Ruben Roy

how are you thinking about the operating model relative to operating margin as you get over $6 billion in revenue

How should investors think about your strategy? Is it sort of a neutral strategy and you'll work with accelerated compute providers

I had a quick question, I hope on a comment you made during your prepared remarks about collaborating with a customer on next-generation agentic AI solutions

IP was up, I think, 30% last year, 40% last quarter, another 25% this quarter

these, I'd say, accelerated pace of recent tuck-ins on the IP side. It sounds like they are opportunistic rather than customer-driven

just around the Entity List, wondering if there had been any changes. It seemed like there were additions to the Entity List kind of going into the end-of-the year

How much of that is in the new guidance versus just continued sort of growth across, you know, the existing relationships that you have?

Are the discussions that you're having in the wins with the new hyperscalers similar?

Is that something that you folks might be looking to potentially divest or just no more investment and just kind of run rate that out

this term scale across is popping up more and with NVIDIA talking about a dedicated switch for scale across

it seems to me, you know, from the prepared remarks and what you just said, you know, that you're uniquely positioned given that you have both aligned systems and the pluggables

opportunities longer term and, you know, any detail on use cases that you're talking to your customers about and, you know, how you're thinking about that in terms of growth

CPO an opportunity, a threat or neutral?

wondering if you have some updated thoughts for us on, the Huawei potential for Huawei replacement across various geographies now that inventories have normalized

Are you seeing, you know, kind of competitive modules, you know, becoming, I guess, more prevalent, you know, in the bake box, or is that not the case?

Wondering if you're thinking about DSPs in, you know, kind of more standard DCI, ZR, inside coherent DSPs as an opportunity, you know, over the near to medium term

How are you thinking about allocating capacity across some of these sort of, let's call them, newer growth areas

Are those ramps tied to NVIDIA specifically? Or are there other customers contributing to those initial scale-out CPO

what are the margin implications as you approach 40% gross margins here on the modules themselves?

how are you thinking about content CPO relative to the strength you're seeing currently with 800 gig and the nascent 1.6 terabit module strength?

Should we think about those as being sort of the initial applications? Are you starting to see a broadening today of some of the other applications

Was that mostly driven by DCI or were some of the traditional telecom products also a little bit better than you had thought?

I'm wondering if that's an area that you could maybe accelerate, and if so, how are you thinking about sort of build versus buy

Does this help you, do you think, in terms of content per rack and gaining more server rack business by having this

Is there any change to I guess, on your sort of thinking around overall spend in the capital equipment market relative to 90 days ago

Has anything changed with the way you guys are thinking about 800 gig versus 1.6 terabit module mix this year

Is that still sort of relegated to a single customer? And just sort of momentum at that customer? Are you seeing a broadening of orders from multiple customers

I would assume there's demand for those lasers in 800 gig transceivers as well as obviously 1.6

Could you give us any more details on what it is that's short? Is it related to transceiver specifically

I'm wondering if you could talk about the mix there and if the headwinds that you're, you know, sort of seeing in the pragmatism is across, you know, the mix

just walking through the three challenges around the IT business. Just kind of thinking through export restrictions and design starts in China and then the foundry customer versus the roadmap

is that something that changes your business model in any direction, or inflection in some sort of way?

can you uh, tell us about the impairment charge during the quarter? And was that was your related to and then, finally on CapEx

how are you thinking about AI impact if any, on the Edge IoT business. You've talked a lot about the smartphone side of it