Fabrinet (FN) FY Conference May 15, 2025 10:00 AM ET Speaker0 Good morning, everyone. I'm Samik Chatterjee, and I cover hardware and networking companies at JP Morgan. For the session here I have with me Fabrinet management. I have the pleasure of hosting Seamus Grady, CEO and Shava Swerha, CFO. Thank you both for coming to the conference. Thank you to the audience as well. Seamus, I'll start you off with a macro question. I'm fully cognizant there's lower visibility in some cases given where Fabrinet sits ...

Varonis Systems (VRNS) FY Conference May 15, 2025 08:40 AM ET Speaker0 All right. We'll get started. Good morning everyone. My name is Brian Essex. I'm JPMorgan security software analyst and I'm delighted to have with us today Guy Melamed, the CFO and Chief Operating Officer for Varonis Systems. And at the end is Brian Vecchi, the company's field CTO. So thank you all for joining us. Guy, maybe it would be a great place to start, particularly for those that may not be super familiar with what you do, just a ...