“And this will actually enhance our integrated services software revenue and profitability, this move.”

In context

“tric architectures allow us to deliver software to the vehicles and customers in a more efficient way. And we were very ambitious with our advanced electric architectures applying to ICE vehicles, not just advanced electric architectures for EV. So we brought that all together in FNV3. It's a great move for the company. Our Zone electric architecture is now going to be delivered on our CE1 of Skunkworks product. And I think there's a major learning for the company that we could do it at a lower price point than FNV4 as well. This save also has a big impact on the cost of our future products. So all of our products will be more affordable now. In fact, we're targeting our next-generation products to be cheaper than our current outgoing products and a big factor of that is FNV3 versus FNV4. And this will actually enhance our integrated services software revenue and profitability, this move. Dan Levy: Great. Thank you. Operator: Your next question will come from the line of Adam Jonas with Morgan Stanley. Please unmute and ask your question. Adam Jonas: Hey everybody. So Jim or Sherry, whoever wants to take this. In your estimation of the $1.5 billion net tariff headwind, you referred to potential supply-chain disruption, you didn't quantify it, but you referred to potential as a part of the reason why you also withdrew the guidance. I'm just asking very bluntly, are you seeing any signs of distress or interruption in the supply-chain following the volatility and the implementation of the import tariffs to date? Just curious, like, as even after the end of the quarter, is it still all clear or are you seeing some disruption? And I have a follow up. Kumar Galhotra: Yeah, Adam,”