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What's driving the strength over here? And just sort of the durability of the growth rate we saw in December would be helpful to understand
your comfort in securing the bit that you need for shipment and b, how do we think about memory inflation flowing through Apple's model over time
Could you just talk about what resulted in the weakness over there? And do you think it was a bit more of a pause given iPhone Air
Can you just walk through the expectations for the December quarter. I think it implies up 30 basis points or so sequentially
did you see any impact that was notable from the Epic case and the steering dynamics that came after that
how do you eventually think about offsetting this headwind to your P&L? And when do you decide to execute on the levers to offset this headwind
do you folks expect services growth to remain in the double-digit range as you go into the back half of the year
you sort of had a statement that there are certain unique factors that benefit you in the June quarter related to that number. Can you just talk about what are these unique factors
You folks are guiding gross margin is flattish on a sequential basis. Typically, I think it tends to be guided up a little bit, 50 basis points, so sequentially
Can you just add a high level, just talk about the durability of growth that you see in emerging markets? And then do you think the summation of these emerging markets are starting to get big enough
Can you just talk about your ability to participate in some of these buildouts as they happen, be that on the DCI side or maybe even beyond that
what is driving that kind of deceleration? Because certainly, if you look at things like your purchase commitment
what are you seeing specifically that's enabling you to raise your guide from 17% to 25%
can you just talk about how are these customers in aggregate progressing for the back-half ramps
there's always this concern around the impact of white box vendors to your revenue growth
there's this view, I think, out there that Amphenol is driven more by
How much of that do you think was driven by the traditional IT Datacom markets doing well versus AI?
can you spend some time talking about how do you think about the durability of growth on the AI infrastructure side
Can you just spend some time on what is enabling this size of organic beat? And given the discussion you said on tariffs
just the durability of growth you're seeing on the AI front will be helpful. I think $5 billion of orders is extremely impressive
Can you just help us think about the mix between Silicon One versus Optics in the book
Mark, you just touched on the gross margin decline in April. I assume it's all memory related
there way to think about how much of that do you think is optics versus systems
what do you think normalized security growth could look like once this mix stabilizes
how much revenue contribution are you embedding in fiscal 2026 from AI
how do you really think that opportunity on the enterprise side shape up
how should we think about the growth rates as we move forward on AI orders or AI revenues
it implies revenues are up 3%, 4% sequentially, but operating margins are down 50 basis points
Are we expecting it to start converting into revenue this fiscal year? Or is that more of a fiscal 2026
Are these mainly switching in optical wins? Are you seeing wins other products
what drove the strength of better performance in free cash flow in '25
is there anything that could preclude free cash flow from growing a few points higher than sales growth
what are you hearing from your customers at this point given what seems to be a very volatile macro tape
I'd love to understand how big is the federal business for you folks
if you could just provide some context around linearity and how that could play out, maybe you can talk about H1 versus H2 perspective