Poux-Guillaume: Uncertainty leads to less investment and less purchasing

All right. So, one of the reasons it seems like your stock's moving back is that you you lowered your fullear profit guidance. Can you give us a sense what was the real catalyst for that.Is it tariffs. Is it the stronger euro. What's the biggest factor.Uh, we actually didn't change our guidance. What we do is we guide at constant currency. And as you know, the euro's been particularly strong versus other currencies this year.And uh all we did was uh mark our guidance to market. So, um, we took the number do ...