Kenneth Porpora

“I'll first focus on our third quarter financial performance then provide an update on the recent and exciting balance sheet improvements, and finally provide an updated guidance range for full year 2023.”

“No, Toni, that's the interest piece in the second half versus the first half is the main driver. You could see some of the trends that we've talked about, the operating performance, the EBITDA performance flowing through from each of the segments.”

“And Ashish, on the economic side, what you saw here in the quarter is that the 23% increase in installation revenue per unit, that was largely driven by some of these Google devices that Jim just mentioned.”