Tom O’Malley

“So if I look at kind of the CAGR of total HEDX by shipments over the last couple of quarters, it's ranged from low 20s kind of up to the mid-30s, and I plugged that in for your guide.”

“So outside of data center, auto is your biggest TAM expander, and you showed three ribbons kind of going into auto. So you had electrification, ADAS, and then the zonal side.”

“So you guys talked a bit about the Tomahawk Ultra. You're ramping a variety of ASICs over the next couple of years. How should we think about the attach rate of Tomahawk Ultra to the ASICs that you're developing?”

“So mine relates to the ZF optics side as well. So like when you look at the forecast that you have kind of over the next year and then in the year after that as well, like a lot of the volume in terms of revenue is driven by the ZF Optics forecast.”

“I wanted to ask first on the warrants with Google, obviously a very robust relationship over a multi-year period of time. I'd love that you could give a little color on what's contributing to that revenue.”