Hi Juha,
I hope that it is ok that I write to you in English. Some suggestions for questions:
- Carl Zeiss recently flagged weakness in the US due to investment hesitancy. Do you see similar trends, or is your new strategy targeting corporate accounts, supported by your recent senior hires, helping you decouple from this sentiment? I’m particularly interested in whether you see a divergence between CAPEX investments versus your more OPEX-oriented solutions.
- Regarding the AI screening rollout in the US: Can you provide an updated timeline? Specifically, are you seeing any signs that customers are delaying hardware purchases because they are waiting for the full “screening-as-a-service” approval to be in place?
- Given the current share price and a strong balance sheet, what’s the most efficient use of capital right now considering share buybacks vs M&A?
- Regarding the macro outlook: Could you comment on your ability to mitigate potential tariffs and FX headwinds? Do you see room to pass these costs on to customers to protect your gross margins?
Keep up the good work Juha, and have a nice w/e. Thanks!