Michael Czerny

“I would love to get a little bit more detail on the up-to-date partnership. First time we've heard from you since that was announced, Walters Kluwer, clearly a well-regarded partner in the market, but how did you settle on that being the right partner at this point in time as you build out your AI capabilities?”

“I'll just throw them both out together. there may be one building on that 4Q dynamic as you think about the moving pieces in the build, pretty sure that you recognize the seasonality, but what do you think you have that's call it within your control versus your customers in the market waiting for you?”

“Maybe if I can dive into the macro dynamics. Mike, I heard you talk about the moving pieces and how you tend to address it historically.”

“Maybe if I can just dive in a little bit more on the services versus pass-through and bookings that you saw in the quarter. As you think about the demand dynamic, how should we think about that conversion of what you're winning, of a lot of the contracts obviously you went through, against the margin progression, Ari?”

“I know we've touched on a lot of the different segments. I just want to dive in, I guess, a bit on implants.”