Ryan Koontz

“I want to ask your view kind of at the macro level about the transceiver market in light of investor concerns that, you know, CPO and NPO are going to be, you know, highly candlestick.”

“Guy, nice to hear the business is humming here. With regards to gross margin and supply and memory specifically, any particular things you'd point out with regards to availability in terms of your strategy, how it's playing out, and how we should expect gross margins to differ going forward?”

“Can we just talk in general about what's the potential for these intelligence platforms in terms of, you know, kind of raising the recurring revenue portion of your business?”

“On the question about laser supply and thinking about your own constraints there, bringing phosphide, you know, how are you guys feeling about raw materials that you need to ramp, and is that a current bottle of products, and, you know, which products are the most challenging for you to ramp?”