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Can you just give us an update on how you're thinking about the portfolio optimization strategy going forward
Can you talk a bit more about what this entails and what we should expect to hear from Baker over the next couple of quarters?
Can you talk about the opportunity for Baker on the data center side? And maybe also share thoughts on how you think the macro could impact the IET order flow
I was curious if you could walk us through the moving pieces to get to the 20% target for OFS this year and on the IET side for 2026?
How should we think about sort of the C&I margin progression, given obviously the strong growth
how do you think about just the penetration rates you're seeing and kind of just sort of the growth rate you would expect over kind of a multiyear period
Are you seeing any shift in that? How should we think about this over the next several quarters
Are your customers willing to take diesel if you have any diesel available? How much are they thinking about the price arbitrage
if you think we have enough activity right now to sustain production
do you what do you think about, like, the fourth quarter was stronger than we had thought and there was less downtime
We're hearing that frac activity is below levels to sustain U.S. production. And I'm just curious kind of in your conversations
how do you think the competitive landscape has changed? And do you think that aids in your ability to continue to gain share
it feels like [ C&P's ] kind of step down like double digits in 4Q to get there. Is that accurate
what is sort of the pricing strategy to kind of maintain margin in that environment
how do you think about something like VoltaGrid and whether that's a more commoditized service
Can you talk about what you're seeing right now kind of on the pricing side and maybe even if there's any color you could give on how these longer-term contracts
I'm curious what you're hearing from customers and this is probably related to sort of your customer mix versus others
is there any concern around the power gen being pulled out-of-the oil patch in any large ways and then increasing kind of the underlying price for power-to-power e-fleets
Can you talk a little bit about your views on the resiliency of that business versus other parts of the company?
How do we think about you sort of stress testing that against the uncertain macro and sort of preservation of cash and balance sheet
when we think about the -- maybe the margin profile of the different segments in 2025, can you just give us some flavor for how you're thinking
Just your perspective on what's happening in Mexico, what you sort of think about when you think about Mexico and maybe the prospects for a recovery