Frank Louthan

“You spoke to it a bit in your, you know, earlier remarks. You know, what are some things that, you know, you think you can do in order to drive more sales there as it definitely appears the market is rising?”

“So as far as some of the AI-related traffic, what is some of the nature of the workloads that you're having success there? And do you think you're taking share in that market, or are you just seeing sort of an overall lift in demand?”

“When we're looking at the new guide and kind of going forward, what's the right level to think of the normal for non-recurring revenue and the long-term guidance as a percentage of total revenue?”

“What are you seeing from a competitive standpoint either from FWA or satellite? And then can you just clarify, it seems that you had quite a beat in the quarter, but did not really raise the guidance.”

“As you see the rising demand for AI inferencing, is there any difference in the incremental capital required that you're seeing to fulfill those new workloads versus what you've traditionally seen?”