“That being said, I think you'll start to see an inflection in the second half of next year.”

In context

“the puck is going. And so that helps a lot as well. So that's how I would comment on there. And what was the first part of the question? Thierry Pieton: The first part was on the dilution that comes from the capital equipment and when does the mix turnaround? So first what I want to say is CAS is a fantastic business from an operating margin perspective, right? So it is slightly dilutive because of this mix issue at the GM level, but it's driving significant profitability at the total business level at the operating margin level. When it's going to turn around between capital equipment and catheters, I want to say it's almost a good problem to have. So I hope it turns around as late as possible because as we're building the installed base, it's always going to be good news going forward. That being said, I think you'll start to see an inflection in the second half of next year. The mix is starting to improve with the catheter sales increasing. And look, year-over-year, CAS is going to drive gross margin improvement as early as '27. So look, it's a great business to be in, and it's all good news going forward. Ingrid Goldberg: Our next question comes from Chris Pasquale at Nephron. Christopher Pasquale: I wanted to ask about Hugo. Geoff, you talked about the impact of Simplicity and Altaviva really beginning to kick in as soon as next quarter. I don't think you included Huge in that group. So I would love to hear how you're thinking about the time line for Hugo to really begin to move the needle within the surgical business? And any qualitative comments you can make about the system pipeline right now? Geoffrey Martha: Well, first of all, look, super excited abou”