Q2 2025 AUO Corp Earnings Call

I mean, when you argue with that won't be an earning O N E. R. T. You find yourself in quake.

Same way you catch it you got them contemplates with banking and some pay downs.

I'm glad you're doing you're playing well hope well my way of thinking human nature again.

He said I won't Mcdonald's to James I'll get you that won't be in some sort of blanket theory soup.

Okay.

Go ahead, Sanjay maybe boiling it knocked out.

So you're up on vehicles the NYSE Jerry.

I am not going to Oh.

I would say some financial players.

So it's the way conjecture.

Yes, it does.

So I'm not so.

It just seems off coupled with Frank.

So they're searching this ethical.

James.

Hi, David.

Do you get profitable way to do so.

Yeah, Hello, John jumped yet.

That's helpful.

Exactly.

Yes, Jonathan.

Great job.

Yeah, so in the opening remarks.

Oh, well, the Johnson and Q&A.

Jim do you want to define that he would go back to Jonathan Johnson.

What youre seeing playful.

What you hope you won't go warehouse, what sounds like kind of unchanged on the Q&A.

Joseph.

Sure.

Alright that sounds a partnership what John's expertise and go away.

Don't really change I've seen that you took so long to get the.

Please go ahead.

The safe Harbor notice.

So how much on Waco with BOL com.

We're always thinking about what's the baby.

Joe what I saw me.

Yeah.

Yeah.

Besides that you gave that long.

Yes.

Hey, Joe.

Obviously like I said, it's we also talked about Gee, how can you say that you can do to wages.

Yeah.

Oh actually query that used to do that so do you think that Oh you Chi.

Okay Alright.

T V Kool aid teaching teaching novel Yoki, that's all that she wants.

Okay.

Telling me she took the job.

So I'm quite sure yeah, yeah yeah.

So D G shutdown gotcha gotcha.

Mobility solutions.

All cohorts I heard that you said it sounds like you're doing teaching.

Jeff <unk>.

So it's Jeff <unk>.

So liquidity eshop for cheap.

Vertical solutions. So what are you do you still see people. So she can change so if you go back.

Bye.

Couple of question, if that's what she she can't level somebody that you saw their job well.

Yeah, Yeah, so yogi cheap.

That's right yeah.

That'd be Akshay stop <unk> shop, obviously upset that's all washed out there talking to what their job.

That said you thought you shall not waiting for either John.

Yeah, Yeah, Yeah about Hadrian, South, Texas since IPO per se, yes.

So you don't find me in closer to that so that you can call that you've got T. G I.

Capital C G that yet, but you don't wait for that side of things as you get to pick up a set.

Yes, you need to be it sounds like the urban.

But yes, there's your 40 and I E.

Pete.

Yeah T E C U E.

So you all I see yoga shops, you go downstream that you'll have 30, you can see.

So that's at a young CEO Jay you bought that way it will be popular because I get it.

So as you know the E P.

Happy to essentially get uncles that like do you do that you had to wait to see.

You can't do that.

So your whole junior wasted your E N E. P S away or do you get a video game they choose somebody that E. P. S O N E.

Yeah.

I'm sorry.

At the property insight job, Yeah, Hey that you're taking away sponsorship what you get I think it sounds like there's a good chunk of them are sick.

Yeah, Yeah, yeah, yeah, so, let's say I suppose al Queda yacht video shopper cycle was this whole books, if you tease out a couple of jobs.

Sometimes you that'd be so you tend to pay on cobalt I tease out what he doesn't M D G.

Cheetos vehicles, a day and she started that you don't think you're 40 G. D. G to like 40 jobs in that kind of coming up with that deal.

Gotcha Okay.

I didn't get a charge and she does it cause you to come to the channel.

It's been doing a lot of the turnkey food back I'm.

So you can calculate it.

Okay.

Yeah, a J D.

Chicken prices this is heath.

E G outside but you don't see any sort of impact.

That's the weekend condensate right.

Yeah, that's a junior ELT out what's wrong with that shop. The way she has told me.

P O G.

I'm glad to see if I get a chance to check if I do youll see E. G. D that you can put that into the pieces such that you'll get sick of upset because it sounds like even with xiaomi.

Yoga per se. So yes, it's a G to N type data you'd see you idea chip away of course, I hope it works out.

Yes, I won't he says it should be stay calm.

Do you want to EOG and that's the way, it's a job so well it sounds like that's what they've got which is I can tell you also but the key is already behind us or watching a little closer to what you say you're keeping in Chile. It sounds as if you.

Instead, it will say, it's absolutely doing kind of the same way.

Your child, who kind of shifting around.

Yeah Yeah.

Yeah, well, it's actually not.

Changing gears a little.

Nice to see you don't let you do that so that gives you time to tell yet.

She's a C E.

J J D O to O E. G. You don't pass it.

Yeah.

Are there changes to chi.

So it's a whole lot of change at the old Soviet Joseph Galloway Jackpot, J&J yourself just to see.

It might be okay. So have you spoken to they eat out like I said give away part of your question are they each also we get because I shouldn't inches off system I E.

Sometimes you see that changing you're going to be out there towards.

Towards the disposals of both of them. So you didn't get a cultural without that St. Peters, that's stretching soviet's own so until the close of the June.

Does that charge out or was this all chipotle chicken necessary way Yeah of course, you got them a dog eats it goes away and sometimes Ikea client go Pops, how would you Echo 19 equals yes. It does.

If a deal, especially if she goes into the.

Championship got you in Salt Lake.

Got you, but I kind of think that's where you're supposed to show signs of a culture of being so that piece of.

Right.

So to start off with a child.

Telecom, so look I kind of thought that'd be Jumpstarted, Chile, South Africa per se about saga.

Per se.

No particular solution.

So I'd say you can wait until that's like outside of it just sounds like you said you had out there for sensor suite to understand them.

Morbidities that wishes so they use so that's.

That's the piece that could spark a per se.

Okay.

Shall I Shan't go away. So let me close with a Oh, yeah, you'd like you do with it you get to that as well. So just that morbidity. So she slept thumb yet. So we are getting way. So they can shop visit yourself like D. C. O T J saw mid single digit percent.

She said that Grad School said, Oh, she's bomb, yet, saying, yes, Philadelphia, Pennsylvania.

Are you where do you think you do have to be.

A lot of it yourself.

G E L E.

If you do the same job at low to mid 20%.

Of course that gets very informed me in.

Thank you. So the liquidity is good so they can shop, so I guess I'm still changing quite lets say it got it that's.

The championship.

And so the idea.

D G equates to do or that you saw you saw sort of Soviet ship.

Hey, David.

So it's just not going to go away until you've got hopefully every month.

The way it also since you didn't meet your opinion.

When you can do it I can't tell you the keys off real quick with USD is pretty good and mobility solution. You meet that you just didn't see the POC to toll.

They'll call it doesn't mean that we did.

I see every day.

Since it means yet.

The city of a pita they even silica some self help kids not vertical solution doesn't usually move.

The mismatch issue, where you said you tell me on the phone yeah, Yeah in Philadelphia, where do you feel it'll eshop, including as you said it's a.

Cynthia you can so you place your theory.

Do we have shut down.

And if it does feed into all the detail.

No.

That'd be Jamie in that way, you don't get to pick them up.

Uh huh.

C C.

I can tell you either can do play do you sense at all with the same vigor.

So the insult Yale and so he also youngest can teach athlete who did have been don't think once with you at all but the unions and subsidy that's one.

You'll have high school, whether you're in China, you did it.

So D G that they deal with.

So it sounds that you intended to work.

That's in Union.

And then when you say that we should go and where do you think.

It'd be useful.

That doesn't mean I'm getting two other guys that will sit down.

Does that help.

The fetus Waistlines I P O T, but maybe.

With a total of 40%.

But it is.

E D.

There's always give me a D a.

So you either got hit.

So we went into this entity and so it sounds like you didn't get a chance.

It seems would that be sensus toolkits.

B suddenly heating and dealt with it.

T a tick.

So I guess does that pool.

You do that you can watch all of that yes.

So he told them quite Oh I didn't.

Ah you don't I beat is a good target.

And I've always said I can't but if you don't mind, you and if so what is it with people that are already.

They are shared with all of them.

Shandong and those didn't come to the street.

Hum.

And the other thing that you just went through with other countries.

Yeah, well testimony Chad this is Jim.

Well just to get through all of them equal it would be to pay down.

But did she doesn't have a win that's a wall of doses, how you'll pay for BT Italia Moshe.

But once they do that <expletive>.

I'm going to take 1000 cold would've happened.

Apple.

That's a good question it won't be till then not so positive.

S M shares Jafco and just fill it all because there's some keep with that.

Yeah.

It didn't change.

And you wanted to back to the.

And that's what's up.

Would you Sue I.

Though not yet into wholesale well she could you pay me, but one thing that you can put you there.

So as Glenn said, it's instead of being cough, and cold who shoot you that draw attention to it.

Tom can tell Paypal, Yeah, who high school equal medium for that.

It's all say, let's say tell you with EG people to chat on three close citizens policy.

Equal they could walk cause and Wednesday, it couldn't wait so Jeff I'll make one other shall basis in fact policy. They way you issue in Shanghai equals just shoot you.

Z wave, what agency, which would get us and them.

Let me hit at one time.

Okay.

So I guess, what I can say this they tell me is that you use that quote.

Just wait until Q O Q shot shelf losses, let's say.

No.

Do I believe it's on my.

T O D could be easily go to Samsung.

Give me the same thing so I thought it was a great. Joe is it into two pieces or D. D D D.

And indeed, I shall hold on keep whole that goes away from coal now do you see that.

I bought them from just easy so we're doing quite well.

I see this D O T codes sushi and you went through the painful that downtime.

Golf with that at this time.

Can you give me high resolution touch E privacy to what it's been done you can Philadelphia.

It's really a defense he seems that'd be good.

Well, that's good well, let's say I, probably not as big of lesions yeah. Okay.

You can kinda co who payables I don't we don't.

I'll also.

Uh huh.

Oh, Yeah of course of course, not the only pools, they've moved to east which didn't come.

I think what it says is that would be nice to just hope youll cut them.

Ah Indeed, a good salesman household one pizza people accuse you.

This is a new way.

These are people that have been sent to a shop that union.

Yeah.

Chemical waste out in Colombia, and double check.

I'm wondering can I display designs, he shouldn't that be each other even so.

D wave is up.

I mean get beat up a lot and get a couple of doors I Toni good changes.

That being said, let's say.

We instituted in central London, a sea change in the pool, but not discouraged emphasis you T gel day switching quoted with <expletive> could you speak acceptance.

Julien Yeah, well I mean, the parcel that should hold them easily but that doesn't cause yourself.

Santa Elena Silver district mobility solution.

Hey, all vertical solutions.

If you do them, but don't she did say she moved out she owns that already achieving the goal right.

Nicely.

These solutions just some vertical integration savings of seven feet and goes all the way back.

Shouldn't that have gone out a little bit.

It's all of a sudden that used to do the union right. The way up anytime you Shouldnt decides to go to trial. The feedback do you guys is that just because you do but.

It took us as well.

I don't mean, just the diligence.

So as you would see what he's been Hudson City New route.

Just trying to L. T D. G. Micro G. Fast is you can tie that just.

Mobility solutions ski vertical solutions.

And of course as you can see through it I see spirit that'd be Chick Fil a chipotle.

So they should help with it.

I think what ive to say its issues happening even sort of thing so I'm gonna Zimbabwe and then someone can use each of them.

Yeah, that's the way you talk won't be solutions that way right.

Stay tuned yet this year or Didnt ship, who we all of a sudden D. M. S. She trough just.

That's the way you thought the shingles.

So I think the way.

Alrighty.

Dominion to Ehealth.

And I hope you all about it.

So you'll see E P H D C.

Just a bit.

Sure Doug.

Your father.

Nobody at either end message either some way to go here.

Here too the tell me about pier one purchase.

Just one example, but as you might.

So the way to attempt to smell coffee.

Oh I thought you guys would change it would tell you that the billing system like what do you like to see.

Defensible patents traces that said even in person.

Quite how vertical solutions.

You pointed out small verticals.

Oh, My God all screen solutions.

A small very small vertical the quietness.

So I'll just take a chance.

That's a good teacher, if I'm not a simple then.

Wouldn't each institution.

Starting with boutique.

So you see it.

He got to it.

Not anyway, but.

We can see and which is a green solution.

The thing that equal suicide cheaper than diesel you shoot. It did you find that that's really made up of other patents yet.

The whole Oh did you pay your last few weeks, but people tend to Wendy issue with it.

Yes.

Our computer T. They use those that'd be that kind of mobility solutions some vertical.

Peter you didn't tell me more than 70, you're sort of setting up a center.

You didn't call that.

You had asked about the D C.

Well yeah, there you go.

She doesn't seem to be up.

Now we are in let's say that I used to push really cheap well geez technologies.

She and her team is mid day to go the way she is a tough task.

Is that still a good idea of foods that maybe it's a centrality institutes that she does.

Cook.

They don't just the way it's on what she said she sees that.

The County, where you what I've seen nothing metrology touches you pretty good in the.

Charles Hale without trying to in some way.

Anyway, we would adjust who signed that you instituted that weekend.

Yeah lots at Jennie O N.

And he said the shelton them to sit and wait until that's the silliest Homeport City, Utah and you didn't have to wait.

Some kidney cocoa reinforces that.

It's almost like that too.

This is L J.

Well, that's great political molson diagnosis or thoughts that you can say why it would be nice.

It's absolutely something that used to fill jobs repeat it I think a third of that issue.

I think Paul even so she said Zach.

Now she said I O N.

Frankly, I couldn't always told me he went into the system.

Cause the smart mobility.

Vertical solutions that you see here.

Oh yeah.

Why.

Crown point in time.

Boxing teach us.

Okay, I'm quite a huge sequentially.

Go ahead Sir.

Sure.

Well once again.

I mean, whatever it is.

Yes.

If it goes to the issue you got call Goodbye nationally.

For example appears to still be quite fierce either initial Shanghai E G shop in shop on it.

Mike.

Good job.

Ooh tightened quite a few dozen shop pier G and so you hear us.

Okay.

Yeah.

Yes.

Not because I'm talking to you can stop on the golf and country until you go through the three one times at school.

English dosing paradigm.

Okay.

Although she goes towards more she goes through.

But it doesn't really change things he had a chocolate to shop.

So at the time.

I want to do what you can cope with all of them worked hard goods.

And she won't kill you are completely done yet.

Well go to China.

Yeah, I think it's all good.

Oh I'm sorry.

Once you go to.

July.

I'm going to try to teach.

C G I sense, you couldn't do it sometimes.

Right.

Hopefully it goes off I'll call it drags the whole team.

T Z diet longevity.

Oh, my teaching a piece that she comes out the kind of things.

So your contacts we Gotta go also cool piece furniture in my time here.

Sometimes you do so.

In Q3.

So I'll get you there could be impact.

Great product great blocks that good times of cortisol.

So it's a different time than us.

But to your shop I think if you do it case Goldman.

Sure.

So you won't see it it turns out I'm actually couple of questions.

Its future.

So it shouldn't.

The amount of Fulton our solvency.

Okay Man.

It's also going through a change in the Chinchillas passing to attack in fact, it's very true I might've been.

That's a different color.

So you couldn't do it just you broke out switching diodes, President Greta shop, OBO chewed Donut ssangyong.

So I haven't heard of it furniture in my ideal climate control because you did that.

So cool courtyard Union pool, one Sun Bingo site.

Uh Huh he sees Joey good T.

You know what certainty and so you're going to meet you.

Thank you.

G suite.

But seriously shocked.

We'll make sure the quarter's secret forties helicopter shipments right.

You can check their tickets, we got cool shouldn't you've got that sort of kind of putting the young college students.

Especially union.

M.

So can you give me a great young at heart a teacher.

I mean, your firewall Dawson when we shifted certain pizza a.

So long way she's on mute.

Yeah.

So I want to see where you're giving away the shop, you cheat mobility to be quite so quickly.

Sounds good.

You can go get you.

The percentage now.

You can see the TCR T D.

Do you think you got educate weights yourself with a fintech.

That's when you start training the pool, but it seems like it will be if you're a genius.

So Shannon Jello you choosing your weight on Hiseq Gulf Beach.

Not the Jello you D O T box you, Okay fair enough I'll call it the low to mid teens for 57.

So you're at Hitachi.

That's what else that you can wait wait.

So I think what you eat chocolate Youtube doing excellent osha to meet.

That's how I would think that alcohol, which goes to them.

Oh I see.

I'm sorry.

Okay.

Yes.

Right.

So it really is difficult.

Yeah.

So there's a whole milk it shouldn't food is going to go.

If you're entitled to ensure that.

Posted healthy industry.

They're going to come from sort of foods.

Going through your own Fabulous Katachi high pass all the boxes.

Gotcha.

So how does that hit me chip.

Do you.

Hi, Bob.

You bet your tactic or do you enjoy it.

I mean, why I shouldn't yoga fitness and hold your effective April the coupons com.

I know you made some movements coming through but it's all offense.

Oh, what's that.

Sure.

Ships is just your phone that she don't fall in the fine art.

J E T C code to a safety issue.

Judy also Sweden, Poland Me micro E D a.

So since you're going to hear from that quarter.

So that's where you shop I can get to 30 Cheetah.

At home in the micro V chip.

So that coupled with the Kobe conceptual that'd be a stupid some soft company pre tax.

So I'm being told me Michael.

Yes.

I pay attention to.

Don't pull me AI teacher, if I'm right now so it's.

You may see on Sarnia, Ontario.

The joke.

So she's got to cool tool called back goes on Michael.

He told me ships at sea.

Sure.

Just your thought on that.

Exactly.

Sure.

Oh truth opinion, I kinda Moshe microwave Sydney.

So you're not getting towards that.

Triferic.

Gotcha.

Judy.

So you'll see them soon.

I'm, telling you on the Pudong science behind it.

You say with either because you're doing there.

So Michael if you could talk to you.

To do so.

Okay.

So I think there's a whole lot a woman sequel, essentially pocket per se, but if you want to.

Junior teaching that don't sort of item.

Absolutely and shoot the torso expanding them.

In Society, who will walk us out with how you judge it should be.

So go sue them, it's a political solution.

Good question Nick.

At synergy all of them and so that would be hitting your oh <expletive> in fact, some filings I will go through.

So you know what.

Is that kind of mind for you all.

And those who come here.

She goes right to the top you tell.

Tell me a cut dogging hot topic.

They seem to be starting soon.

Sometimes you just got.

At some point of time.

If you find it useful.

I can talk to I mean is your balance sheet I'm going straight to the top.

She won't even go into that case once.

Once it becomes Oh I'm somewhat affected by email so equated himself.

So if you don't.

Don't work all the time, if you look at some point of time.

Hi, Judy.

Or what's your cellphone market.

Pockets of attack activity out of us.

Besides who junk guys I'll give more soon.

Also checked all co two could go up on me and John Josh how could you be.

It won't be outside of your own.

Okay.

So Joseph.

Did you actually use one.

Don.

Yeah sure.

Hum.

So if.

I come from kind of watching this action actually sit down and I'll come to the 17th it influences.

I probably have to Daiichi.

I shouldn't say as you go through some of the trades.

Well, maybe a T W. H I T.

Trading.

In April with some very good time to take your phone right now where you're right juncture don't being quantified using it and so I'm just trying to get them to me.

I hope you feel good.

Go back to anytime soon.

I had a thought she says yeah come home cooked or kind of what.

This action.

I'll take a quick look at Union.

Woman.

The oxide.

But you do.

Some quarters, it's gone through all kinds of shapes. Your impulses didn't go the right vision cocky about home Jacob.

Chuckling going through two shoots being done some good deep Red coffee school counseling.

That's really in the types of jobs, So did Ya Chu, who joined stock options and stuff.

Jimmy Choo Calgary Sydney.

Retail smart health care Smart enterprise.

Enterprise granular picture you gave me trickle of pitching Jonathan you got to do it.

Just do it with home that's crazy.

Yeah.

Opinion polls does that actually create a wave the white.

But to your point nice chunghwa.

In theory suits.

You will tweak what did you hope you got the.

So that's what's happening.

Gee.

Why that change or was it also in the media.

She started starting to either vertical solution that can be sold separately.

Yeah, John I thought things should choose to use.

So that would be a whole lot of chunky or what's your time.

Sure.

So it sounds like you're not.

Oh Wow.

Critical social distance.

Or what are you, giving them in check.

Yeah.

Is actually that you show chunky.

Placed in jobs low to mid 20 percents.

Page.

Not to start shrinking that footprint.

You can watch it all.

When it goes the illusion Geneva can you show some target shooting game, where you're a high teens percentage.

Oh I see what comes with it.

Yeah.

Peter It got boxes.

I'll sit here, Paul I'll take the effect of the furniture space.

And so far it didn't keep up.

Flowback testing wipe out.

Sure.

And I'm glad that way.

In fact, I think teaching system.

What you're going to face.

Oh, and then again the Churchill keeps about potential uptake in Guangzhou, he or she chooses to shop.

C J.

Like I said beneficial.

I think the only thing that's helped us pick up with that okay.

So that sort of whole buttons, you can stay tuned.

Since I'm glad it's only it's only 50 days go find gene.

So you see that sort of just as long.

Once you get a change to that.

Pick up Pinkel, Nacho Chin, Yeah, Oh, yeah, and I kind of know how.

It's only a handful taco standby eat the equal each of them and closer to the type of people at shot.

Shot show, our CE way, but hopefully I'm back last week.

I guess, what's the ballpark on a pipe.

T J T. A L. P. S T G SIFI job quotes on that potential.

Now do you want to take just a pool table in lots of ways.

The chip equal say standby eat type of Vegas streets at not quite the way that this is essential in that.

So do I think she's well.

Kochi to job, what I've quite possibly a telephone south mall pick up vertical associates a.

Hi, Yo took a piece of paper.

You want to change the business model. So I would say most of them with you in may of cortisol genzyme, yet by the time that you get T Y. So it goes to the heat wave at this stage.

You can calculate the genius.

Somehow some shops baffled to like a shotgun.

I'll see if it is.

If that was kind of like Oh, yeah, switching shrimp, we're actually I'm quite equal to psychiatrists yet now Hudson.

<unk> got some capital ships has come off what do you think to what I said for your coffee and she got sensitivity about I'd say, if you don't have to basically take everybody. Okay.

But the highest quality sheet job loss.

It took us to take the top off alcohol and she now about that.

So I decided not to go so she said to yourself.

So I think a full half the time, it's really a it's a dose.

Our senior notes I can tell you that she thought that your class.

So what she told cold kits that put us as I shared that you said that xiaomi.

You can see.

Hey, Tom this is understood that shakes itself turnkey, okay, you'll find out that you're stuck on the older homes, yet Jeremy it's likely.

Some by mail Cheesecake chocolate they kept.

So, although I think a whole lot since as of today it is yellow box.

So I hope to.

Since you talked to you the gene eye of course on Panther into a fireside chat.

He told me he said don't waiting wait and see what it seemed to pick up for dollar for the top.

Oh, just yet is that fair.

Just displace it sounds like.

Key Tradeshow, TV, which have been summarized it ourselves.

Of course, that's all something that wasn't going to the arcade uptake.

In fact, if you shop and sometimes happens household.

You can go back towards the voice quality, Saudi I think batesville, which seem to be quite tough.

I feel like all of that Oh, what I laid out.

Right.

TLC is always Stonewall titles at the at the coal Hill.

Ill.

Make worldwide.

I think the into a whole teach at Novelis in Seattle.

It's a T V I T three.

Sure the Chancellor.

Okay. Okay.

T V.

So that's the other piece of the T V. The time to keep that.

This is it.

How does she Charles.

It's a sign of a set a Y O y.

Not because the children are for your shelves upfront, that's all without worrying whether you're getting.

70 or spa.

So shall I say.

That's what it's done.

Horses houses for the Pizza also okay, yeah, hi, she's not be choosing cyclic.

So it's all turnkey idea.

D O T T V's the Europeans.

Pandora send them away.

Otherwise shop here.

It sounds really like that.

I thought it was ideally box hotels since yesterday.

Shelly.

So has that had a Y O y that sounds odd, but it'll be about $5 seven.

Things that are totally outside of thoughts as to what possible.

Sometimes the Y O Y type of deals per se.

So it doesn't Uh huh.

How long she'd like.

Pharmacy.

And suddenly a day.

Sure enough.

I'm not trying to make lets say that Michele Gupta.

Sure Pete.

All right.

Possible.

Yes.

The policy that says there's a per se.

Got.

The challenge he doesn't.

Our country.

Certainly not.

Besides these ips.

She is a prime day jobs.

Last Friday in July.

Since this call.

Palm oil in adulthood teach ins all associates, who shall tapping piece I'm kidding.

Uh huh.

Uh huh.

Oh man I want him to the culture.

So, let's say somebody got St Condensates.

Not that I can pull but oh, we have to be.

And then outside yes.

Oh, yeah, sure that sounds like Y O y.

Silver per se I'm, not really obviously I'm quite sure it was.

You said Oh.

So a whole wheelchair teacher and she I'll say carpet.

Like I said, we're finding ourselves yes.

Side.

Got it.

There've been a few choice 70, I know its own corporate npls local.

Tycho, it's future Uh huh.

D G P.

P O T. The telephone.

So that's I won't be talking to you.

Okay.

Break Friday, right getting back to school right beside me that since you all know.

Yeah, she die size, but that guy.

Yeah. It does it does.

I don't want my.

A little softer than its all time together, but that's.

Hershey and the so called privacy sometimes themselves.

That sort of thing not.

San Francisco's pardon me in that.

That's helpful.

I think that's a good sign for like Y O y for 48%.

So we are heartened by it.

Yeah.

Oh.

All right, but some with our with us okay.

<unk> tell us all of them.

Yes, I thought it would again haven't seen that type of stuff.

But yeah the Y O y.

Pinching.

<unk> seen the shows us about that.

Our wireless sensor.

So that's on one design teams.

Jesus after what she said.

So the back to school with Us.

She also.

Got it.

Not that I don't see the promo cordless on me and Oh, you said it was almost all of the box.

So I'd say its own wall systems.

Sure.

Sounds like JD com.

Not that there may be some time anyway, one say that will change things.

Hi, good Tolerability.

So I'd say about me in the.

South of the Tico, what does absolutely crazy.

Our society.

So you can manage your chest.

It's a long shot.

So it's I don't see that damn close warehouses like.

All of those boxes.

So I Wanna Zinnia Chop on me it does she also gone unsold.

In Florida.

So getting in Pi I apologize C O teach him so chassis that's what Michelle.

So why the price right Friday, but you're right.

I'm Paul Kinsey.

So it sounds like it gets worse.

Yeah, Ian corn soil teacher novel say, it sounds like I don't know.

It is senior to walk easily on salaries and stuff.

Teaching if at all if at all.

No totally if he does all target like I say it seems that the whole economy.

You got me to the index.

Indeed, the tool shelf out somehow.

Sorry about that.

Yeah, Jack I can palmisano, it's always in D C.

C U E.

Got it.

Yeah.

Andy you want to take it gets full childhood.

So.

Yeah.

City of dreams.

She said I want to know what she wants it yet whether or not you wait to see what my back away gentlemen, could you sort of felt practices I think Joshua when Cisco are lumpy.

Ladies and gentlemen, well now begin the Q&A session to ensure school Australia people. Each participant please remember to limit your number of questions for three per call and please stay them all in one go. Thank you.

Okay.

He went to gauge his attention.

Okay.

Do you want to eat some me too.

E E.

No woman tuning them into home team Penske.

When you see on T cells.

Okay.

Alright.

We will now begin the question and answer session. If you will.

Like to ask a question. Please press the star key number one telephone keypad.

They Miss announced you may begin to ask you a question.

If you wish to withdraw your question. Please press Star T and number two pencil. Thank you.

Now first question will be coming from Randy Abrams UBS go ahead. Please.

Yes. Thank you I wanted to ask my first question to follow up on your remarks I'm disappointed.

Yes.

If you could run through the sole lender.

How you believe that affected your first half shipment.

Perhaps higher it sounds like on notebook and I T.

And how that may affect the second half outlook and second part of that question is we may get some of the tariffs coming back on a reciprocal or section 232 tariffs.

So how do you view them customers and channel.

Third or expecting any sort of slowdown from those tariffs. That's that's the first two part question.

Just ask the other question.

On the vertical business, if you could clarify in the guidance, including and excluding the I think consolidation.

And for that vertical segment, and how you see the strength, continuing where it's tracking well.

King.

Ongoing just factoring we still have some macro and tariff concerns.

I'm sorry.

Okay.

Oh.

I think the carrot issue.

I think it's a.

St.

Our customers here.

You know exempt basis.

So for.

For IC product is all in.

Exempt.

So the sulfide S T a.

Quite constant.

I'll continue.

TB.

Panel.

All of the brand customers they have their production site in <unk>.

In Mexico.

So they all can meet the U S M C. A.

Requirement so so far.

The problem is a U S MCA requirements there Kevin.

Zero tax so they are quite optimistic about is our policy.

Right.

So.

So as I just mentioned a lot of customers are waiting for the.

The final example in August and then they can train a mall.

Racist or.

The promotion.

Progress in the second half.

Okay before we we normally is a fine all current resolved our customer already fully in there.

Steve Madden.

<unk> came in.

In the first half so.

I have the data in the second half to.

That demand.

Oh.

Well be optimistic.

Well, it's not like a traditional.

Possibly that himself.

So that's my.

Thank you.

Okay.

So oh the vertical.

Infection.

Uh huh.

[noise].

Yeah.

We are talking about it.

If crude Oh, Hey D D.

Right.

So.

Yes.

So if we exclude the ADT completely.

Consolidation and weak for C O the coming in Q3, the vertical solution revenue will be a.

Decline low to mid single digits because of old so he picked by the exchange rate.

However, when we revert to the original you change.

You're right, we still see the let's suppose solution can keep the.

Increase yeah.

Low single digit.

And for <unk>.

Yeah.

You proved the Ah <unk>, we see the proposed solution the whole year, Greg when you compare the 'twenty 'twenty four we have increased low single digits.

Okay.

Okay.

Maybe just a follow up low single digits.

So a little bit below maybe the target to expand that more aggressively.

If you could recap a bit of a drag on the business this year.

Yeah I can take.

Thank you Randy I think the.

Original in February you all were talking about 10%.

Y O Y revenue growth and David because the exchange rate so.

That's the reason why we now foresee a bull case at low single digits.

Okay.

As you know currency exchange rate at the bottom of the original guidance.

Okay, great yeah. Thanks for clarifying okay. Thanks, a lot.

Thank you.

Is there any way to windows Citigroup, Kevin quantity win.

Okay.

Thank you Mike.

Sure.

So when we were smaller.

Okay.

Okay.

Thank you.

Okay.

Oh, there's one.

Right.

Okay.

Tom.

Yeah.

So a lot of interest.

Okay.

Yeah.

Yeah.

Uh huh.

I'm a lot more of that launch.

I think the answer.

Wow.

So golf.

Okay.

Oh no.

Yes.

Okay.

Hi, Bob.

Hello.

This is Joe again.

Thank you.

You saw that.

Yeah.

Michael.

So.

Okay.

Yeah.

Oh I hope somebody this is Josh.

Yes.

Thank you.

So I would tell me that.

Bob.

Okay.

This isn't about one yeah, yeah, one oh sorry.

Yeah, Jason.

Okay.

Oh, no wait too long.

Two more.

So that's one thing that I wanted to.

Alcohol.

Yeah.

Well this is Bob.

Yeah.

Okay.

Sure.

Okay.

Wow.

Oh, My God, that's kind of all of it.

Some of them.

No.

Yeah.

So that's one.

Oh, yes.

Oh My gosh.

Absolutely.

Yeah, I think so.

Hum.

Once we bought them.

Yeah.

Yeah.

All right.

Oh baby quite easily go crazy, though aikido, while keeping some safety Guy T that just assume they're going to do quite a bit of hockey I see that you've got that iqos is sitting there, saying, okay. Now they say you got a thick.

Thanks Peter.

Peter that's a good <unk>, so kind of like Okay, you thought you're going to keep us out your 10 doses like a 19, okay. So he went to mountain Guy and Tokyo, and Chicago, So Cody I'll take a shot at it.

I said that quite a day each on that pool, but now you've got some take okay spray the hockey but Santos.

Uh huh.

I can call it a bunch of it sounds to us because it turns out like a pool, but mobility teed up a bunch of Asahi exit to the peak.

I think I said it.

Took a P S eat up waiting to take a shot.

Seven Q2 comes out we'll look at our guidance he called Krazy that Chad so that won't change the 19 day type piece of your question Joe.

Okay.

Is that sort of played out.

Alright.

Yeah.

Yeah.

Okay.

And parents Oh played out that's walking into the whole thing on there you mean.

Well chip inside the Sun's heat I Jim.

A cohort or a huge hill you always had co at that time.

Bob here.

I don't see I see.

And you only take Telia teeth.

D G.

So it's easier to do it all tease out long haul fleet sale in the fourth D. Besides you deal with a tool we use tell us all.

Low single digit does that go.

Also check out.

They all kind of like a buyer then.

So who will supersede that.

So I'd say, if you are trading to shout out of their way food waste.

Yes, it does.

Indeed schoolchildren awful.

Yes.

Yeah.

Oh excuse me.

Yes.

Yeah.

Okay.

So anyway the window.

A recent change to it.

Well, that's a lot how to listen a couple of cents.

Okay.

So that goes on one hmm sounds here. So let me know, what's I mean youre.

The.

These are ones.

Oh go ahead I'm sorry.

Yes.

Hum.

Hum.

Hum.

It doesn't change.

Uh huh.

So it wasn't just me.

How about now.

Uh huh.

The pick up certain seasons.

Not anymore.

Sometimes it just you just.

So that's a good third quarter.

No.

That's the key.

Sure.

Hi, Lisa.

The city.

Why each of them.

I can't say that.

Just your Odeon accomplishing that they don't know what my citizen.

Total bullshit.

Took a tissue.

Hi, Joe This is Tom I did not.

They'll come in.

Took a pause at pizza hut.

Got it.

That's all gone.

Don.

So let's take.

So we're supposed to do.

Yeah.

A piece of it is probably what we can see no bounds.

Bound to paint a bunch of them.

Oh single way down because that's the kind of weak so it's in New York money, good and tie the skin.

I was trying to.

Coming up in dark Green.

Industrial and kind of the change.

So the on time.

But she's doing so did you say.

She checks for you into a crisis.

Well to tell the time Pete Joseph a.

So we the signage contracts.

Not all of them and send them to either Tuesday shouldn't say Oh.

She witnesses.

Country choices.

Oh, sorry.

That's in place.

On that.

Yes.

We're not done with your tenants.

We don't see them trying to pitch.

You sold a chunk Glen this is Jim.

Each year going from clean sheeting, Jonathan you can call us.

If you are on that now.

Some fashion.

Hi.

Trying to get a chance it will help you a whole.

Ah, Yes, you to treat these yachts.

Why are you used to break even so put it this way it's always something you don't and call. Upon what you think Oh shoot.

Sure.

The wide action actually kind of jumping back on.

You're going to have to pick good genetics.

Do you have any ships.

Oh my goodness.

And by a woman.

So the package insert.

Oh I'm equally.

What got me at all with it see.

Sure sure.

Yourself.

So that's done.

That's the way it's Jim.

I used to pick up.

Or myself a call posted pretty good right now.

I didn't get that did you say Oh C D.

E D.

You too.

Goldman.

Cook food sector.

So it goes.

We don't change that she didn't ship with huge out there to win.

So you could see here.

So basically all places.

Got you twice actually you can wait for good somehow verticals younger.

With that woman I go to go attack that.

I mean, good hold on it.

Our teams have Jonathan.

I forgot I forget.

Okay, and what was happening the cool guy, so I'm going to feel comfortable with it.

Actually couldnt be stuck with it.

You're going to need.

Doctors are waiting when I change that they couldn't before that happens.

That means we got to a sound yet so it's actually the youngster. They don't have access to that teach you want me.

Or are you also have to cause us not to.

But south Dakota, Aegean Shih-tzu ninth deal with it.

As for me I'm stupid.

This is jed.

So you can push them up accordingly.

To be quite important but you have to Cushing, so you'd say, you're queenstown why something just temporary.

Hi.

So my.

Turning to excel in Seattle, but we haven't seen them.

When we talk with people and places like that.

Okay.

Which is Oh my.

Consistent.

G suite at you.

Oh and I keep going.

So just to go back to.

Hi, Cole.

I have taken care of them.

Yeah.

Absolutely.

Right.

Oh go ahead.

I mean, it seems like Oh wait I think that's it.

Yeah.

Okay.

So how long do you wait to Windows and Morgan Stanley maybe wanted to win.

Oh, My God, one no funny, yeah, well it depends on yoga.

So neither one of these things town, so I'm going to go sometimes 17 display sector like Eaton I understand.

Now how do you know when to ensure it doesn't anyway. So I'm working at home by in Shanghai profile should call you can Washington, so that.

No just how I told him I said my kinds of itself I think there are some one time kind of into second half how don't tend to I don't want you to talk about that that wasn't something that I got that wrong.

Yeah.

You'll have seen say tightly.

No.

Right Julian that the other two choices.

Joe Hi team doesn't a poll and I see US issue you know not yet.

So I think this is a quite a futile.

And that's not just johansson genius that Yahoo.

The chances of Cheetah IL.

I never sold G T spot.

I know you did lay out I'd.

I'd say quite tasty cutting out daily by the shell sold genius side.

All the shouting telling me at Baytown.

Baytown.

She thought let's say.

If you go on 72 of them.

Uh huh.

Well, maybe 1000, let's say, it's in central California.

Uh huh.

So I'm, telling you on the Vale.

<unk> gone into effect or a chance I'm biased.

But I see that since he's in Salt Lake City of champions IHI, finding the walking dead from shell.

Sometimes they go shopping.

Uh huh.

Okay.

What I'm gonna shoot ICR.

At the same time I wont kick in.

So I think he's I doubt it.

It took a L E D.

Surprised though it sounds like there'll be some shoes.

So you try that.

Our country that tells them, yes environment.

Well I mean, you sound Haynesville lets.

I'd say part of it you guys.

Okay sounds good.

So that's a shop on me in.

One said our E T V Gard Tracy just salaries, yeah wonky that's food.

17.

I see the play Doh.

Platelets.

The country is telling me, there's guys that that beforehand.

Yeah the.

So the bad debt losses.

All the way out to Asia.

I.

I think probably cut off.

This is Chuck.

That's right.

Oh sure.

Oh yeah.

Oh gosh.

Kind of take away stay in South Africa.

You're not going to have the same top box only quite true.

Go ahead I'm sorry.

I play a whole second how does the typical way besides a decade.

Yeah, Hey, Tom So let me tell you what that won't be an earning Runion keeps it sounds like from here.

Can you give away your thoughts with you too.

He can't they can't.

Yeah.