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how you would weigh the tier downgrade pressure between macro-driven budget tightening versus competition?
can you say whether or not you've observed any signs of wallet share loss either directly through properties being moved off the platform
can you help us understand what's driving the growth decel in the second quarter to 10% and your confidence in the implied acceleration
talk about your approach to managing margins over the coming years, where you think core commercial margins might go
I think it would be helpful if you could maybe quantify where the pricing floor is in the Connect channel
I wanted to double click on the traction you're seeing with traditional depositories, particularly for Flagstar, what drove that win?
what the Figure Connect monetization looks like relative to first-party assets—anything to help size that math would be helpful.
If you could just discuss the strategies you're leaning into to drive adoption there.