Question-and-Answer SessionAlways good to see you in New York. So I guess, near term, wanted to start off with how we ended the last quarter, which was very strong visibility first half, some uncertainty around the second half. I'm curious how that visibility or the dynamics there have evolved over the last 4, 5, 6 weeks.Gregory SmithPresident, CEO & Director Yes. So one of the things that we've been trying to help describe is that we feel like we're in a new era in the way that our market works that for a ...