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The discussion revolves around a joint transformation aimed at enhancing the portfolio's value and its partner's standing on the platform, with an emphasis on new innovations. The restructuring is described as streamlined, raising questions about its necessity, particularly related to recent layoffs and economic conditions. The company reported a backlog of $12 billion, a 4% growth, and aims to grow business by another 25%. The rationale behind the restructuring includes winning calls for volume and optimizing supply chains, while shifting investments to boost market share and competitiveness, especially in the cloud sector, reinforcing the company’s positive outlook for 2023 and beyond.