Itay Michaeli

“Maybe just to pick up on the last point, so the free cash flow use come in a little bit narrower than the prior guidance, but how should we think about that directionally into 2027, particularly the second half of the year as you kind of begin to ramp up the long-haul DAS deployments?”

“And as a quick follow-up, good to hear a little bit more conservatism in the second-half guidance. I think the Q4 revenue guide still implies a pretty healthy uptick versus Q3.”

“First, just on the second half outlook in China, I was hoping you could maybe quantify a bit more roughly as to kind of how you're thinking about, you know, the assumptions for domestic sales there and production in the midpoint of your time. guide.”

“Just first, a couple of questions on the R2. RJ, 57,000 demo drives. It's a big jump sequentially. Hoping you could talk a little bit about what you're seeing in terms of conversions of those drives into orders, how many people are actually experiencing autonomy plus.”

“Just as a first question, just on the updated GM&A pricing environment for the year, great to see the strength in the first half of the year. I do think the second half implied pricing does kind of moderate off the first half.”