“So I think what you're seeing is momentum that I believe if it continues, will allow us to achieve that.”

In context

“nd the giants, but we -- that will have to play itself out. As we think about -- and let me go -- let me look at this at the beginning here. But as we think about sort of the year and we think about the spending, it continues to be strong. And look, we just had the strongest quarter of spending that we had in the last 3 years. And obviously, spending will drive higher revenue. When you look at -- and I laugh a little bit about sort of the aspirational 9% to 10%, if you look at the last few years, whether it's FX reported or it's reported or FX restated, we've kind of hit the 10%. And our guidance this year is 9% to 10%, and we've just delivered a quarter of 11%. So you can make your own judgment on that. But we feel really good about that aspiration. If we didn't, we wouldn't put it down. So I think what you're seeing is momentum that I believe if it continues, will allow us to achieve that. When you look at the increased investment in technology and marketing, you have regulators in this business. And one of the regulators is making sure that we return what our shareholders are looking for. And so every year, as we go through our processes, we have ROI cutoffs. And we believe what I would say are really good investments on the table. And so when you have an [indiscernible] delivery like we just had in the first quarter, it gives us that confidence that we can move those ROI thresholds down and continue to hit within our guidance range. And as I think about this business, the way I think about this business is, I don't think about it for this year, I think about it the next year and the year after. And what I'm trying to do and what we're trying to do as a company is to build”