Travis Steed
BofA Securities, Research Division

Travis Steed, Bank of America medical device analyst. Welcoming Solventum Corporation next up in Vegas. We have Garri Garrison, President of Health Information Systems; and Amy Wakeham, Senior Vice President, Investor Relations.

Welcome. Thanks for joining us.

Maybe on healthcare IT to start, maybe just provide a high-level description of your HIS segment and kind of how it fits within the broader Solventum portfolio. Are there any synergies or importance of the software business alongside the traditional medtech supplies business?

Garri Garrison

So Health Information Systems is really a system that -- or a business that we really have 3 business pillars in. We have our revenue cycle management business, we have our performance management business, and then we have what's called Clinician Productivity Solutions, which is our speech and ambient business. So it's more medical software. It's not device like what you see in a typical medtech.

But if you think about those 3 pillars, really what this is focused on is it's really around making sure that hospitals can get paid appropriately. So we build all of the software that's utilized by about -- greater than 75% of the market uses our product in the U.S. So it's well penetrated, it's a highly profitable business, it's a very attractive business.

And then when you think about performance management, performance management is really a pillar of businesses that really focus on what I call being able to get to the accurate payment. So if you think of RCM as being