Wendell Weeks

“It's great to have you here with us today. And obviously, as you've seen, we have a lot of exciting news to share. Even better, you're going to get a chance to see some of the key innovations that are driving our success.”

“And thank you for joining us today, as is our custom. We will conduct the business portion of the meeting first and answer questions at the end. You may ask a question by submitting it in the Q&A section on the web portal.”

“Today, we announced excellent first quarter 2026 results. Year-over-year, sales grew 18% to $4.35 billion. EPS grew 30% to $0.70. cents. Operating margin expanded 220 basis points to 20.2 percent.”

“We expanded 70 basis points to 20 points. Achieving 2023 launch point, we grew EPS long-term growth opportunity. Only secured customer contracts, including the one we just announced with Meta, only increase our confidence.”

“Today, we reported another excellent quarter. Year-over-year, sales grew 14% to $4.27 billion. EPS grew 24% to $0.67, again, outpacing sales growth. Operating margin expanded 130 basis points to 19.6%.”