Enterprise Data UncertaintyManagement's reiteration of comparatively low visibility and lead times in Enterprise Data specifically is difficult to square with the 2026 commentary projecting a second-half inflection.
Market Competition And RisksRisks include competition from other analog vendors, China revenue exposure, semiconductor cyclicality, limited visibility, and uncertainty about the success of new products.
Order Visibility And MarginsOrder visibility remains limited, which affects the gross margin stability.