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there is some mixed feedback out there regarding the impact of ACA expiration on elective procedures.
on the FDA clearance you mentioned you received in the quarter, can you just expand on what that means for you?
any color on how to think about sustainability into 4Q or even 27
it has been unusual typically to see orders grow sequentially in the third quarter. So, could you just unpack what the drivers were
wondering if you're contemplating any trade down in terms of features, automation, or lower ASPs
just wonder if you could unpack a little bit more the strength you did see relative to the fact that CapEx still is weaker
Full year guide would seem to imply some deceleration in the back half. Is that just a function of comps get tougher or some conservatism embedded around CapEx
Could you unpack the difference between organic revenue growth and ARR growth in the segment this quarter?
Is there any data you could share on new SketchUp user licenses and how that's trending
I'm wondering when you might get visibility into next year's component costs from your key suppliers?
it looks like organic growth for fourth quarter is implied in about the 8% range. Can you just discuss how you think about what's embedded around year-end customer budget flush or large deals