Steve Pazella

“On the NUG outlook, I believe you've indicated growth should accelerate in the second half relative to the first half run rate. Can you walk us through the key drivers behind that acceleration, how much visibility you have into those expectations today, and any early thoughts on the 2027 NUG outlook?”

“You've highlighted the path to more than $400 million of annual free cash flow once you moved beyond the current CapEx cycle. Can you walk us through the biggest drivers that bridge you from today's earnings and cash flow profile to the normalized free cash flow level?”

“On the NUG outlook, I believe you've indicated growth should accelerate in the second half relative to the first half run rate. Can you walk us through the key drivers behind that acceleration, how much visibility you have into those expectations today, and any early thoughts on the 2027 NUG outlook?”

“Jeff, glad to hear everything is progressing well. Just wanted to ask on how we should think about the longer-term EBITDA algorithm here, given some of the one-time items this year.”

“Just one from us following up on the World Cup one more time. As you look back at historical World Cups versus this one, is there any reason that this year would have had a higher impact versus past World Cups?”