Joe Spak

“Look, I appreciate sort of the coming clean on not being conservative enough. And, you know, you think you've built in more of a cushion going forward. But, you know, we've been here before.”

“So maybe just shifting years a little bit back to 26, I know you provided a lot of sort of the, you know, changes in the outlook now versus prior and half over half.”

“But you've raised that number through this year. And even in your commentary today that it's in line with prior communications, it suggests the annualized rate in fourth quarter is already at, if not above, $3 billion.”

“And if we look at the BSS, battery storage, honestly, that was a pretty smart pivot. So any color on, you know, where did this tech come from? This was part of Acosol, I believe, that was already in the capability set.”

“Back on the best opportunity, I just want to be clear sort of what you're doing here.”