David Page

“Good morning, Patrick. thanks for taking my question I want to ask on distribution and endpoint one of your closest competitors and noted that there's still 340 million unrefreshed to Windows 11 so it looks like you had good growth in PC and a quarter so I just wanted to get your thoughts I guess the demand…”

“It seems on, you know, current trends, you're punching well above your mid-single-digit organic growth target by 2028. I know the world has changed since you provided that target.”

“I was curious what was the strategic rationale for that and how that warrant came to be, and is it something that we should expect maybe with some of the other hyperscalers that you're ramping up?”

“I guess at a higher level, it seems like Ratspace is moving in the right direction. You're moving not only internally as a company, but where the industry is going in terms of CPU, GPO, running SLMs, LLMs, et cetera.”

“It looks like some solid growth, continued solid growth. You mentioned maybe some business wins and some other investments. So I was wondering if you could just double click on how trends are going in commercial and then maybe as a follow-up, what is the competitive environment that you're seeing in commercial?”