Chad Dillard

“My question for you is on the CAPEX raise in the quarter and what drove it. Is it the demand that you're seeing right now, or are you preparing for what you're seeing ahead?”

“So a couple quick questions for you on CNF. First of all, just on pricing. Uh, it looks like the guidance implies a 50 basis point positive price versus plus eight in the third quarter.”

“I was hoping you could talk about – hey, good morning. I was hoping you could talk about your gross margins and backlog. What are they today? And can you bridge it to the gross margins that you have in your current P&L?”

“Just wanted to revisit that product change in field systems. So first of all, what was the product? And then if I look at the run rate, it seems like it's a $75 million headwind.”

“And then second question on data centers. So, you know, with a shift from 34 volt to 800 volt architecture, are you starting to see those sorts of data centers, you know, coming through your design pipeline?”