Alexander Virgo

“I wondered if you could just talk a little bit to the sort of implied slowdown in the guide in Q4, just sort of thinking about is that something that's just a reflection of prudence given the comps get easier?”

“I wondered if you could just dig a little bit into your utilities' comments. and the semis comments so i guess the first question is just uh to understand um make sure i understand the clarification clarifying point of the four percentage points of impact from the middle east that was in the utility segment right so…”

“I wondered if you could talk just a little bit about the impact from business reinvestments in the Americas. I wonder if you could maybe give us a sense of the weighting of those three points and whether or not it's something we need to think about as we think about the first half of next year as well.”

“I wonder if I could dig into the booked bill just that little bit more. So 1.2 times what to bill implies, what, about $2.4 billion in the first half. I'm guessing that not all of it is expected to be delivered in H2.”

“I wondered if you could talk a little bit about Europe and the evolution of demand there. I think one of your main competitors last week actually reported accelerating growth in Europe, albeit low, slow.”