Robert Marcus

“It looks like it's factoring in a somewhat lower fourth quarter than the street was expecting, and any early thoughts on 27, both top and bottom line? And you do have some tariff refunds to overcome, you know, strong order growth trailing 12 months.”

“Maybe you could run through the strategic rationale. Why now? Why spin versus sell? and any other important points you want to highlight for us. Thanks a lot.”

“I want to follow up on the extended use, and it's great. I appreciate the 3% to 5% headwind over the total enactment period, both between that and the China pricing.”

“Clearly a better than expected result on the top and bottom line in second quarter. I'd love if you could speak to some of the drivers of the acceleration on the top line and the confidence in the guidance raised.”

“Ivan, I wanted to ask about guidance in general. Last quarter, you talked about scratching 6% in the third quarter, which was above consensus at the time and you ended up at 5.0 for organic growth, and fourth quarter or the full year guide is ticking down.”