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Can you just talk about what's different in 2Q and then how that will change in the back half of the year for the guide
Can you talk a little bit more about the drivers of the segment in fiscal 2026 in the context of that high single-digit operating income growth
your guide for the fourth quarter implies that you'll be exiting the year at a high in terms of operating income growth
on international, you noted the some softness in demand in China and the question is, is that getting worse
can you provide an update on what you're seeing in the demand environment in the U.S. in particular, and whether that changed from the end of the last quarter
on the fourth quarter call, you mentioned that bookings in the back half of the year were positive at that point in time. I'm wondering if you can give us an update
you grew about $400 million year-over-year on operating profit, and your guide only implies about $100 million a quarter for the next 3 quarters
Does your planned acquisition of WB impact your approach to pricing the near to intermediate term
Is there a path to additional tiers of service based on types of content available?
can you discuss the key incremental costs that will drive lower margins in the second half? Do you expect these