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when you talk about needing additional GPUs, do you need more to satisfy the new deal, or is that more related to the building pipeline?
It'd be great just to get a better kind of outlook since for growth expectations on those 2 pieces in 2026, how that folds in?
this 30% adjusted operating margin level, is that kind of the right framework to think about as we kind of move into next year?
Is it principally access to black well GPUs? Or are there other parameters and facets of the partnership
just help distill down what's really setting you apart in that market, allowing you to take share?
Nice to see the better margins in the quarter, I mean it sounds like you expect to dip back down in Q2
the tone of conversations you're having, what kind of the pipeline looks like, just kind of the activity level you're seeing
how much of that relates to higher memory cost and inflationary pressure versus just trying to meet customer demand
it would be great just to get a sense for where you saw the highest levels of customer engagement and interest
Is that something that could double this year? I mean what's kind of the -- what does the pipeline look like?
I want to focus on '27 and '28 and maybe better understand the confidence and visibility to sustain similar growth rates
if you could help us just understand kind of what really underpinned the counter-drone success
What's the conviction confidence, visibility and agencies have enough budget to be able to adopt this at a rapid pace from here
any other color as to exactly what they're utilizing? Are they utilizing body-worn cameras? Is it Fusus, is it both?