Emmanuel Rosner

“You know, can we expect it to be, you know, already positive in 2027? And, you know, where could the trends serve, like, over time as you launch a lot of these businesses?”

“And then on Asia, just with the direction of, you know, margins, you know, year-to-date, maybe a couple of points sort of like lower, just how do you think about it on a go-forward basis, please?”

“One quick question on the change in guidance. It seems like, so I understand, you know, some of the revenue drivers, but it seems that the EBITDA line, maybe the implied incremental would be pretty high, like around maybe 40%, which seems maybe a little bit above the normal.”

“My first one is a follow-up on the previous comments around the walk, in particular the first half to second half bridge. So you're assuming about a $40 million half over half increase in EB debt at midpoint, a little bit less than $200 million increase in revenue.”

“One, I wanted to come back on your comments at the beginning of the call around some of the puts and takes for growth and cadence of growth over the next few years.”