Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
At this time, we do not anticipate any material impact. However, we remain vigilant in monitoring the situation.
this year's unmitigated impact would be approximately $25 million, an increase of $20 million versus our last call.
the outlook for the second half of the year is highly dependent on the course of trade policy, and we would not expect to be immune from any reduction in end demand related to tariffs.
Even if tariffs were depending on what the range of tariffs could be, it's on a very small percentage of our overall cost of goods at the API level.
given the current macroeconomic and tariff uncertainty, potentially impacting retailer sales.
We’ve put all the factors into the mix including the current known scenario regarding tariffs and their impact.
We have undertaken an initial review of the impact that tariffs may have on our business.
We can confidently report that we don't have material exposure in the near to midterm to any tariff-related price increases nor do we believe there is a substantial risk to our supply chain.
On the tariff front, we're in a good position to manage through the current uncertainty and minimize the potential impact to our business.
This increase over our previous estimate of $19 million to $21 million per satellite is primarily driven by higher launch costs from our announced near-term launch schedule as well as higher direct materials costs due to recently announced tariffs.