Loading…
Loading…
I think your original expectation was for backlog and for SRAs to be roughly around 60 gigawatts and you ended at 83 gigawatts. Now you have an expectation of 100 gigawatts by the end of 2026. Scot...
maybe you can double-click a little bit on the commercial limitations that currently exists under your agreement. And then as you kind of think about getting after that $80 billion addressable oppo...
I want to try to square something actually on your new equipment orders in Power, saw that you guys booked roughly about a little over 5 gigawatts
we often get the question on cancellation risk. Just given, you know, the gyrations that we're seeing particularly from the data center market
As you're looking out for 2025, Scott, any thoughts around how much that backlog can build
could you potentially see additional announcements on the portfolio?
how are you thinking about the time line for a decision to be made on that piece of the business
the relationship between the tariffs and the demand contingency
has there been any update on either the one-time costs or the stranded costs that you can give us any more information
relating it to the demand contingency that you've baked into the guide
how much thought did you give to potentially maybe even breaking things down further because you can make an argument
I'm trying to just maybe get a little bit more understanding on what drove the margins down this quarter