joining us is ceo martin schroeter.. >> good afternoon, kelly thank you. >> so there's been quite a divergence between your earnings and revenue. it's your seventh straight earnings beat and for the last 16 of 20 quarters you've had a revenue miss why is that? is this the reflection of -- i use the term financial gregg but the share of buybacks and emphasis there on returning capital. do you think that trend is going to continue for some time here >> well, the way we think about it in our high-value model, kelly, we're always trying to find the profit pools that exist in enterprise i.t., so as we shift our business to go move towards those profit pools you see what i think we saw going from first to second quarter, for instance, which was we added a billion dollars of growth profit in the quarter and took only $1 billion of revenue incrementally from first to second quarter and when we think about the enterprise profit pools which is what we focus, we move towards though, not just trying to find revenue it's easy to get