of sight into that

the $1 billion plus order in November. You know, has the demand environment for AI systems changed? You know, what have you seen during the quarter

if you could just expand a little bit about the comment around the growing base of services, subscriptions, and software that are more contractual in nature

What do you think gross impact is? And what's your confidence level on the mitigations

was wondering if you could just talk about your expectation on those two things, pricing and the office environment, and whether you see that becoming better or worse

I was just wondering if you're assuming that you'll be in that 5% to 7% range for the full year as well

can you just talk about what element got better? It sounded like personal systems performance in the quarter was in line

I wanted to follow up on the Humane acquisition and the investments in the intelligent ecosystem across HP devices

I was wondering if you expect to see continued unit growth as we head into next year as a result of some of your price actions

I was wondering if you could just expand on that a little bit in DTC, because obviously DTC, FX was an area of positive surprise

I was just wondering if you could give us a sense of what the net interest savings are going to be

I was wondering if you could just let us know what the revenue exposures were for those customers

I was wondering if you could just talk about how we should think about gross margins for the full year is the first quarter gross margins that you spoke to, a good indication

are you reiterating the $40 billion revenue target for fiscal 2026

can you talk about whether or not you're seeing differences in demand between HGX versus NVL 72 racks

I was wondering if you could talk about the mix of Blackwell and Hopper servers in the quarter

I was wondering if you could talk a little bit about the $40 billion fiscal 2026 revenue outlook. What informs your confidence there

how do you feel about the $26 billion to $30 billion full year revenue guidance that you previously gave out

Will that be more gradual as OneConnect gains traction? Or do you expect a harder shift away from subsidies

if you could provide some color on key drivers for the EBITDA acceleration throughout the year

I was just wondering if you could talk a little bit more about the EBITDA growth inflection to 5% plus in 2028. What are the key drivers

the fourth quarter was the first time this year it was up on a year-over-year basis, which seems positive just given all the concerns around competition

has your confidence around accretion from the Lumen Fiber assets and the EchoStar spectrum licenses increased as you've spent more time strategizing

if you could talk about the drivers of the acceleration in sequential service revenue growth in the fourth quarter

on the 2 JVs, anything you could share as it relates to how much you're contributing to the JVs

how are you progressing against the $3 billion target exiting 2027? And how much have you kind of realized to date in 2026?

whether or not that's -- that 4% is a good starting point for how we might think about 2027

What are you expecting around upgrade activity for the rest of the year?

investments needed to drive that subscriber growth

any parallels between Verizon and PayPal

the comments in the letter related to the HBO Max U.S. distribution deal restructuring. What was the nature of that

are you revisiting what DC is doing in terms of theme parks and live events

could we actually see ARPU down a little bit before normalizing and returning to growth

roughly 35 million subscriber growth over the next two years. Any thoughts on how much is domestic versus international