Tommy Mull

“DG, I wanted to ask about some of the September pricing, specifically around freight and fuel. Should we think of this as part of the regular cadence of negotiations you have with customers, or are these surcharges that may require some kind of force majeure discussion here?”

“Bill, it sounds like in second quarter, part of the reason you exceeded the top line expectation was the memory supply was a little better than expected. So my question is, to what extent is your guidance for 3Q and the second half still constrained by that memory supply?”

“Brian, on test, you talked about mid-single-digit sales growth over the planning horizon. I don't think that's different from what you've said previously, but you gave a lot of detail on some of the drivers for that today, and so I'm curious, just given some of the recovery there.”

“Ron, in the release, you used the word accelerating to describe some customer behavior. This sounds better compared to last quarter. So two-part question. What anecdotes can you share that give you the confidence to say that and how much of the impact comes from data centers?”

“Rob, I want to start on logistics and ask what insight you can provide there on the breadth of the strength, whether that's in terms of the geographies, the sub verticals, I'm thinking e-commerce versus parcel perhaps, and then the durability of this strength.”