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I was just wondering if you could talk about any comps that we should be particularly aware of as we kind of think about each of the product categories
any plans to do more in advertising across other products like maps or TV
I was just wondering if you could just unpack a little bit more of the drivers of the acceleration
I was wondering if you were seeing any notable shifts in trends between the sell-through coming from upgraders versus switchers
Could you just comment on your capital spending plan this year and next and provide some qualitative color in terms of what's driving that growth? Is it AI-related or supply chain diversification
is it product features, tariff pull forward, perhaps Apple Intelligence? And then I'll give my follow-up on CapEx.
Will you continue to do that in this interim period until we get some clarity on Section 232 investigation? And could you talk a little bit about your philosophy on pricing
I was just wondering if you could provide a little bit more color on some of the factors that may have impacted product gross margins in the quarter
it was encouraging to hear about the record for iPhone upgraders, which I think is something you haven't said for about a year now. I was wondering if you could talk a little bit about what you wou...
I was just wondering if you could talk about that thin form factor for the iPad Pro. How did it help iPad sales overall
I was wondering if you could
I was wondering if you could just talk about Arista's positioning as we move into more full rack solutions
I'm just wondering if you could just comment a little bit more on the deferred revenue or the billings growth
if you could just expand upon your comments about your confidence in achieving the $10 billion midterm revenue target a little bit sooner
I was just wondering if you could talk about the timing of how the year might look like and how you expect the risk to switches in the AI back end
Was that driven by cost savings? Is that a mix benefit as you do more with hyperscale customers
those just take a little bit of time to run through
Any feedback or comments just on the drivers of that change
Should we see more of that as we head out through the year? And how important is that combination of compute and networking
was wondering if you could talk a little bit about, you know, the orders in the quarter by subsegment
did that translate into revenue in the year? And how should we think about that translating into revenue for next
How much of that was the broad recovery and things like campus how much did the product cycle of WiFi 7 contribute
I was wondering if you could just share the organic revenue growth rates for the company and the segment ex-Splunk
I was just wondering if you could talk about whether the per cap growth was impacted by the mix of attendance between local, out-of-state, international
with Disney Treasure hitting the second full quarter or excuse me, second quarter of operations, I was wondering, if you could talk about key learnings
if you could talk a little bit about the international visitation to domestic parks and if you're seeing any changes there
Could you talk a little bit about your decision to add the SportsCenter Daily Show to Disney+ instead of ESPN flagship
I was just wondering if you could talk a little bit more about the EBITDA growth inflection to 5% plus in 2028. What are the key drivers
the fourth quarter was the first time this year it was up on a year-over-year basis, which seems positive just given all the concerns around competition
has your confidence around accretion from the Lumen Fiber assets and the EchoStar spectrum licenses increased as you've spent more time strategizing
investments needed to drive that subscriber growth
any parallels between Verizon and PayPal