Loading…
Loading…
I am wondering how much of a tool has been price hikes, you raising your prices to customers, and or whether or not within the substantial amount of purchase commitments you have whether there is a...
it sounds like there's a broader base of customers that may be employing it and that this is a factor that's in your 2026 margin guidance
understanding how that might be shifting given that it does seem like there should be some broadening with the Neoclouds
looking for the update on white box. I know, you've talked about this quite a bit in the past
If you could offer a little bit more color about how the elements of that are trending and your expectations for how that part of the business is growing
you've provided a forecast for some deceleration in the royalty revenue growth. I'm just wondering if you could elaborate on the trend
wondering what your thoughts on are whether or not SoftBank will potentially need to sell some of the Arm Holdings plc American Depositary Shares stock that it holds to finance some of the investment
Could you unpack what you're seeing particularly on the international governments
the embedded base is relatively young. So help me understand sort of the motivation or why you're succeeding here
the two-thirds, one-third split between systems and optics. And I'm wondering how you expect that to trend
I'm concerned that particularly in the federal vertical with potential budget cuts and enterprises worried about the implications from tariffs may have accelerated some of the orders
after July 9, what would be the effect of tariffs based on the July 9 end of the pause
when you've had these refreshes how to think about that? Because when I reflect on the last one, 2017, 2018
drill down on your federal exposure, and the scenarios you're envisioning if there are major layoffs
there's been increasing noise around a technology known as co-packaged optics