“we believe it's at least 1 to 2 quarter delayed in T&M, is semiconductors and Asia.”

In context

“lly speak at NI Connect in a couple of weeks, along with Ritu, which will be a pivotal moment for us. And we have a very successful event in Dallas, I believe, with Ram this year. So look, we're very excited about the potential in the business and this business turning positive in early 2025. Ram, a few words? Ram Krishnan: Yes. And I think to answer your specific question as it relates to customer, what we're hearing from customers, certainly segments like the defense segment, or what they call aerospace, defense and government segment, are positive. I think we're going to get into easier comparisons. Frankly, April was also a very good month for -- given the expectations for T&M, which was positive for us. And I think really the only two segments we haven't seen the turn, which is why we believe it's at least 1 to 2 quarter delayed in T&M, is semiconductors and Asia. North America actually turned positive in April. Europe has turned positive. We feel good about the ADG segment. And we're cautiously optimistic about transportation. But the portfolio segment, particularly driven by Asia, and then semiconductors is where we still have to see recovery. We're watching that very carefully. Operator: The next question is from Deane Dray, RBC Capital Markets. Deane Dray: This came up a couple of times in the prepared remarks, and maybe just if you could walk us through what's different. But you said that there was better backlog conversion than expected. So is this on -- because of a customer request, they want it earlier, that you were able to have better productivity or throughput? Just how did that differ from what the original plan was on the backlog co”