Jim Ricciuti

“I'm just wondering, just with respect to… The last comment on M&A, I'm wondering, are the opportunities you're evaluating, first of all, how active is the pipeline, just given the way you're paid down debt and with the cash flow generation, but are the opportunities you're evaluating changing at all in light of either…”

“I was hoping to get a little bit more color on the decline in backlog outside of ADG. Obviously, you saw significant growth in ADG backlog. But I'm wondering if you're anticipating a pickup in order activity from your large medical customer.”

“I was hoping to better understand the supply chain situation. I wonder if you could elaborate on the component or material that is creating that shortfall in the Q3 guide, because otherwise it would sound like your Q3 product guide would be significantly better and overall revenue much higher.”

“I'm not aware of the large general merchandise retailer moving forward with that phase of deployment. Do you anticipate this potentially being a driver in 2027?”

“So you're clearly making progress with system sales to new customers. I'm curious, what's the average selling cycle like now in terms of timelines for bringing on some of these newer customers?”