Jim Schneider

could you rank order the relative growth rates you expect for both foundry/logic and DRAM?

you would expect gross margins to potentially step up in the back half of calendar '26 as you get more revenue absorption

can you maybe guess which one might grow stronger than the other and which one might start to recover first

do you see the decrease in visibility there being extended well into 2026? Or do you think that is more of a short-term thing

I noticed in your disclosures that you saw a material step-up in related party revenue

As we look into next year, is it fair to assume that those are mostly targeting inference applications or not?

I'm just wondering if the Q1 is a good jumping-off point for the growth rate you expect for the full year something maybe a little bit less than that?

how you view the universe of additional prospects beyond the seven you know, customers and prospects you've already identified

maybe outline the path or trajectory you're expecting for the consulting business throughout the year

would you consider undertaking a somewhat larger, transformative transaction not quite as big as you did with Red Hat

do you think there is potential for improving both organic and overall software growth heading into 2026

are you seeing any kind of significant softening in, say, the consumption portion of the portfolio, either Red Hat or otherwise

the context is IBM tends to lag the Consulting business relative to some of your peers, but what is the level of confidence

which are the products of the ones you mentioned that you think are really going to be sort of standouts

Have you heard any kind of incremental interest from your customers in China or from the government in terms of promoting more onshore solutions there?

do you expect the growth in foundry logic to actually expand substantially into the back half of the year such that growth those growth rates would be closer to matched or not?

Is that something that's more on the inquiry level at this point? Or are you actually seeing that either in your order book or in the form of forecast

confirming mid-teens is the right level for service growth in 2025 and maybe give us a sense about whether that could accelerate next year?

when do you expect that your customers are gonna sort of pivot from NAND upgrades to more greenfield NAND capacity additions.

I was wondering if you could maybe just give a little bit of color on the NAND market and what you're seeing.

do you have confidence that Lam's business can actually grow in 2026 even if CapEx is not up for the broader industry?

what are some of the key application areas that you believe are most likely to drive that inflection

In the past, you've talked about roughly 40% of your shipments tied to AI inference

how you view the Rubin product transition going forward

do you see any evidence of consumers less willing trade up or even trading down or consumer credit quality issues

is the buyback guidance you have provided independent of any inorganic activities you might consider, or is it contingent on it

I'm wondering, if you see any opportunities on the horizon here that could jump start sort of top line opportunities, whether that's from a fiber connectivity for AI

some of your competitors in the cable space are getting a little bit more aggressive on pricing. It sounds like you don't see the need to follow that

what environment you're seeing right now in terms of gross adds thus far in Q2

do you think you can sort of maintain this pace of high-speed Internet fixed wireless additions above 400,000

how are you thinking about the overall broadband environment we're set into this year from a net add perspective

how are you thinking about the potential pace of buybacks you're going to execute in 2025

Do you think inventories are at a pretty good place either from a days or dollars basis? Or would you expect to want to take them down a little bit further at this point

Can you maybe talk about sort of the prospects of a return to growth or a turnaround in the personal electronics and communications end markets

can you maybe kind of speak to the capital return portion of this? Obviously, your free cash flow is better than what might you do differently

Could you maybe comment on some of the end markets, whether it be personal electronics or enterprise systems or otherwise, that you think may have gotten a little bit ahead

I think you talked about a softer move environment

you could talk to the broad sort of behavior you're seeing from consumers from March into April

can you maybe give us a sense of the $1 billion pipeline of sales? When do you think we're going to see