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can you help us understand how you're thinking about the overall kind of smartphone market demand, particularly given where memory prices are headed
kind of like LTAs in the marketplace? I mean, is that an option as we move through the year? Or is it more spot-based
is there an opportunity to see some maybe upside from an attach rate perspective given the strength in the iPhone portfolio
Can you help us understand sort of the tariff impact sequentially from the September quarter to the December quarter
Kevan, I'm just trying to understand a little bit more about the demand drivers of iPhone in the quarter because obviously, the 16 has been in the market for some time
would love to kind of get your thoughts on how you're thinking about China versus the rest of Southeast Asia and India going forward
can you maybe update us on your thoughts on how you're thinking about your resiliency and redundancy, following the change that you guys talked about earlier on the call
But no quantifiable impact on demand to date, at least from where we are over the last month? Is there a way to kind of think about that from early April to early May
Where do you think we sit in terms of, on the services side at least, where margins could go? It looks like the 75% margin has been incredibly successful quarter
how do we square kind of the momentum versus kind of the iPhone business effectively really kind of unchanged over the last couple of years
can you help quantify sort of both the revenue impact and potential kind of gross margin impact embedded in your guide from the memory dynamics and the constraints
It doesn't leave a lot of room for growth in the core business outside of AI and campus
can we talk about the competitive or maybe the technical opportunities with scale-out with Jericho 4
how you're thinking about the impact of tariffs. Obviously, product deferred revenue is up sequentially
How are you thinking about how that plays out in '25 and beyond? There's some wins out there
it certainly sounds like the over $5 billion of order numbers sounds a bit conservative given the momentum
does that suggest that the timing from a revenue recognition perspective shifts into fiscal '27
what's driving that? Is it a competitive is it just better for competitive products
is that part of the strategy going forward is to upgrade those as soon as the money starts to free up
AI could add, you know, about two points of revenue growth to sort of the networking business. In '26. And is that kind of the right way to frame it
can you help us frame from a gross margin impact, is it a 50 basis point headwind in your guide for fiscal '26
maybe the risks out there from some of these other alternatives like DeepSeek
it looks like ex Splunk enterprise orders maybe decelerated a little bit sequentially and the strength in, I guess it looks like the Americas was mostly SP and cloud