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do you think in such times of dislocation that Apple Inc. would be strategically more focused on share gain
is Apple Inc. thinking about broader monetization in the agentic AI world?
would pricing be a lever that you would be willing to pull or push outside of every other thing
third-party data is showing a notable deceleration in App Store growth, maybe 7% in December relative to your 14% growth
do you think that you will be exiting December at a point where you wouldn't be constrained anymore? Or do you still expect that there could be constraints
I didn't hear Search explicitly called out. So maybe it's a little bit of a follow-up to Ben's question
do you think that would happen and rate and pace in which? And how do you think Apple is preparing in that case
Is there any way for us to dimensionalize sort of -- or maybe just conceptually talk about maybe options if, if the counter were to happen, if the payments were not allowed
could you share any color around what you have seen in developer behavior in areas like Europe where there has now been emergence of alternate app stores
how should investors think about the gross margin trajectory as you source more from the U.S. in particular or other supply chain changes that you are making, including in India
I was wondering if you could maybe address more broadly if channel inventory across your different product lines and regions? Do you feel they're elevated or out of range
how should investors think about maybe either a top line or margin headwind that let's say you're currently absorbing in your results that could potentially maybe reverse
how are you thinking about the share and competitive landscape and the potential to have perhaps similar share in scale-up solutions in optical over time
should we be expecting the traditional sort of you know, enterprise-centric market
can you talk a little bit about the opportunity that you see on the power side as these AI data centers
Would you say that, that was something that happened just in 2Q? Or was there some of that in 1Q as well
Do you think there was any increased level of disconnect, between your shipments relative to end product shipments
Can you just help calibrate if investors should think that second half revenues in AI could moderate for Amphenol
what is your take on the magnitude of the variation in IT budgets, for this year
if you have either seen material elasticity both on CSG and ISG side
how much of of your conviction and growth is predicated on some of these neo clouds being able to procure financing
it seems like the profit flow-through will improve quite significantly as you go into the fourth quarter
Are you assuming any impact from tariffs in your numbers at all? And and and for my question, given the significant ramp of AI servers
could you talk through the fiscal '26 guide? And what sort of maybe some of the assumptions that are incorporated beyond what you stated?
you noted AI revenues would be down quarter-on-quarter in 3Q. Can you talk about how we should think about Q4 as well?
if you could maybe characterize the state of supply-demand balance in the Optical Communications market
are we entering an environment in Optical where you could eclipse gross profit margins
you noted that there are similar long-term agreements with other major customers to dedicate capacity. Could you help us think about if any of that is already baked into your SpringBoard plan?
Is there a pricing element, Wendell, that we are not yet maybe seeing that potentially as you are talking about these fairly massive amounts of demand coming in, would that change the economics aro...
I'm wondering if we can just kind of dissect what the reason behind that might be
can you help us think through the -- if the economics in specialty change meaningfully for Corning
Can you comment on where you've seen pull-forward activity within that customer base, both in the second quarter
We just had some legislation passed that's taking away some of the incentives on renewables
is this largely an OpEx ramp? Is it a pull forward of any demand that you're seeing?
could you also address maybe just your visibility in GenAI orders?
Would this core rate be static again for a few years as you have had in the past?
I'm curious what your view is on DeepSeek's impact to AI build out more broadly and for Corning in particular.
should that not be driving much better seasonality and sort of a higher outlook in fiscal 1Q
can you maybe just talk about some of the early progress on integration and go to market changes that we should expect
Your guidance implies over $2 billion year on year growth in revenue. But at the midpoint, almost a $150 million year on year decline in operating profit dollars
can you maybe give us some sense of how your AI pipeline is shaping up, given that the backlog levels kind of dipped in the quarter
Should we expect the usual bounce back in Q4 or will the commodity price increases, whether it be resin or other areas?
Supplies revenue flat constant currency. it is a lot higher than your long term expectations
what you experienced in actual memory pricing impact that you realized in the quarter
Is that all volume commitments and pricing negotiations still open? And has the frequency of those price negotiations changed at all
your free cash flow guide for next year is flat year on year despite the margin pressures you alluded to from increased memory pricing. What are some of the elements offsetting these headwinds
how do you think about price elasticity in a somewhat weaker consumer market? How do you think about despeccing and any other sort of strategies
Below normal seasonal trends in the back half of this year and then even projections for a decline. You're kind of saying something very different
are you thinking that the range for these print margins is sort of going to be in this long-term range that you've given because you seem to be tracking at the higher end
How much of this tariff impact do you expect to offset from pricing
What gives you confidence that your moves, given sort of we still don't know where reciprocal tariffs might end up
that's a very material increase in earnings, I think 33%, which has never happened historically, despite other times when you have done restructuring
could you just clarify if it's a 10% tariff that you're incorporating in China or there's some news this morning of an incremental 10%
Why should we not see a higher improvement in free cash flow next year? Especially as you're starting to expect PCs to grow
Your -- typically your first quarter EPS is about 25% of the full year. This year you're guiding to EPS that's closer to 20%
is IBM's appetite for M&A changing now that Confluent closes behind you and given the broader
how are you seeing the growth trajectory for the remainder of the software portfolio as we go through 2026
Are you anticipating any potential pressure on the server refresh cycle from higher memory pricing
Are we hitting some kind of inflection that we should see meaningful upside into 2026 on the AI front
organic growth decelerated in the quarter to maybe between 3% to 4%. Could you confirm that
How we get to sort of this double-digit software or approaching double-digit software contribution
would love to get your thoughts around M&A, particularly as we maybe enter a period of relatively low regulatory overhang
can you can you talk about your or how you are seeing your large deal pipeline evolve
if there's any concern around supply availability, which is causing people to perhaps prebuy, perhaps prebuy ahead of some of the price increases
There's been a lot of talk about memory companies coming back to renegotiate pricing at a faster rate, not necessarily honoring all the LTAs
how much of that is predicated on some of the flexibility you have in pricing given the supply that you have secured versus product portfolio mix capability?
what's a natural ceiling with for this business?
should we expect that operating leverage benefit to continue in the back half of the year as well?
Can you just talk a little bit about some of the variables in that gross margin guide for Q2 that might push you lower on a quarter-on-quarter basis?
you noted in your prior answers that there were some large deals related to AI infrastructure. Can you just share some color on where these are? Are these at tier two CSPs or hyperscalers?
Are you derating your full year beyond that also on sort of macro? And on tariffs, it sounded like you're embedding some caution related to demand
how should we think about how you're going to deploy this cash beyond sort of the next 12 months
Can you maybe help bridge the drivers between mix and price?
Can you talk a little bit about how you're managing pricing in this very constrained environment?
you guided revenue slightly below consensus for the September quarter and your DSO also jumped up
In the June quarter, you're guiding a similar gross margin expansion, but nearline, I think, should be up quarter-on-quarter. So why are we not seeing more upside
share your view on where we are in the cycle and anything that you see that could cause the cycle to turn in 2025
is that with the same leading CSP that you qualified the earlier HAMR drives? And any color that you could share on HAMR units?
The content growth in the 4% to 6% range for the year, that indicates a meaningful acceleration from this past quarter. Maybe you can share some color on what you're seeing that's going to drive th...
could you share some granularity if these programs are NVIDIA-centric, or are they TPU- or other ASIC-centric? And any color on signal versus power?
How should we think about the potential for gross margins for you and for this industry to actually expand further from here? And if you could comment just on the new basis of accounting, how shoul...
Any thoughts on early puts and takes on fiscal '26 and sort of this momentum of high teens EPS growth
can you address how you're thinking now about content growth for the year given your commentary on production trends getting worse
if you could talk a little bit about some of the levers that you can use if tariffs do get implemented
I was hoping maybe you could unpack your comment on the content outgrowth in Asia. That sounded closer to 10 points of outgrowth
does it really mean that the seasonality in the business is going to be materially different
what would you say was the biggest driver between those 3 elements. And as we look forward, where do you see the most opportunity
have you seen anything in your order patterns to suggest that or is this sort of more anticipatory in terms of what could happen
as you look into the September where you're calling out the 14 weeks, any parameters you can help us think through in terms of revenue and OpEx
as you think about some of the actions that you're taking from a supply standpoint, what kind of assumptions are you making around demand recovery
Can you talk about just at a high level where we are in the HDD cycle overall, I think, Dave, you said in your prepared remarks a few times that demand is exceeding supply