grows and that has to do with whether the current case of data center build out continues but kind of at this rate you know so the the numbers that uh you know that are out in terms of how much silicon is going into data centers

Jul 28, 2026 / receipt

As we noted in January and included in the estimate, we expect travel and marketing expenses to increase through the remainder of the year as pandemic restrictions ease.

Apr 28, 2021 / receipt, needs a key / Sanjay, CFO | earnings call 2021-04-28 | transcript b0b4604c-f15f-41dd-92c2-3c3121498cde | chars 17904-18073 | segment 18

Approximately two points of the spend will be in the back half of the year related to travel, which we expect to resume to pre-COVID levels along with trade shows.

Jan 28, 2021 / receipt, needs a key / Sanjay, CEO | earnings call 2021-01-28 | transcript 4ec6e713-be87-4205-a911-33cac0d765a3 | chars 15976-16139 | segment 16

And I think I, in my prepared remarks, I noted that we're getting back to travel and trade shows, which is a key point.

Jan 28, 2021 / receipt, needs a key / Sanjay Mehrotra, CEO | earnings call 2021-01-28 | transcript 4ec6e713-be87-4205-a911-33cac0d765a3 | chars 39520-39639 | segment 40

I think when you take out the travel and the trade shows, you know, the majority of the spend will come in OPEX on a year-over-year basis.

Jan 28, 2021 / receipt, needs a key / Sanjay Mehrotra, CEO | earnings call 2021-01-28 | transcript 4ec6e713-be87-4205-a911-33cac0d765a3 | chars 44318-44456 | segment 45

During the pandemic, we reduced our OPEX spending tied to travel, trade shows, and other go-to-market activities. The savings were approximately eight to 10 million per quarter.

Oct 21, 2020 / receipt, needs a key / Sanjay Jha, CEO | earnings call 2020-10-21 | transcript 02b8d94d-db16-43cd-b3be-26bffb62d44c | chars 16860-17037 | segment 17

We haven't concluded on our 2021 plans, but my expectation, assuming that revenue continues, we're going to then obviously increase some of the go-to-market, obviously with travel, trade shows, etc.

Oct 21, 2020 / receipt, needs a key / Andre, other | earnings call 2020-10-21 | transcript 02b8d94d-db16-43cd-b3be-26bffb62d44c | chars 31939-32137 | segment 32

$1,150M - $1,250M

ir_statement / Sep 6, 2026 / receipt

Physical AI expanding addressable market and reducing implementation complexity.

ir_statement / Sep 6, 2026 / receipt

Realign to Ecommerce, Logistics, Semi and Electronics verticals.

ir_statement / Sep 6, 2026 / receipt

Robotics: Higher growth driven by skilled labor shortages, reshoring and rapid build-out of data center equipment

ir_statement / Sep 6, 2026 / receipt

Above high guidance

ir_statement / Sep 6, 2026 / receipt

up from ~60% in Q4’25

ir_statement / Sep 6, 2026 / receipt