Sean O'Loughlin

“Steve, I wanted to lean into the comments you made in the prepared remarks on the V-band and, you know, the analog linearizers, let's just pretend I know what those words mean.”

“I wanted to just check in broadly on where we are actually in the front-end cycle.”

“I'll add my congratulations on obviously some really strong momentum across the business here. I wanted to start with just a high-level question on data center strength, you know, really strong outlook in the forward quarter and talking about acceleration through the back half.”

“I wanted to ask one on the competitive environment, you know, for both scale across and maybe the more traditional land.”

“I wanted to ask about the supply side of things. I think it's required that at least one of us ask about supply on every earnings call now. Back at OFC, we had talked about some of the work you were doing to secure some of the supply for the ZF Optics ramp.”