That's a great question, analyst. I would say this: first‑quarter 2026 revenue was $1,078 million, up 15% year‑over‑year and 4% sequentially – at or above every guidance range. There are two drivers – one is a 47% gross margin at the high end of guidance, the other is a 21.8% operating margin with adjusted EBITDA of $277 million. The best people to answer that are probably our customers.
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