Mike Genovese

“So Platform 1 bookings are over 50% of subscriptions, up five times from last year. Can you just, what are you saying now? You might have said on the call, but if you repeat it, about where you're going to be at the end of fiscal 27, Kevin, and how much is new logos versus conversion of existing customers?”

“And then finally, for Greensboro, is there any update on the expectation for sort of half of the capacity of Greensboro being there in calendar 28, the other half in calendar 29?”

“First of all, Michael, can you talk about expectations for selling software only to customers that don't buy hardware? How big that business could be? But also, how does the telemetry work there if you're just taking the data from publicly available sources and not your own captive equipment?”

“Tom, I'd like to hear about the LightWave 800 more, you know, about basically the strategy of launching this product, you know, maybe bigger thoughts on getting into the data center, but more specifically, any timing or size or margin expectations for the new product that you could share would be helpful.”

“Seamus, talking about the direct hyperscale datacom business, I think you mentioned that there's two products. Can I ask, does that imply an 800G and a 1.6? or are they 200 to 800G products?”