“We took up our productivity target to $5.5 billion.”

In context

“rgin. Gonna get about a half a point out of revenue scale just given the leverage of the acceleration of revenue. We will lose a half a point on portfolio mix because we are gonna wrap on an unprecedented launch momentum on mainframe. Which carries higher prior profit and higher mix. The remaining full point basically is gonna be driven out of productivity. And our model, as you know quite well, we've been driving north of 300 points per year of productivity, and we've been reinvesting about 200 basis points of that. That's why you've seen over the last handful of years, our R&D up double-digit growth year over year. And we've taken over the last what, five years, we've taken $2.5 billion of R&D up overall. But when you look at 2026, productivity is gonna drive the day, We feel confident. We took up our productivity target to $5.5 billion. We will get revenue scale leverage on G&A. Which will mitigate dilution and mitigate product cycles overall. To your last question, we think the skew of that profitability is gonna follow our normal historical attainment. First quarter, will be pretty much on historical attainment. By the way, you do the math, that's double-digit profit growth, double-digit EPS growth. So pretty consistent building off the momentum in the fourth quarter. Olympia McNerney: Operator, next question, please. Operator: Thank you. And your next question comes from Jim Schneider with Goldman Sachs. Please state your question. Jim Schneider: Good afternoon. Thanks for taking my question. I just wonder if you could maybe outline the path or trajectory you're expecting for the consulting business throughout the yea”