Ruben Roy

“Thank you for taking my questions, and congrats, Elon and Oleg, on the outlook to a $2 billion run rate. Oleg, you talked about the strength going into the December quarter and, you know, some of the drivers there.”

“Michael, maybe just to drill into the pump laser commentary a bit. You're growing quite nicely. I think you said 80% year over year for the second consecutive quarter and the four-fold increase coming still effectively sold out.”

“So let me just make sure I understand that. So yeah, I was looking at the implied operating margin near 43% and expenses, R&D expenses up probably 19% year over year based on implied guidance for the full year versus around 10% growth last year.”

“I guess to start, Amir, on the Bluetooth HDT win, I'm not sure if you guys had RF wins previous, but it seems to me like that would be a nice step up in your value per design strategy that you've been talking about.”

“Tim, I guess I'll start with one of your last comments on the margin structure. Sure. And maybe if we just think about sort of medium to longer term, you've sort of talked about mid-40s as a structural area that the business can run, you know, from a longer term perspective.”