who else can speak about this company and talk about the report is simon segars, the ceo of the companyelcome, simon. when we look at the last quarter, what are the big winds? licensing growth, where is it coming from? >> building on a strong start. and a strong licensee. one of the standouts as the number of licensed deals for the quarter. the second best we have ever done. it is across a broad range of technology. customers are continuing to commit to arm. we are brand-new products. it is an investment in the future. seem revenue growth 2% -- we have seen revenue growth 2%. what is going to drive the growth? >> e year over year, 2%. driven by a number of things. very strong performance. we expected that. impactedve seen through supply chain management. for what was sent to our customers and the markets, this is is going to pick up in the second half as we expected. we believe that has been happening in our customers'q, too. we have maintained our guidance for the year and expect to see more and the second half. >> any investor will be thinking that the licensing growth, i am happy abo