Tim Long

curious what you think as far as Arista's participation in more of these next-gen scale across networks

could you talk a little bit about kind of the economic model margins or anything like that, that we should expect as blue box

anything jump out that's different there relative to deals that are in more of the core, things like win rate, deal sizes, bundles, anything like that

How do you look about sustainability of that business, you know, over the next few years on the telco specifically side?

could you maybe talk a little bit about DCOM and see if you can, you know, somewhat scale that for us

talk a little bit about the breadth of customer base currently in that interconnect pluggable business. And to get to that level of doubling again next year

it sounded like hundreds of millions, maybe discuss a little bit the ramp of what you have in that one region

with traditional server guided to 60% for the year and storage mid single digit

as the business scales continually, it seems like you are maintaining that mid-single-digit operating margin, which is excellent. But as we see scale and all the diversification

as you start to convert more of the Neo Cloud and sovereign and enterprise, to revenues, would you expect to change to that mid single digit operating margin?

How should we think about the gross profit dollar move per server or the gross profit percentage?

How should we look at it? Any data points you can give us as far as the scale and the traction you guys are seeing on the customer side

Market share versus market growth, it seems like we're starting to see hardware that you're selling or systems that you're selling in maybe new use cases

Enterprise was really strong year-over-year and service provider was pretty weak

could you talk about some of the other economics that you see as you transition to DCS, things like deal sizes, win rates

could you just touch on kind of pipeline and how you're thinking about renewals and new deal activity heading into the end of the fiscal year?

can you kind of break down, you talked about the applications and the reasons there, but some of the other factors that maybe contributed and how you think the sustainability of that will be going ...

how big of a driver and how the ramp of these replacements will go

could you talk a little bit about the AI business? I don't know if you can scale for us how big it is currently, but more importantly if you can just touch on

where do you think we are with inventory, or ability to keep those numbers going? It sounds like there are some share gains helping?

when you think about the carrier business over the next few years, do you think that the cyclicality of the business has changed, and it's a little bit more secular?

curious how you're thinking about cyclicality going forward. I'm sure the visibility into the next -- into 2025 is very solid. How far does the visibility extend for you?

the Enterprise piece of the business used to be about 50-50 Enterprise-data center. I'm assuming that's giving a lot more to the data center customers.

there was a little bit of a downtick in the Americas business in the quarter. Could you just touch on what drove that

could you just touch on kind of channel inventory, what you're seeing there

Any color you have on the strength there, how it's looking from kind of repeat users or new install base for Garmin Ltd.

could you just talk a little bit about the offsets? Are we seeing anything different in win rates

Could you just talk a little bit about traction you're seeing with the as-a-service models more broadly

can you just kind of run through the businesses and give us a little bit color on that? Pipeline, whether it's product driven or geographic

can you just clarify that de-book comment that came in? It sounds like $700 million de-book of backlog. Was that a competitive loss or someone had double ordered

I wanted to ask a little bit on the move towards subscriptions in both print and PC

can you just talk a little bit about kind of price elasticity and what you've seen in prior cycles

I was hoping you could touch a little bit on that the larger hyperscale customer wasn't really excited as a part of the strength here

Curious how you see Jabil participating, obviously, PPU gaining a lot of traction and announcements at least over the last few months

Just give us a little update on you talked about some of the product breadth that you're seeing in that upside. Could you just maybe double click on that and also talk about kind of customer divers...

I was hoping you could update us on the transceiver business. Anything new on customer activity there

are you seeing some of these newer use cases and technologies as being fully additive to what's going on

kind of what's it doing for you? And then secondly, if you could just talk about software and services, 37% on a year

you talked about it being stable, but it sounded like double-digit growth in the quarter. Was that largely just the compares

walk us through the moving parts around how we should think about that incremental margin number

what you are seeing in pipeline to get confidence in the second half

Can you just kind of update us on what kind of new activity you are seeing there and how meaningful it is for the business

I was hoping you could kind of walk us through the top three or four use cases and kind of where you are with customer base

Should still be this kind of slow and steady up and to the right or is there something that would accelerate that transition

I just wanted to follow-up on the software services up to 39% of revenues here. Maybe just talk a little bit about that evolving part

Could you maybe expand a little bit on how big that business is getting for you and maybe some examples of newer areas

could you talk a little bit about kind of what drove that? Was there one-timers in there, particularly in Video with the big order

how you are thinking about federal as a TAM going forward

Good to see a nice-sized order in the quarter. I think you had been looking at about 20% growth for the year. Just curious, given all the developments around unmanned vehicles, if you think there w...

SPX has been out for a little while. If you could just maybe give us a little sense on how that's doing

can you just give us a sense of what you're seeing as the real puts and takes and what could keep this growth rate above where it had been historically

Could you guys talk a little bit about what you think that will do from a ramp -- revenue ramp perspective

just curious how you are thinking about sustainability of the growth rate there

the gross margin in the Public Cloud was really high, I think, kind of above ranges. So Wissam, if you could talk a little bit about profitability of that business

Talk to us a little bit about going forward how you think we could potentially break out of that range?

a lot of talk about NAND, but HDDs are tight and going up as well. So is there what's the impact on the business of QLC being used more than hybrid or maybe more than TLC?

Do you think that high teens is sustainable? Or can some of these newer offerings help accelerate that number

Could you talk a little bit about what NetApp is doing to try to convert the rest of that installed base and what that would mean for financials and margins

could you just talk a little bit about what you're expecting mid to long term from Keystone, given how successful the public cloud business has been?

I was hoping you could just touch on product gross margins kind of what kind of outlook there with NAND prices moving around? And you know, macro and competition?

George, you mentioned some big deals in the pipeline. Just curious how we're gonna see kind of acceleration of revenues and EPS growth through the year? What's kind of the level of visibility into ...

Pretty strong results Q-on-Q and year-over-year. Just curious what drove that and what's the outlook for that business