Tommy Moll

Was the down 30 in fourth quarter, is that a a volume number or a revenue number?

Is this participation in a demand response kind of program or what additional detail can you give particularly around the monetization opportunity

Are you able to share what the comp was last year? Or any other context that might help explain that comment

has anything changed there versus what you expected a quarter a couple quarters ago

I am just curious for whatever thoughts you can share there. On the future of outside of North America?

could you help us unpack some of the items that delevered this quarter?

Are you seeing any of your large heavy manufacturing markets, let's say, stabilizing or not getting worse?

I'm just curious to the extent you can comment on any different priorities or frameworks you might bring to the role

Does it seem like if we had greater policy uncertainty, there's some pent-up demand that can unlock relatively quickly

should this be accretive to ROIC, and what's a reasonable time frame for that to unfold?

if there's any way to quantify how big an opportunity you think that is to capture more of those spot buy needs

Is the driver there just the staggered dates of implementation for these increases

Any update on that outlook? It sounds like maybe not.

What can you do to frame for us what you view as your typical Q4 to Q1

you made a comment early about e-commerce and I think a nexus there with unplanned spend and opportunity to improve

you referenced the $600 million nonbonding notice to proceed, which was also discussed at the Investor Day

I wanted to ask about your progress with the hyperscalers. Just to level set, I think what I hear you saying is no orders in backlog yet

What all have you learned thus far in terms of the competitive dynamics there, the size of the opportunity?

on the recent entry into the data center market, it sounds like things have gone pretty well so far, but I just wanted to ask for anything else you can give us there

You put out a press release earlier this month with a lot of product details, so my question is really in two parts

How much of the TAM does this unlock for you, and what's the strategy to penetrate that?

Should we think of this as part of the regular cadence of negotiations you have with customers?

I think you added 110 last year across two geographies. Is that a gross or a net add number, and what do you have baked in for this year?

Looking ahead, are there other big geographies where you are contemplating a greenfield opportunity or a substantial increase in an existing footprint?

Are you targeting different types of sellers than you have historically? And if you think about the average tenure of the folks you're hiring

Is the simplest answer here, not just that 400 to 500 is an average, but you're really gonna punch above that in times of stress in the market

The $40 million sales impact that was over what time frame? And then the 20 basis points operating margin impact

could we end up in a world where 2026 pricing on High-Touch is, I don't know, 4 points or better

Good update this quarter. It sounds like you did some pricing optimization and then also reduced the SKU count

are there new lanes that you're identifying where you can lean in and once again exploit some of the scale and sophistication

I wanted to ask about what's assumed in your outlook this year on government spend

the 400 to 500, I believe, is unchanged from the prior framework. If we look at 2024, you were a little bit below the low end

what more can you tell us about what is driving that strength, and what are you embedding for your assumption

are there any elements that you're seeing unfold better versus worse than the original plan?

How much of that is price versus volume?

does it still feel like that's gonna be possible in the year ahead

should we think of that as an accurate reflection of the underlying demand, or is there a little bit of help from perhaps a restock?

Is it a fair characterization that in reducing the organic guidance for this year, the revenue guidance, it was entirely within the Utility segment, but that the shape of the recovery is as expecte...

Have you commented explicitly on what your organic earnings algorithm is?

would you say things have gotten better, worse, same in terms of the earnings expectations for this year?

what, if any, impact do you contemplate for this year's earnings?

in this particular environment, I'm just curious what your discussions look like given the uncertainty?

my question today is whether anything has changed or whether you're learning anything

What can you tell us in general about the pipeline for this year?

are you able to tell, let's say, in 2024, what their, I'll call it consumption rate or install rate of these SKUs was?

I am more interested on the replacement side there what is your view on how market share has progressed?

Alok specific to resi, it seems like there have been some different strategies year to date.

specifically emergency replacement, I think you used the word momentum earlier. What additional details can you share there? And what inning are we in

can you give us any sense of how the volumes have progressed year-to-date, just observing other data points across the industry

Last quarter, there was conversation about maybe a mid-single lift increase in your deal, something in the low single digits range. Is that still a reasonable bogey

it sounds like destocking is nearly entirely in the rearview mirror here. So in the Outlook you've provided for resi volumes, would one-step be implied up for the full year

anything you can do to frame the art of the possible or what's reasonable here. Are we thinking low single digits just on a percentage

Is there a finer point you can give us on the direct versus two-step expectations? It's only a quarter, but the comps there are substantially different

I heard you earlier say that you ended up removing all or a substantial portion of the surcharge that was, I guess, announced in second half of April

mentioned there were two increases effective early in the second quarter. What additional detail can you give us there

Are we still thinking 10% or maybe 10% plus, there's at least one OEM in the market that's less disciplined than that

Does it feel like anything has maybe ticked a little bit higher?

Does that assume some incremental price realization? And 26?

do you think that fraction is higher, lower, about the same as today?

are there any variances to your typical planning cycle around the mid-20s conversion that are worth pointing out?

What's the time line look like there or when assuming continued top line progression, you can start to see some positive margin dynamics?

To what extent are tariffs driving those conversations? Just generally, even in terms of uncertainty around what lies ahead

strategically, how does that evolve your thinking in terms of market share opportunities or threats, supply chain decision-making?

I wanted to ask about the comment made on some recent investments in channel

your organic growth guide looks very steady through the year, just a point less in Q1. So trying to understand

a follow-up for you on the share repurchase activity, pretty robust through the first half. What can you tell us about any plans to continue to deploy capital there in second half of this year?

to what extent is your guidance for 3Q and the second half still constrained by that memory supply? And to what extent do you have visibility into 2027 on that improving?

What were some of the favorable items you would call out that drove that outperformance in 1Q that may fall away into 2Q

Two-point, I presume you are just referencing a two percentage point hit to

is there any reason why you would not

Can you quantify what you're assuming for Elo from a top line perspective in Q4? And then if we back that out, what does the sequential quarter-over-quarter look like

There's been a pretty high-profile announcement recently in the fresh category from one of the omnichannel leaders. I'm curious, are you able to comment if your business should benefit

it's a slightly different emphasis than what you've discussed historically. So are there some things changing in that market that draw you to it

I wanted to follow on that and ask what you're assuming on large deal conversion. Maybe just related to what you saw in the second quarter as well would be helpful

Can you quantify or give us any detail in any other detail on conviction level and being able to stick the full amount of the increase

Today, has that visibility improved at all or would you characterize it in a similar fashion

as you look at the inventory levels with some of your key channel partners, what context can you provide there

as you rolled up your full year sales outlook, what kinds of assumptions were you making on large deals there