Will Stein

I think you mentioned data center power management in the prepared remarks, but I'm hoping you can dig into this

Should Amphenol have -- should we think about the company as having similar ability to succeed in all of those technologies? Or are there certain ones of those where your opportunity will be more l...

I imagine, must have in it some extended duration orders in the backlog

if there's anything afoot to extend what you're doing there beyond the IT Datacom end market

I wonder if this might be a time to revisit that bogey. I think historically, you've talked about 25% fall-through

I'm wondering if maybe it's time to revisit that target, and perhaps think about a higher contribution margin level going forward

in terms of industrial automation, are you seeing any improvement there and to the degree it's still weak

Can you comment as to how far along you are in the process of converting customers to the subscription model? Is that close to complete?

it seems from the news headlines about tariffs and about Deepseek that there may be some disruption. Some customers and some other complementary suppliers seem to feel a bit paralyzed perhaps

does that change your interest level in M&A? And does it change your focus area of potential M&A going forward

It sounds like that was equipment, but I wonder if there was any inventory in that as well

any estimate or best guess as to when the underutilization charges and inventory write-downs get to sort of a normalized level

we shouldn't see higher gross margins than the product gross margins you're referring to from utilization unless we get above 90% utilization

If sell-in and sell-through sort of continue in September as they did in June, you should be pretty well aligned by the end of the quarter

Product gross margin, as you highlighted, was 66.3% and your long-term target is lower than that at 65%

Can you talk about your competitive positioning in China going forward

the green shoots as you characterize them and the uneven way that they're playing out

what sort of the what's the actual rate of end demand even if it weren't really growing much

you noted in the press release that you passed the $4 billion target, you're now working to $6 billion capacity, maybe you can update us as to the strategy around geographic placement

I wanted to ask about was to comment on the product development and revenue trajectory in 3 areas

Is it fair to say that the only thing that's really going to cause that to stabilize and lengthen is your extending the lead times

I wonder what your customer – either established customer or emerging customer reaction was to this

I wonder if you'd help us understand if there are any direct as in unit costs and unit pricing impact that's influencing your Q2 guidance?

Should we expect microcontrollers or any other digital sort of logic technology to become a bigger part of your revenue

I think historically, you haven't talked about any exposure there, but my best guess is that you have something in that market

A couple of other suppliers have discussed this EV incentive expiry in China as damaging their Q1 outlook somewhat

there's been some discussion about some elevated competitive dynamics in the infotainment part of your autos business

I'm hoping you can remind us about the strategic purpose of the recent acquisitions

I wonder if you're seeing that influence your go-forward view of this market

If customers continue to choose chips over modules, does that influence your long-term thinking about the attractiveness of this market

Book-to-bill was slightly below 1, and it looks like that's driven by Transportation. Can you talk about what's dragging that?

We've heard quite a bit about cross licensing technology in this area. I don't think that's new to the connector industry

the sequential decline in comms orders despite the strong results and the comments about growth next year. Perhaps this is just anticipated lumpiness

I'm hoping you can provide some details for investors about which party is going to take responsibility for each aspect

how do you manage the division of efforts and recruiting and talent and capital between these 2

Can you update us on what we should expect this thing to actually look like

Are you seeing either based on customer willingness to place the orders or of your own lead times to customers, have you seen an extension in the orders further out

Would you be able to disclose the book to bill to us? And maybe even more interesting, has the duration of your backlog changed at all in the quarter

if you can remind us or update us as to your current and maybe future anticipated exposure to the rapid growth AI markets

One of your somewhat smaller competitors in analog and and embedded for similar product profile, perhaps a bit more narrow

I wonder if you could talk to us about the breakup between in growth between pricing and volume, specifically as it relates to tariffs