This is all marginally depressing... I mean, I realize that this is an Investor call, and so the topics are relatively predictable.
But, still, it seems to largely boil-down to the sentiment that the solution to the problems of the last 4 years is to double-down on many of the strategies of the last 4 years.
I'm also somewhat amused that they included:
"Migration to single maintenance system reduces complexity"
and
"New tools and technology enabling improved productivity"
... on the same slide. Because they have SUCH a track record in migrations and technology launches going well. I'm not sure how an Investor is supposed to take that one, other than to find out the timeline and short the stock for the subsequent 90 days!!