David E. Tarantino

“Maybe just following up on the sales cadence for the year, it sounds like you have really strong visibility from the backlog, but can you frame for us how much is dependent on your ability to continue to ramp supply chain and labor and how you level set this within the guide?”

“Maybe just starting on the margins, could you just give us a little bit more color on the lower margin outlook? Is this just simply on the lower volumes? And then maybe give us some color on kind of the key buckets that support the second half improvement versus the first half.”

“Yeah, could you give us some color on what the sales outlook now embeds between Aon and basic branded product sales and maybe some thoughts on what's informing the confidence on your ability to deliver that growth relative to the capacity ramp that's ongoing.”

“Those Last comment you're making, Neil, I think you said that the supply chain issues hit faster than expected, but I think it's in the release you also mentioned that you saw improvement as the quarter progressed.”

“Maybe just following up on the supply agreements, could you just put a finer point on the scale and scope of each of these deals and how much of the $1 billion in orders in the quarter was from the first agreement?”