you have to remember that order timing has never been consistent over the years. that's why they were wrong with setting expectations and stopped giving guidance.
they themselves got fooled by the large orders in 2019. it was a result of an distributor preordering product and not high demand from end costumers. you can check the PRs back then. they fueled the stock rally back then, 2021/2022/2023 was a year of excuses and blaming xy for the bad results. they stopped with that nonsense now
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