As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. So just curious on opex trends going forward. And then on CVG, Mike, was hoping you could talk a little bit about what's driving the modest guide higher in the back half of the year. I would say it's really important to note that this was merely a procedural decision. Like where we are right now, and the tuck-ins will help us. The hip is not yet approved, it's coming in the next couple of months and we'll do the same with that, get some limited release, get some feedback and we're evaluating. Our adjusted operating margin expanded approximately 20 basis points, in line with expectations and included key investments ahead of several major new product launches. Let me take a stab at it, and then I'll hand it off to Karen. Thank you. And I second Robbie's comments on the visual, too, so thanks for that. Your next question comes from the line of Danielle Antalffy with SVB Leerink. In terms of the monthly trends that we're seeing, we're not going to give year-over-year monthly comparisons. How should we be thinking about this business? Thanks Karen. Yeah, thanks for the question, David, appreciate it. As Omar mentioned, we are anticipating either U.S. or European approval on a long list of products, starting in the fourth quarter and building into the early part of next year: Our Micra AV transcatheter pacemaker; Percept PC deep brain stimulator; InterStim Micro 3-cc sacral nerve stimulator; MiniMed 780G advanced hybrid closed loop; DiamondTemp RF ablation catheter; an AV fistula indication for our IN.PACT Admiral drug-coated balloon; and next generations for our Intelis SCS system, LINQ 2.0 insertable cardiac monitor and cobalt and chrome family ICDs and CRT-Ds. Also during this transition period, I'm connecting with many important Medtronic stakeholders in thinking about how our strategy will evolve and how we will achieve that next level of performance. So Mike, maybe your competitor on the TAVR side is talking about pricing competition in Europe. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. David, let me also just add a little color to the question on the growth profile. So we feel very good about it. And this Saturday, results from our stop AF first trial, which studied our Cryoballoon as a first line treatment for paroxysmal AF, will be presented virtually as a late breaking trial at ESC. Yes, the software issues we've talked about in the past, we believe are resolved and we're in the final validation and verification. For the year, we now expect CVG, MITG and RTG to grow 4% to 4.5% versus our prior expectation of 4% plus or minus. The high-40 joule output, extended battery longevity, heart failure management capabilities, as well as their blue sync remote programming and remote device management. We delivered margin expansion through our Enterprise Excellence program, while increasing our investments in R&D to fuel future growth. Finally, our EPS guidance does not include any charges or gains that would be reported as non-GAAP adjustments to earnings during the fiscal year. And the transition with Brett as the head of RTG has been incredibly smooth. In terms of overall growth, we were globally growing in the low 20s and in the U.S., mid-20s. That's a differential of about 8%. If there is an opportunity for us to be a disruptive and scale the business in a disruptive way, then we think we can do that and we'll move more aggressively. First of all, I couldn't agree more. It currently addresses only 20% of the single chamber market and we got a road map to make this 100%. I mean, this pipeline is exciting, and it's something that we've been investing in for a long time. Hi, good morning. U.S. DCBs and LVADs both grew in the teens quarter over quarter. (To watch Novak’s track record, click here)Other analysts don’t beg to differ.
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