Greg Palm

“Definitely seems like things are stepping up here. Ronan, I just maybe talk to us a little bit about kind of what your view is and what's happened the last, you know, few months, year to date, this sort of acceleration and just kind of thinking about the company, where it stands today versus a few years ago?”

“Just starting with the kind of more of a broad, high-level discussion on kind of demand, I mean, as it relates to your bookings, you know, what are you seeing from your customer base as it relates to your current customers versus, you know, potential new customers?”

“I frankly don't know where to start because there's just a lot of things that stood out, but maybe we can, you know, go back to the orders commentary because I think I heard you say there wasn't anything like unusual in terms of timing it's still going to translate into revenue over the next three to six months or…”

“I wanted to, yeah, good morning, Jack and Russell. I wanted to follow up on the capacity reservations that you talked about, in terms of like background, are these requests coming directly from customers?”

“Maybe just start with a sort of a differentiation between factory and network. I did not hear what factory or network revenue actually was. It sounded based on your commentary that factory was what led.”