“I think getting it in fiscal '26 -- and it's off -- just to be clear, it's another $1 billion on top of our FY '25 base, right? So that's what we're anchored on. Sticking to that. I said near term. So near term, it could be for FY '26. I think it will go into FY '27, but it won't be far.”

In context

“ocus, it's the interval and it's touch points with management and I think the med tech voice on those 2 committees. Ryan Weispfenning: Thanks, Larry. Next question we'll take from Mike Kratky at Leerink Partners. Michael Kratky: Maybe just going back to the CAS business. So during your last call, you talked about CAS growth accelerating from 30%. You put up another great quarter of nearly 50%. Expecting that to accelerate again. So I'm curious in terms of the ramp that you've seen, is that $2 billion that you've talked about in annual CAS sales now squarely on the table for fiscal '26? Or what reservations would you have about committing to that? Geoffrey Martha: Yes. No, thanks for the question, Mike. When I said that, we're sticking to that. Nothing's changed. And I said it's near term. I think getting it in fiscal '26 -- and it's off -- just to be clear, it's another $1 billion on top of our FY '25 base, right? So that's what we're anchored on. Sticking to that. I said near term. So near term, it could be for FY '26. I think it will go into FY '27, but it won't be far. So that's on track. I guess that's accelerating sequentially as well and things are looking good. So no change there. Ryan Weispfenning: We'll take the next question from Robbie Marcus at JPMorgan. Robert Marcus: Great. I wanted to follow up on Larry's question on the new directors and the formation of the committee. Geoff, Thierry, maybe you could give us a little more. Besides more touch points and communication, is this something where maybe the size of the company, the dividend, the capital allocation might be up for a discussion how to create more EPS growth? I'm just trying to understand how much of this is more a continuation, Geoff, of your strategy since you became CEO? And I know you've talked a lot about portfolio optimization versus maybe evaluating something more of a wholesa”