Tommy McJoynt

“Is there any correlation there to the global chip and memory shortage in your service of protecting and processing devices, being able to generate outsized margins around that?”

“Alex, you spoke a lot about the, you know, competitive environment and that sort of causing you guys to pull back a bit this quarter, especially in the direct channel.”

“The first one here is on the CAC group performance there. The growth rate has been incredibly strong in the first half of the year. First off, can you just remind us what industry's CAC group is most focused on?”

“Do you envision the inputs of getting to 30 plus percent enforced premium growth shifting a bit where customer count growth decelerates in the low 20s and premium per customer growth accelerates from the current mid to high single digits.”

“My first question is actually just around the trajectory of margins. Obviously, a very strong margin reported in the second quarter. And part of that was benefiting from the high contingents number.”