Steve Fox

how do you think 1 plus 1 equals 3 between you and CommScope as you now include commercial buildings in your portfolio

can you just sort of talk about sort of the management challenges?

the harsh environment and communications incrementals were 40%. Obviously, volumes are helping, but what else is helping produce that?

can you sort of describe to us what's changing in sort of the tech road map for Amphenol that's driving the margins?

If you could talk about your transceiver portfolio, and how that's contributed in some of the strategies behind that

I was just curious if you could sort of give us a report card on whether that's sort of par for the course now

You mentioned some expedites, deflationary pressures, moving capacity around. How many of those dynamics to -- or how do those dynamics play out differently

if you could flesh out the storage business a little bit more, the underlying dynamics of the 4% growth

you seem to be pushing more and more assets towards U.S., North America production, and I was curious how you feel about international markets for Corning Incorporated in the coming years

I was wondering if you can give us your fiber market share by region at a couple of decimal points

your pricing power in uncertain markets and how you think all this plays out versus competition

it seems like physical AI is not just a buzzword anymore, there's a lot of investment going on. Can you -- do you have any programs that you could sort of highlight

are we past the peak drag in like all the manufacturing reconfigurations and capacity coming online

It seems like, Mike, you were coming off a peak capacity constraints in the quarter, and yet you still produced 40 basis points year-over-year improvements in margins

how are you planning out beyond this year for capacity in order to continue to grow that cloud business

what's the prospects for maybe us more aggressively to accelerate that growth since it's such a good contributor to profitability

could you guys unpack the gross -- the operating margin guidance for the new fiscal year? It looks like sales are going up about $1.5 billion and margins by 20 basis points

can you add color just on the product pruning and also the investments in AI, whether those are like material headwinds

when we think of a large competitor of yours that is more of an OEM play on power? How does Jabil compare within that sort of range

how do we think about just managing all of this growth

if you could expand on the comment, Mike, that you made about GPU racks and liquid cooling continuing to accelerate

how confident are you that you have a good handle on what EV production could be like for second half of the year

as your largest cloud customer moves to a new silicon, like what does that mean for Jabil in general

can you talk a little bit more about the US footprint from a two perspectives

how much revenue growth in the quarter and going forward is related to just higher ASPs

can you maybe talk about how much replacement demand you're seeing from customers that were looking at maybe lower-end AFAs now are going into hybrids

can you just give us a sense for ability to procure HDDs at this point going forward?

is there a risk, I guess, that you run into next year sometime? Not saying first quarter or second quarter, but is there a risk that at some point that the lack of supply hurts overall demand

how do we think about the pressure included in your margin guidance from passing through higher cost input material costs for the year?

Has that at all affected the competitive environment? And given your comments about NAND pricing going down

if you can expand a little bit on the comments around the partnership with Google Cloud and how that's driving more highly

is there any kind of values that we should think about in these negotiations, whether it's sharing of cyclical risk

has anything to do with what seems like a rising cost differential between HDDs per gigabyte and NAND

how much of that -- like obviously, the supply demand environment has tightened over the last year

It seems like hard disk drives is going to become more of a bottleneck to some of the expansion plans for the cloud guys

What kind of seasonal warnings would you throw up, Gianluca?

as you go towards 36 terabytes, what changes in how this technology hits the market?

Are you seeing conversations with customers that there's a lag effect that maybe we see an acceleration in growth? Or is 10% type of the number we should think about?

when you're passing them through, are you able to pass the higher cost of metals through on a similar time line as you have in the past? And from -- the real question is, when you think about suppl...

how successful you feel you are in just keeping up with demand? And what kind of investments do you see yourselves making

The stabilization, I would say, is good that we're seeing. I would tell you last time we were together

I was wondering if you could help us maybe reset a little bit on the new segments that you're switching to this year

is there any commentary on how successful you were in terms of maybe getting out more exabytes during the quarter than originally planned for

I was wondering if you could maybe talk about the revenue per exabyte in the quarter compared to last quarter and a year ago in the sense that how much of the change quarter-over-quarter and year-o...

I'm trying just to right size how we should think about free cash flows relative to net income going forward

is it the fact that they're pushing harder on you that you're then pushing harder on your development team to get these higher mix products out

I just was curious if you could sort of give yourself a grade on the free cash flow for the quarter. It seemed pretty good to me at 78% of net income

how you're managing those against all the demand you're seeing? Do you feel, like, you're deemphasizing those