Q1 2022 AU Optronics Corp Earnings Call
Yeah.
My Name's Sanjay Dhawan Deanna.
N D T. If orange swimming wait time, when you catch it in the Dupont, which will tie it unions on pay downs.
I'm going to do it if I can go home mortgage banking income and this is Jim.
When Mcdonald's the J&J, Okay, Youre talking to you and telling you that I'm going to tell me what you got it.
Yeah.
Okay.
People ailments that that what well see where that won't be until June but tell me why.
So it turns out that Colombia.
Do you see that jump out at some point.
Thank you Hello, magical Youre still age without good.
That'd be a true dose adaptive.
Penchant luck Paul.
Don't tell me, who even shop carefully that track.
Yes sure Charlie.
So since we don't see any change in D C.
You can tell John Zang.
Yeah.
Okay, I thought so whether they'll tell you like that so.
Hello, Doug Duncan Brown Onion theater type up yeah.
B I keep up that work.
Alright, so it just doesn't sound that be all youll see until he got opening remark.
To help women downtick in Q1.
Well it can when they do so it's you know what.
Duncan.
What schools from playful.
Playful to help go 100 Watt will then sounds like Python soon perfect. Q&A you started does it tend to play you know Ted.
Did that that's how we'll jump all competition.
Where does that go away or go Joe doesn't hurt.
Sure.
Okay.
They can go and why it didn't.
I would tell you can't be argued that safe Harbor notice.
Okay, All right, well, then seems high which outweighed go about that.
I'll start it off.
Oh geez.
So oney.
I think <unk> be cool.
<unk> ASP.
<unk> shot deal.
T V.
<unk> got that.
<unk>.
Or this is colm pumping ease up don't gun itself right. Now this is tied to crude on the Gulf Coast is going to go cohort.
Should show some.
Something to.
<unk> true Hu Jintao zynga per se.
So I don't see them going through <unk>.
I'm Peter too.
Again, the police Tony.
Q1 is always buy you sue.
Q O Q $10 <unk> per se.
Molly by E C.
Getting to me.
That's a good thing to Grace, who will go through that in the dig into sugar.
Operating profit got DNA the margin issues.
Deal with your Sac per se.
Not just a kind of a setup since IPO.
Peter.
Joe Biden.
Not a contango seasonal trends out of inspire.
Tung.
<unk> foods I gotcha.
Bye bye.
And in the <unk>, 7%.
Oh towards vantage, so youll meet.
<unk> now for Neenah champion Tito does it go towards <unk>, So going forward. It's all at 10 minutes ago, It's Hong Kong toy not to sound like going to the way countries, India and wait for the show to.
So cycle Holdco with Cingal.
You can go on like the go young Kong toy.
Now does it go who don't change, there's always sat down with Joe.
So anyway concert Jay Lee Joseph D O E C O.
Shanghai since <unk>.
Certain senior level.
D C tone you are in the <unk> guidance.
Thank you Qi.
<unk> Capex your boxes.
Financing Yoyo do science zero E.
Not just a year or two.
In late.
Thank you <unk>.
So that's a good thing.
Killed Tidewater paywalls TV, some weights and you should see percent monetize CDO percent mobile PC and device to Sanga per set now.
Now I'll tell Ya man by young do quite some for example, with takeout dollars, 17% all.
Okay.
Oh nice shout, yes, Scott.
Gogo <unk>.
<unk> display and sell it to Cook a pizza.
<unk> Q1 side. This is Joe <unk>, some sudden oce per se.
Earth Sciences jokes Hussein.
This is Joe <unk>.
<unk>.
So your thoughts on the to go sit down.
It's diagnosis sugar as I said, nothing so we always see a book so youll always see it going south.
I'll now he's got them.
They've got to.
This place after this phone call I always feel.
Q O Q2, I mean, Jesus solid shiga per se.
They've got a display engine SPC shower gel.
Sure.
No it <unk> consider Q2 the guidance.
Oh, we wish Tom Gallucci me and so they'll put home pseudo portfolio took a which will be used with a new shack now E motion will be known as <unk>.
Although <unk> SGR down low single digit percentage.
Teach out that they got blended ASP fueled Q, Doug outweighs charged down mid to high single digit percentage.
So that's a good thing.
The tender jobs don't go our way E. Since October <unk> two weeks ago. So I mean don't tie tells it.
I hope not.
So you mean vehicle how concentrated that took a year ago.
Right into Q&A, Jim talks about Portugal queso.
Going towards the Xinjiang, maybe plenty of them and that's fine.
In San Diego with ads.
Possibly.
<unk> gentle modality, nothing I will.
I mean, it's at all or any of the cases.
So and then qualify soon.
And Jensen as youth Yada Yada yada.
Yeah.
Yes.
Oh.
So you get move and Oh, Gee, KC 10, sometimes shelf basis.
The 20 <unk>.
No.
Check check ways.
So you didn't lose is getting that time down there.
And it's almost a thousand ton load are quoted in U S.
See I shouldn't like Hell, Macondo Ecp's pilot cohort patchy infusion that until you see of course, an intelligent content.
Tell set tops.
So I'm thinking that the key to that you need to jump on the high na.
You either go machine.
Oh I see.
I'd say you got in Tvs or the shelf facings haven't Jack Goodnight.
Uh huh.
Got home to them in GPS are they treating <unk> Shah.
I'm going to D. T. D can fill this is Bob I used to say something.
I would say this Saturday is the same.
Now what are you dying Philadelphia Eagles, I'd say it couldn't be a better chassis on the shelf.
But what do you mean, a woman's as I said I mean to some him Timken I'm Chi says they got Jazzes haven't been telling me and I cheat sheets.
It's all housed at Etame into C D D.
Cody places won't concert.
<unk> sorry.
Besides <unk>.
One of them.
<unk> no.
Now you're into them the team for diabetes.
For this incentive 7%.
Stay away and there's always some sudden that you didn't tell us this is <unk>.
No I'm kind of dealer achieved its on par with hidden country.
Technip Alpha and team.
Got it.
Oh, okay.
Just the di Jungle Etame and <unk>.
Oh.
So you have which I didn't.
So the niche Atlas.
She thought youll hijacked Gwen tie them until you Jesus.
So I don't see cheat a phone call.
In a phase <unk>.
We will send.
<unk> de Soto Queens on Dominion put them tend to.
Payoffs I need a yellow to see in a pool of content and going forward. This is Jonathan.
<unk> and <unk>.
Michelle.
T Internalizes edge out only in Susana <unk> <unk>.
So and that's often tied out in <unk>.
Yeah, they didn't shop.
C.
Got it.
T O D in cells and somebody on the Asia margin or men.
Until he retired cool I'll take a note on our guidance and Thats. So you can pay it cool.
I have had and took a.
And the phone call.
This is jed so she felt colloquial clauses as Todd you'll mill from something that you shopped.
No.
As the CFO I'm, calling it wouldn't be.
Di.
$10.
Tigger thought it would've temple.
The hidden Xi'an and goal two Buda well.
Well, you're eating a meal with policy.
Jean <unk>.
Does unions, all more what ill call me again.
Full but not yell.
Single engine with alcohol on the streets that no competitor has Sheila this is Jim.
So he took that paydown call ill take a comedian Gwen.
Hi.
And I.
And with hidden.
Just tell me what the total hoyos, our pen Pal you didn't know the shiites agenda shelf.
Just.
Take a thoughtful and didn't appreciating.
Pardon me some of the NGL basis on it.
A peer out in Asia.
Hey.
Okay, and <unk> and it doesn't get that held in quotes.
The NIM the novelty they'll jewelry presented it picked up also.
T V.
So you see a shell patients haven't been selling and so it definitely sounds like you've got that.
Some young she didn't just happen.
The shoes, you would do a shelter it wouldn't be a futile selling them that begin because they're not causes C. She dies yet.
Saudi Aramco young could cause a lot of typing.
Ill tell you E mail, the Hong Kong office.
Total showcases how she's youll being quite attend each escalation that deep.
That means that the <unk> does it.
Suzanne.
Take a shot.
Yes, that's what I just said.
The Eagles Ito.
I'll.
John Pollok touch on them, that's how Nandy M D.
<unk> hesitated self but didn't cooled suddenly into.
Yellow just said the hotel zone the loading rates.
No I'm you know hit total.
<unk> got some young Xing that haven't been concluded so a lot has happened.
The shell basis, she should be in a lot of in shack style.
Style woman didn't have no downtime and some deals I'm seeing that Tokyo them, how would that Josh.
City.
Ingo you gave kind of dull, Indiana commvault team in Baja until it handle them and you'll pay told.
Yeah.
John I thought I think.
I can assure you that.
Good day changes and has helped me until how broad is it good job.
Hey, guys.
That's actually what I'm getting at is what's.
And I'm Gonna cortisol.
Peels off Queensland will just sit well then oh, yeah quota.
It does.
I took a.
And with that I'd Schinder tablets, he hasn't said it well.
And it's obviously been a geologic.
Emails without an issue.
So being able to see to maintaining each element, so suddenly and don't volatile it doesn't there's a pool, but yeah.
Oh sure Yeah wouldn't T O.
Do you wait till the Shlomi.
Jen coupled with volatile now.
With all of them the same question in a hidden gem.
Your question Nicole.
Some of them quite Chen <unk>.
Well there is always a moment delta, let's say that yet.
Yeah.
Well she meant.
But quite some quotes on us as a whole.
Michelle <unk> home the cortex.
But what are some stores that you use it sounds to me about that and gets a little choppy.
Children's audits.
Neil it's injectable, but and I told you the tires.
But Joe question with a penalty.
That's in Jinan Chengdu.
And she hull.
Tenant quality, almost totally a gym or whatnot.
So there's a woman finjan blue.
This union diet, so a smart investment again.
I'll say searching and once it still counts as a lot's happened I'm opposed to a T.
And just as a champion of yen.
Hum.
Consistency.
That's actually in the shovel age in Shenzhen.
Jay will then pay one theme that I've looked at them they shouldn't.
Good negotiation.
Some of those are you seeing that Tony This is Jeff what are you getting pumped out to call. It <unk>.
Well J T nail them in Darfur channel deal the food side.
Youll Harlem that Toyota vehicles on that day.
And I'm Gonna go way, both all of them that you can pull type pieces for the Sundance, 7% say.
No woman jetting.
So do the general deal.
No Mckenzie in C suite.
As a whole the cool, but Oh. This is the person at the Goldman jumped pizzas hold it.
Business as a whole while men with energy intelligence.
No.
With that in Angolese June , but that sounds like an <unk>.
Jay This is lumped into the pool, but I didn't want you got to know them each city towards expanding and don't puzzle Jihad.
So that.
So that isn't a big boy you shall I'm afraid I haven't pulled it up and it will be.
And does it sort of shut it says that this is an angle or downtown she's just going through the.
Maine.
And then go ahead.
The concern is how long she gene Sheila Nicoll Ashish.
That sounds like what I, Don T Asia its own.
And in Colorado.
It is within the pool.
Oh got you.
He Qing new 10 year high meal.
Let's dive into niches.
On the Iot and AR.
Got it.
And it didn't sound like Audi.
Isn't suitable goodness Daniel is you have one.
Hi, Neil and <unk>.
No.
Opinion to each other in time this has happened there.
She should have proven well, Mississippi jumping up also kind of die.
Essentially she sung <unk>, so they haven't really unclear to us havent been do you guys see.
In China tend to flip it.
Yeah that eat whole each in China some yield.
Ashish.
You said that.
The pool, but well wait until it gets a little more ceiling and glitchy sudden people wouldn't it be.
I mean the.
Although wuxi I didn't see that coming soon.
Definitely in England, I tell it to me and said this is they don't want their social Daiichi.
Good day.
I Gotcha suddenly.
Although there's a lot of us having Pete.
So it doesn't hurt.
Absolutely it isn't one time being cats.
Yes somewhat.
Good how he suddenly pay chin King, Iowa, human tissue sounds you engender in Senegal, I'd say, you're calling out where they go.
Towards this end Tinian to touch Taiwan maintained your payroll.
For example, the <unk> Seoul hailed as a vertical it even young it solution the Shanghai.
What I'm, saying.
So that that weighting of your face sounds good idea emptier after they go away.
I'll, let you get.
And aging.
So you see this in wound house a shield building.
Building golf.
Although our P 19.
Akshay.
Is it for now.
Q&A will join <unk>, Joe sorry.
Great.
Yeah honestly downgrades syncarp good.
Hi, Eric.
Wow.
<unk> staff.
And Gulf, which <unk> kind of forces of Alcon 30, her EMEA Cheng.
Shoot.
And frankly I think that.
Oh great.
I immediately.
On the strength.
Syngenta light tool Dol not some goods union.
Congrats on all the time.
Young Guy.
Wait a month or so.
And so they come to me and my kind of hard to nail down.
It's hung in Montana goes down to the timing.
Dr <unk>.
Seasonal demand.
China ambitions.
Demand from our core non time.
So anyway from the.
That's right.
I'm going to call me vehicle.
We saw it go down.
<unk> opinion.
Sounds good.
<unk> <unk> to Sunpower.
Show me and Lysol home.
I need to do that.
Uh Huh, that's we always seeking ways to go.
Jonathan.
Yeah.
Thats good color.
Doug I will come.
It's homes.
The shelving some years as you picked up on so I'll say shoe shows how we can kind of challenge.
No because I assume you'll no doubt.
I'd just tell you on timing and so on.
Hiseq junior and gateways that can be done with Instituto de <unk>.
Long haul kind of show up on me and when we tell them to go.
Okay.
There is no issue on Lingo Fenton took a coupon that housing.
So we've got two new Sangamo.
<unk> no.
Please go.
Oh of course.
The shelter in place.
Thanks, Joe.
Oh sure.
Oh, sorry.
Its effect.
Eric.
Television.
Some of them.
Good theaters or Tony Brian So all sorts of Hong Kong.
I think the council.
I see.
Yeah.
Glenn some bigger suicide car gray.
Coincidentally today.
<unk> consistently been some clinical data.
Yeah.
No.
You realize on TV as it sounds basic package.
Subsequent to D. C. So we also don't want to go.
Okay.
I've done that in Hong Kong.
Don I know you said.
So even within <unk>.
Glen you guys sell basis.
Sure.
So I'll sort of ask the shutdown right now.
So that's as you find out.
It sounds good junior and policy.
Congress Didnt Act swiftly.
Thanks.
So because of losses on any kind of help me with that guys who shall.
Sure.
So you have a union homes, she just OTT.
I'm going to go see the same side of the couch it into their salvation should show the dollar amount you got it.
Okay.
The film calculation with that client.
I'm going to equate more time beaches FX, yes.
No.
So to be intact.
I forgot.
<unk> got some pieces of shelter.
So that should show a substantial lead.
Gung Ho Hum.
Questions.
Yes.
She chooses to shop I'll call them ankle.
That's all about all we've got guys, who could you stephane.
Now I'll go through.
<unk> essentially compensate them accomplished in our first thing I'll say, it's a go.
When it comes to your packaging products.
It could be <unk> phosphate.
Not say cortland overnight.
Quint element that guy.
If I can.
<unk>.
So I'm going to do.
So a motion.
So the Ithaca quickly introduce sorry, I jumped the Congo quota advice would be toxicology.
So some in <unk>.
Sure.
Shimon.
Fortunately I kind of got what it has allowed to come.
In vehicle because I'll tell you we have been.
Diluted.
Our phone continuous days it seems like one thing too.
This is young patients.
Hi Carlo.
No problem going into South America.
So you pick up on the Hiseq Xs frequent topic differ.
Some are not.
Yeah.
At some point in time, where the wind here now.
She was.
Q1, the tightened on.
Some good things out there.
<unk> now.
Now Q2, the gone <unk>.
Since it was humbling to silicone.
So don't pay their character.
So Joe talented improvement Q1 to pass.
You too.
<unk> already seen some biosciences.
No it's.
Two quarters like Q1, the Capex considered it passes.
Now equal seniors.
<unk>.
No.
Clearly, we took a typing right.
<unk> been doing.
With other audio.
Thank you Peter.
Yes.
Good to wait.
It sounds.
Sounds good.
<unk> not <unk>.
Sounds good.
And you can see some growing title.
Yes.
<unk> Center.
So we all the time I owe some guarantees who the coach.
James.
<unk> TV.
The Iowa contract Amendment I took assortment.
Yes.
This engine one what's the chimps.
JJ you walk in and go away.
It gives you a time machine.
Yeah.
We'll see.
Yes, thats on clump <unk> seal.
Portugal not.
Still a terminal count Paul our friends at <unk>.
The men.
Hum.
John .
But neither Tom Palmer.
Thanks Chuck.
Uh huh.
Just on the.
And in two.
So any client that guy's son.
<unk>.
It does.
Of.
Of course when this.
It's al.
Tom gotten on that.
<unk> also.
Tim Cook.
<unk>.
That's on the fortune so as of <unk>.
Guys on the cases.
Hey, guys a telephone Hammond.
<unk> quarter.
Now all of that.
<unk> opened up also.
PV again.
<unk> family and up an ITT Joseph Bank.
Sure.
To answer the Jack Oh, DG has its issues.
It is <unk>.
Retail shelves.
<unk> <unk> the CFO .
Yes.
So I won't be Samsung.
<unk>.
Total Anheuser <unk> Korchman I'll say.
<unk> D J the shelves in time, Pete it's a quiet.
So Hong Kong the challenges of production.
So it's a quiet time in future hotels that have dropped off.
Your domain well measured until more psychology, I Osama wishing that time.
The future on the agenda.
Golly.
Not because all of them and the possible.
So on that.
Okay.
Tulsa being columnar does it go to EMEA.
Hi, Deane.
TPS to beat in NIM, but <unk> seen the steel piece the form factor.
So I mean, but in the future.
Deloitte colleagues yet no.
On the phone channel anyway.
Yeah.
One <unk>.
<unk> is a function of that body.
No I'd say classes.
Hum.
Since.
She chose a name of the charterer.
So let me end by Permian.
Anyway Youll Josh.
Thoughtfulness on that.
<unk> M. Gen time, they look about juices.
And onto.
Onto the future.
CSL to lift off the peak.
Denise you Chi.
Onto that Samsung has seriously.
We will achieve savings on the insurance, let's say not the <unk>.
Paul.
Dean and how the LTV is the key so no.
So you won't see quite the food shows in Shanghai, China.
That's right.
Well manage imports.
Joe.
Yeah.
<unk>.
Tier two call.
We don't call them away.
I can tell you on coal.
And we'll take our statues xuzhou.
Ill tell you on that.
The <unk> team.
Tissue.
<unk>.
Thank you.
Continental is that tissue chopped up and Thats our goal.
Yeah.
Okay.
So he called it got GMT.
Hi.
Charles Young <unk>.
So on cone Kong.
So I'm feeling quite a <unk>.
A woman so I'd say, probably the <unk>.
Guangdong Hong Kong, either way on the EMEA inbound job out of Utah.
Yes, Jay Kwon Tae sik.
Compound W Hotel.
So the higher diesel Gen set pulse glasses.
And that's it.
It's always hit on pricing.
Now turning to <unk>.
Maintaining high single <unk> nine times.
Are you on that.
And so I feel good.
Tom mentioned, so you've seen that.
Uh huh.
Most of the day, the LCD LCD, so no real I think.
No.
Told us when they are assuming.
In York IR choices facing one timer in young.
Her young family thriller Tautology answer.
Finally on the email.
Carl you need <unk> so.
No it's all right.
Carryon therapy beyond the N Baker.
ERP sooner and I sang Kim Bill.
Hey, Howard.
And how that's related to a contract.
<unk> industrial and good evening Sir.
Great. Thanks on recapping some guy.
Sure.
We laid out the door that tells you it seems like what.
I think going downwards.
Thank you Nick.
And gasoline.
Wendy.
Okay.
So do you envisage any specific answer regarding surety when it seems that you'll have to eat some ending E.
No woman to turning them into home intensive I went.
Regarding Xi'an, Shanghai, Wuhan standing alright.
It's asking yoichi window, and Ive been ponyo, signing the deal have to eat some ending E ticket.
Yes.
And as I said that he wants to Jin sang you eat your window and they've been Pongolle, saying you don't want to do something on the E.
Yeah.
Okay.
Okay.
The way to your Windows, Brent linked means unchanged since you win.
Hi.
Glenn you just any man how Paul Frank.
But when you guys did it.
When you take a.
Quinn Science was also at the end of the Lockdown, though when.
It's an all woman Digger Queensland.
Sure Hi months, only Iot data hit how TPS notebook.
So on the <unk> and then the only it sounds to me that you guys are the hype, which who are now essential Joshua.
Moving to Queensland, Tom what are your food junk bonuses that right now.
<unk> Seguros, Hans I take Jaime I'll bet, you can challenge they've got 10 <unk>.
Todd.
Revenue contributions with somebody on how it's hot in guide Ido enzymes.
B go Mississippian agenda marching in guys. Peter how are you guys can comment now man woman gets it I would take us huh.
Good to see all of that your spend on Oh puts it all anyway docked down they're going to be a male jeong hwan women die expensive talent.
Tpa is tough.
Got it.
So I'd say the deal when you just take a quick inside that.
David I think calling on <unk>, Shanghai, Joey Schallock Kendall Women's Yoga Goldman.
Goldman says homeschool channel.
Thank God.
Now did you have more sounion channel mango and see it.
Tiger Woods around that time, Vietnam, which at all it's like a take a dingo doing anyhow.
So that's a good thing.
And you can yourself at home.
Tiger cohorts that can take one.
So somebody answer.
Ethan Allen do you figure that out.
Okay great.
Paul.
So it's hanging Queensland tungsten that its own path.
Sure.
<unk>.
And then.
Chase's mail until I saw <unk> Jose Otp is.
Now all of them yet.
Okay.
<unk>.
<unk> got a whole yogi proof in Chennai and digest all of that good so you'll in Tempe.
Yes.
<unk> ended up in the phone call I see it.
Charlton.
Still a minute then.
Pass through month, either now moments that guy.
A proven attendance so daiichi human data.
And you're in Philadelphia.
All of <unk> business, and that's high Delta going in sound me about it that way.
So what are we going to just a glimpse and develop them.
Yes.
Sure.
As a woman.
And to that guys have.
Send us.
No.
That will change.
Hold on module.
So it goes in and no one else does TSMC, Google Youll keep with this really shell.
No.
Ah.
Sure there isn't house sue them and Zika.
<unk> achieved.
Claude <unk> here.
You're done.
I'm gonna when GC.
Okay.
Bacon.
It didn't happen.
So you.
See it too.
Got it.
Call agenda.
John .
My job.
No.
The goal.
I think thats important is what are your whole neglecting why that got signed.
Pete too bullish in day to.
So it's a crisis.
Yes.
Total shuang.
<unk> put out you can see when we get paid for that.
Absolutely sure.
The Gwen.
I wish them, Pennsylvania mill.
Sure.
Alright, thank our son.
Just as you went to a local currency utilization weight gala.
In.
Right.
Pago <unk> Toyota again Peter.
So.
Sure.
Okay.
Hello, Frank.
When the Tioga linked to you on that.
Gwen.
Cool.
Thanks.
Sure.
There are two types of Taiwan.
Great.
The tissue contact.
See you guys see you soon.
Got it.
Tony that issue, but go ahead Phil.
<unk> this is Dave.
Two P M.
Yes.
<unk> got up on me and that would be obviously a doses.
Nah say in younger pool, whom youre kind of dose to go so long.
Young data full P&L say took a gel <unk> gel at home.
So the way it is today.
It's helped me it will be about Hulu.
We did say later.
Processing.
Once again this year.
It took a swing factor.
Based on the way you enter in your balance sheet well to them. They see it back to you on this tissue can tie it into a certain block and so it's like a 5%.
Yes.
Now if it is how you deal with them.
Yeah.
It's always there.
Super good.
Yes, absolutely.
How does.
We go to contact.
10 switches so eight.
Locked out to a woman coincide more 10 talking about <unk>.
Are you essentially analysis essentially amortization constitutes the Mitchell one okay.
Okay got you.
Paul.
Okay.
Okay.
Hi, Wayne do you want to suit Morgan Stanley Derek Yung do you win.
Yes.
All right.
Great.
So it's a big win.
Jonathan Bryan.
Hello.
Hey, Joe Mohamad.
Okay.
At the end of the Galaxy.
Yes.
Okay.
Yes.
No.
Yes.
Hi, gentlemen.
So no curriculum of things.
Mental year jumbo.
Okay.
Thank goodness.
Somebody out there.
It does indeed.
At the end of the wind and solar.
Yes.
Okay great.
Very tolerances.
Got it.
Yes.
Hudson deal.
Linda John So just.
Oh lead times.
Okay.
When does the deal with ICM on that way.
Got it thank you.
So I think.
Oh good.
Yes.
Sure.
Well listen.
Jonathan.
Yes.
Breakdowns of P&C in Europe .
Great.
So we need to be yielded by that somewhat.
And Jonathan Johnson.
Okay.
Was it both eco and deal with it on a deal to deal.
Frank has it been that Shlomi shot.
Cheers.
So down in the animal and pet.
Hey, Dan.
She shows.
It sounds as if when Darcy tied to it.
Jonathan.
Yes.
Data for example in D C.
Alicia.
Does that mean.
Proven to tighten them equates on it.
Though it has been nine well it yields.
ITT quite well.
It wasn't depositions as a bolt on.
Aneel I just didn't get done.
Well this is Jim King.
Was it as Tulsa, Denver tissue, So EBITDA jumped places don't couch it as having been said it would be don't be duck call, let's see.
How much denied approval and has it been.
Rubin, that's a couple of things.
Didn't didn't deal with.
Without the H M. B boys are done with it.
How is she did say so I'm glad you're dependent.
Somebody that's got that neither one of you guys.
Okay.
So a lot.
So she has a team to cohort doses.
And some of it is it could.
Cohort at G C.
When she says.
Well, then the Portland <unk> T cells.
Comment on kind of all of this attempt in that basis.
Jim do you assume though until we hit toward us.
<unk> seen.
<unk> seen it take a which I can say that's equally.
Wouldn't the position.
Junk days ago, she need Uh huh.
And highway Itchy Thai baht, and she is hiding out in that.
Colin Dyer co Virginian I appreciate those she obviously it sounds agenda.
C will meet a TUI.
<unk>.
So I thought it would this year, but in terms of San Jose.
And I had to jump on a pool from the facies.
Oh and teach the neck disease Alton.
Asia.
Theater glitch in shrink has been national Mi.
No.
Do you anticipate only side.
In doing something.
Sure.
Some things Glenn.
Glenn and I will finish up.
Shang.
Okay.
G suite say frequency local.
Okay.
This is the ammonia down there.
Thank you.
Okay.
No.
<unk> found some commentary so tito.
Shandong facility.
But it's hung keep incentives.
Ty.
So just how are you.
So to you Doug.
Stan.
So let me let me Joe.
Notebook Curtis your oxygen monetize those Shanghai Tycho so he's a monitor so its a good size Jenkins told me as long as it should be.
So to summarize now.
Okay.
Bob two quick tuition so called later tissue Xiaomi in North Dakota.
In the Utica.
Into the found Vegas champions.
So you say it is.
<unk> young.
Can you comment on what you I think I got that.
Diego tells that chooses.
All right.
I'll, let you say does hydro the decay sage.
Congrats again.
And tell me if you hold a healthy and quite quite who Vince yeah. That's a good quick in North Dakota.
The auction ball.
Yeah.
Tom This is Jim.
Oh, okay.
Okay, you want <unk>.
It sounds like it's juices, Shanghai, Paypal, so it won't be a condo juice or.
Go to use some you know until you acquire the Telemundo Otp is.
So again, it's an issue.
Some of them are saying.
One quick question and then local cohorts of culture.
Yes.
Monitor my intention.
Quite she says though Shannon.
<unk> got a hot concept here.
Thomas.
So it was unsecured proven nature.
Moshe.
You guys have been asked.
Johan <unk> coffee <unk> tea soup issue too.
Okay.
I'll cover expenses Homeaway samples.
Sure.
Thank you.
Yeah.
Wade do you want to see credit Suisse jewelry suite do you win.
Those are the acquaintances in Rockville.
Well I wish I could give you.
That wouldnt be shocked you wouldn't know deep which is the.
Alright.
Titan.
I did not answer until.
Global trading.
I mean, so at Tynecastle, because you've been Jonathan.
Hum.
So for example in coal.
Okay.
Oh Geez, all right that one month.
And many.
Tiny tiny bit debenture.
No didn't like win T.
I'm just glad you took.
You can see that the proven.
And then some things that would be tell yourself just the.
Sounds.
Hum.
The types of Lockheed Martin.
That's useful.
Okay. So I mean, it's actually I think there was some younger.
It was hot this year.
Okay.
Jerry I wish I can make a decent whether it's even just says hey, you called that got Shlomi <unk> Shah.
Do you guys, Oh, and then Doug I, just it sounds like the answer that.
Do you see the hostile bought out in 10 days, which Apple tissue hostesses take a conduct way more of a sense then.
Yes, she won't have Angola LNG issue.
That man has the mental and call that not deal with us.
You'll usually see open ticker.
Phone call to each enough on condensate.
On the Chi Dices Doggie, Adidas Gulf Coast to Florida.
Okay. This is a doesn't quite all United Epitopes in time, that's all.
D O T Janina an angle.
Triple play, though playful with Avi.
He took a phone conversation that's online.
No.
Took a sudden she told me that I see.
Joanna Zhao.
Maybe something in so.
Does it take a make what is it going to take.
Suddenly she the Ohio photo.
Doug I said Jim.
Sometimes those also in the email.
No.
Yes.
Often the theatre youre going to answer this.
Melissa.
So no it sounds good and since I E.
The tissue.
Upon young too.
Someone cai.
Vega Cook.
We see this as a whole we shall ox deadly.
And the approaches.
Uhm.
San Diego.
Well, it's something also agent.
Hum.
Hi.
This is John Stumpf.
We posted.
Postage and can't say.
C C.
Got it.
G suite.
Yes.
It's a good thing.
What this isn't good.
I know it's been two weeks African now so.
Oh, I'm sorry, it's on Hawaii.
So you don't see in June .
Hung windows.
Yeah, John the factors at G suite.
Sounds good.
Sure.
Sure.
Yes.
Yes.
Okay, Okay I'll follow up.
Hum.
He doesn't want me to go.
Uh huh.
Mobile DRAM monitor.
Depending soma.
Like what should the you could be doing.
Cool.
It seems you're in that kind of got telecom with the people who are saying that then Tony minutes at the time of the Belgian country I.
When he says the detail.
That's good.
Yes.
No no no.
They also which is the notebooks are being connected.
As you know where you are now.
But then.
Okay.
Some of your.
Is it the split okay.
Okay.
Uh huh.
Uh huh.
So it's done.
I'm chewing into hot shelving and don't.
Don't do it call it.
Junior and senior without like does it go.
Downtown.
That's about a jinyan shelf.
Can be shut down.
Suddenly you find a way to push into what I.
I think oh.
But that's it.
Okay.
Each and so.
I didn't see this as a whole.
And then I've got to be.
I thought so.
It turns out.
It's a P D is that until the couch it so fast that dynamic at all.
Mail you go ahead and chat.
And that's it.
Is it a deepened some once the shellfish and call it <unk>.
Suddenly launching the tongue out data on that.
Doses at Baytown.
<unk> push.
Some of them yet.
Okay.
Okay.
Go ahead Glen.
Glenn.
In fact has answer Hollywood I think.
Okay.
To do so.
Do you want to see.
Our research in 'twenty one.
Hum.
Uh huh.
Some women.
Paul.
Okay.
Jonathan.
Uh huh.
No.
Hum.
Yeah.
Davidson.
So a bunch of Australia.
Yeah.
Oh yeah.
Uh huh.
Got you.
Hmm.
Huh.
Right.
Oh Wow.
Oh, just the shop on mute.
Oh.
Uh huh.
Hum.
Wow.
Well work hard.
I'm sorry.
Yes.
Sure.
Yeah.
Yeah.
Yes.
Well this is a way that.
You know what.
So it's still chair to the choir.
Turning to Union, so everybody thought he chairs.
No that wouldn't be that's it faces some consultant.
<unk> yeah.
Uh huh.
Yes, well tell me I'll tell you all you got you.
He said one anyway.
The close intangible J D.
So I'm sure you all saw downloads, so, especially and that is just to say that it wouldn't be just as they used to.
C.
Ruble casualties, all CIT as junk in bulk.
And I guess I'm not jealous.
And you've got MPR gene yes.
J P. It's something else.
Neither kind of Shanghai.
The sort of hit that then nobody else thats each add up and then maybe just on the Digitization side out.
So that's something went inside out.
Neil.
So I know you didn't ask William told you those are the other G C.
Well, let's see.
Oh, the Chin Chin Dices space and don't pay that.
So I'll, let Chad.
Sure.
L C.
So clean and Glen you May you can bill day.
As a general thought in his hideout, Jan and I hate to even like a whole Cindy that's all.
Some hospitals again, it's all of the city.
<unk>.
So once you twofold the sequences fitness is one which has to be done.
Yeah.
She wants to go through the each in Cleveland and it took us a windfall.
Uh huh.
And that's okay with you.
Do you want to go down.
So where does it go.
Claudius Adrian.
Well.
Download me Shuang.
So I'd say its a schedule to gen <unk>.
And tick.
It's going to fall hunting, that's going in it always negligibly dealing with thicknesses.
My monopoly adult del holidays illustrates it will adjust.
And good fun E.
Phone call because it's also one of them you had some been some lights and Jeff.
Yeah.
She is a mentor.
Shang deals will come from John .
Is it due to the Haynesville Fayetteville Chileans it from Gaza.
Okay.
Possibilities that unions.
Lulu.
Yes, his thoughtful abilities and ends up with us the GC.
Do you see those little woman to T J.
Sunday.
Total Edison.
Ms Xian and goal.
Control now.
Yeah.
Yes.
Oh go ahead Cathy.
It's a good question.
Thanks, so much.
Great.
Go ahead, Helen Google.
My final quick Hogan as at the end of <unk>.
Correct.
Okay.
Yeah.
Please go ahead <unk> you that won't be an earn in D. T kids phone swimmingly.
When you do your own dosage and true maintenance I think hazy center he can't kick in.
Yeah.