Todd Kelsey: Yes, at this time, it continues – I would say it continues to roll forward, but what I would highlight is that’s a different $100 million every quarter. So, we continue to fulfill other demand, but there’s new unfulfilled demand that creeps in as well. But I expect that’ll continue as we progress through €˜23.
David Williams: All right, very good. Thanks again and congrats on the solid execution here.
Operator: Our next question comes from Matt Sheerin with Stifel. Your line is now open.
Matt Sheerin: Yes, thanks. Good morning. I wanted to ask about the commentary from Steve regarding the wins, which were, I think, below expectations. And Steve, you talked about customers extending their decision-making on, I guess, new programs. Is there anything unique or common in terms of reasons that you’re hearing from customers, whether or not they’re pushing out new product introductions, or delaying a decision-making in terms of moving from one region to the other? Anything common about what you’re hearing there?
Steve Frisch: I wouldn’t say there’s common across the sectors, but as it relates to what we’re seeing in the individual sectors, in Aerospace and Defense, we talked about the fact that they have this pent-up backlog and everybody’s been focusing on supply chain and making sure that they can deliver the orders that they have today versus moving product from potentially one supplier to the next or even changing their outsourcing strategy. So, in Aerospace and Defense, I think it’s just a matter of them catching up with the demand that they have. And we saw that four to six quarters ago, that was a similar phenomena that we saw in some of the other sectors. As we look at like Healthcare/Life Sciences, I would say now with the kind of the demand returning for them, them looking at the macroeconomic uncertainties, we are seeing and having more conversations associated with changes in supply strategy.
And specifically, we have a few customers we’re talking to about, are they going to shift their strategy from doing it internally to outsourcing their manufacturing? We see a few larger opportunities like that starting to pop up. And then in industrial, again, I think it goes – it’s mixed across the sub-sectors. In semiconductor capital equipment, the whole issues associated with the geopolitical environment in China, is causing several of those suppliers to look at their sourcing strategies, and we have benefited from companies that want to exit that market and move into some of our southeast Asia locations. And so, I wouldn’t say there’s a common theme. It’s really a bit of a mix, but I think the supply chain constraints and the macroeconomic uncertainties is causing everybody to think just a little bit differently.
Todd Kelsey: There was a bit of pause around the holidays as well too. I suspect it had a bit to do with that. And we’re off to a good start in Q2. So, we’re seeing some signs that there was a bit of pent-up demand and delayed decision-making around those holidays.
