Question-and-Answer SessionMichael RyskinBofA Securities, Research Division Format will be a fireside chat, but feel free to raise your hand, and we'll let you jump in. John, maybe to kick things off a little bit. We're about 3/4 of the way through the year. Can we take a step back and sort of review how the year has played out so far relative to your initial expectations? Maybe what have been the biggest surprises, both upside or downside? ...