“As you look forward, I'd say that at this point, visibility is still not great, kind of the best that we have is the Q1 will be similar to Q4, but I think we have to see -- wait and see what the impact of Omicron might be on our suppliers and just broadly.”

In context

“Gary Guthart: Yes. Kind of -- I'll take the top and then I'll let Jamie take some more. At the very top part, it's kind of 3 big buckets. One of them is specific products themselves, semiconductors come to mind. The second bucket is some raw material constraints and the kinds of things we build. And the third is just logistics and motion of materials. Jamie, I'll let you fill in that perspective. Jamie Samath: Larry, so I think we said in our prepared remarks, we saw the supply chain environment actually get worse in Q4, and we highlighted that we actually had some, as I call it, minor constraints in our ability to fulfill customer demand. You have a set of metrics there in the supply chain. One example we've given is on-time delivery from our suppliers was worse in Q4 as compared to Q3. As you look forward, I'd say that at this point, visibility is still not great, kind of the best that we have is the Q1 will be similar to Q4, but I think we have to see -- wait and see what the impact of Omicron might be on our suppliers and just broadly. So I think we're continuing to navigate through it. As I said, our supply chain teams are really still in hand-to-hand combat every day working with our partners. Operator: Our next question now will come from the line of Tycho Peterson from JPMorgan. Tycho Peterson: Gary, you talked about being at the end of the replacement cycle for a little while now. And obviously, you're retiring the S models. I'm curious how we should interpret that comment about being near the end of the replacement cycle. And as we think about maybe where you could be headed from an innovation standpoint, is it all about kind of driving down the line of procedures, making procedures easier with less training and expanding into newer indications? Or maybe just I'm curious from a technology standpoint, if you could”