Loading…
Loading…
can you just sort of talk through what are the big differences and mix you're seeing for iPhone 17 versus 16
does that have any near-term sort of impact on your intent to use Apple private cloud
On the OpEx increase going into the December quarter, a fairly sizable step-up. So if you could just dig into that number a bit more
Any thoughts on the role that the smartphone subsidies in that region are playing in this momentum
is there anything unique in the December quarter in terms of sourcing from regions, et cetera, that would uniquely impact December
is it a pull-ahead largely on iPhones? Or is it across the board? And is it primarily in the U.S. or again, sort of across multiple regions
what are you seeing in terms of the U.S. consumer? And what's the reaction there in terms of the tariff impact
I'm just curious if you continue to see that play out similarly in the more broader number of countries you've rolled that out
I'm just curious, in terms of if you can help us think about the sustainability of this double-digit growth that you saw in both the product lines
how much of the supply chain planning there that you're doing is more of a reflection of the growth expectations from that market relative to in terms of diversification of the supply chain
since you are doing 30% is what the guidance is for Q1, maybe if I could understand what is maybe sort of leading to somewhat of a cautious terms of visibility for the rest of the year
what is sort of behind the variability that you're seeing in terms of shipment? Is it supply driven at all
is that largely stemming from bigger cluster size deployments from your existing Tier 1 customers
Are these customers now giving you more visibility just given the tariff landscape and that you would need to sort of build inventory
the value of the U.S. software layer to the back end of the network and particularly in the discussion in terms of rate of competition
Are you seeing anything similar for the CC business
how are you sort of overall looking at the landscape right into 90 days ago? Have things in those underlying markets improved
is there anything to call out in terms of areas that you might be seeing some level of pull ahead from customers
How much visibility should we think you have, in terms of that sort of growth continuing sequentially from these high levels
if you can talk about the implications of the complexity increase that you're seeing there in terms of both market share for Amphenol
how Cisco plans around sort of addressing the CPO functionality
when we strip out AI from it, what are the trends you're seeing on that order front for ex AI in networking
Could you just talk about Optical more broadly in terms of the demand you're seeing inside the data center versus outside the data center
the sovereigns aren't included as those orders come through in that sort of $4 billion number
where are customers in terms of their intent to upgrade legacy infrastructure
is there any acceleration or sort of more on track in terms of deployment base relative to what you expected
how you've seen enterprises - enterprise customers respond on a demand basis to previous tariffs