“Tax is up a little bit. We're navigating Pillar 2. But all-in-all, EPS up $0.01 at the midpoint, and we're pleased we've taken our guidance up today.”

In context

“told Travis that your margin guidance is 25.7% for the year. I think it was 25.8% last quarter or so with revenue guidance up a little bit, FX headwinds increasing, EPS moving up, is tax rate a positive tail end of the back half of the year versus the previous guidance? I'm just trying to bridge the moving parts into the EPS guidance raise? Thank you. GeoffMartha: Gary, do you want to take that. Gary Corona: Yes, happy to take that. What I would say is FX on an EPS basis is very much in line with what we've been sharing all year, and that's really the power of our hedging program, giving us good visibility. Revenue is up, gross margins are essentially in line with our expectations. And we are, as I mentioned, investing behind the power of these launches, both commercially as well as R&D. Tax is up a little bit. We're navigating Pillar 2. But all-in-all, EPS up $0.01 at the midpoint, and we're pleased we've taken our guidance up today. Ryan Weispfenning: Thank you, Pito. Next question, please, Brad. Brad Welnick: The next question comes from Anthony Petrone at Mizuho Securities. Anthony, please go ahead. Anthony Petrone: Thanks, and congrats on the quarter here. Back to Renal Denervation, just looking at some data. CMS is quoting 16 million patients, 65 plus that have uncontrolled hypertension, but they're also on medication. So just maybe a recap here, with the NTAP and TPT in place now, how much of that population can you go after and how much is still out there that you would need an NCD to sort of address that patient population? Thanks. GeoffMartha: Sean you want to take this one. Sean Salmon: Yes. Sure. So the PAIR mix is roughly 50-50 between those in those in Medicare and those not Medicare, Medicare and Medicai”