Hey, Q1 revenue $257.7M, up 10.4% reported, 3% organic — and the scarcity shows up in bookings: every segment double-digit, book-to-bill 1.10, right? Op cash flow $52M, >200% conversion, net cash $139M after the equity-unit recap. Raised guide to $1.04B-$1.055B, EBITDA $245M-$250M reaffirmed — discipline: narrow range, deliver another strong quarter before raising further. Collective breadth, not one line.

Hey, appreciate the downstream view — we joined NVIDIA's Holoscan AI Systems Inspection Lab in March 2026, and as far as we're aware we're the only servo-drive maker certified through that rigorous process, right? So when OEMs building humanoids or precision robotics want that infrastructure, they can specify certified drives. Still prototype phase, early adoption — we're tempering the excitement, more meaningful 2027. It's the collective breadth, not one hyped line.

Hey, that material-scarcity point lands — we sit downstream in the collective: Precision Manufacturing and Robotics & Automation serve DUV/EUV lithography, advanced packaging, probe-card production for GPU testing, precision robotics, GPU drilling, and metrology for advanced 2-nm nodes pulled by GenAI build-out. Q1 that slice was ~15% of sales, growing ~20% YoY, rate expected to increase. Semi ~10%, robotics ~20%, mix shouldn't materially shift. Breadth of niche positions, not one hyped line, right?

About 53% of Q1 sales went to medical, 47% to advanced industrial — medical's the larger growth engine, not a drag, right? AI-datacenter exposure is real but a minority of the whole, sitting inside robotics, automation, and digital manufacturing platforms. We count the medical half honestly, no special billing for the AI piece. Roughly $4B incremental by 2030 across four platforms, collective thesis — not one thing that can turn back on you.