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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
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
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 maybe either a top line or margin headwind that let's say you're currently absorbing in your results that could potentially maybe reverse
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
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
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...
can you help us think through the -- if the economics in specialty change meaningfully for Corning
I'm wondering if we can just kind of dissect what the reason behind that might be
We just had some legislation passed that's taking away some of the incentives on renewables
Can you comment on where you've seen pull-forward activity within that customer base, both in the second quarter
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.
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