Nicole DeBlaze

“Just wanted to ask one on 4Q. Gary, the revenue guidance kind of implies flattish total revenue sequentially, which is a bit of a head-squatch scratcher just because, like, Maverick is coming into the mix, and, you know, we've obviously seen how strong the backlog and order growth is, plus you guys continue to work to…”

“Just wanted to ask one on 4Q. Gary, the revenue guidance kind of implies flattish total revenue sequentially, which is a bit of a head-splash scratcher just because, like, Maverick is coming into the mix, and, you know, we've obviously seen how strong the backlog and order growth is, plus you guys continue to work to…”

“Gio, you highlighted a number of times some of the pacing factors, power availability, permitting, moratoriums, etc. I'm just curious, like if you look from a higher level of like how the cadence of your shipments is coming together and when customers are asking for shipments, are you seeing any evidence of data…”

“So, yeah, the first one, you described the current transmission market as potentially a, you know, once in a generation cycle.”

“Echoing my congrats on a really great quarter. I guess maybe first, Jenny, if we could touch on how the orders progress throughout the quarter, and if you've observed continued strength in July, I would assume so, based on what you guys expect for 27, But we'd love to hear any perspective on that.”