Piyush Avasthy

how much is healthy end markets versus your own commercial excellence and innovation initiatives.

any additional color on how we should think of 3Q and 4Q in terms of top-line growth and operating margin

can you elaborate on the underlying demand environment across like different business verticals in the EMEA region specifically?

can you provide some clarity on how we should be thinking about the 2 segments

Are you deploying AI internally as well, like you mentioned productivity initiatives helping you this quarter

I think you mentioned the decline in gross margins due to lower service and software margins. Can we double click on software margin performance

Can you elaborate on the underlying demand environment and trends you are seeing in the region

how soon can these features become a catalyst for growth for the company? I think you have talked about a refresh cycle at some point

how different or similar to 2026 be from your long-term financial targets? I know that visibility is somewhat limited

have you at least started to have discussions with your customers regarding their refresh plans? And if you have that visibility in 2026

If you could break out how machine vision, mobile robots, RFID are performing, that would be helpful

Can you elaborate on your manufacturing market? That vertical has lagged versus other verticals

Can you comment on the typical timeline and the cost that it would take to implement this

can you elaborate on the trends you are seeing in Europe and China based on your conversations with your customers

have you at least begun to see a step up in conversations where your customers are talking about reshaping their supply chain