Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We believe that export tariffs do not represent a risk to our revenue because direct international sales represent less than 1% of our revenue.
Given the significant uncertainty that tariffs create concerning potential shifts in consumer demand and rising product costs, we believe limiting our outlook to the first quarter of fiscal '26 is prudent.
We continue to monitor the impact of tariffs and other federal trade policies on international trade relationships between the United States and many countries throughout the world, most notably China, Mexico and Canada, very closely.
we expect, no meaningful impact to our results as a result of the current tariff environment
The ongoing discussions and pending decisions surrounding potential incremental tariffs in the United States introduce a considerable degree of uncertainty into our planning and may create a dynamic market environment.
the tariff policy does not directly affect us in any material way as most of our sales are not targeted at the US market and our manufacturing is based in Israel and Europe.
We have completed a review of our supply chain and find that there is almost no direct impact to us under the current tariff rules as we know them today.
Our exposure to tariffs can be broadly bifurcated in two categories; one, exposure related to tariffs imposed by the United States, which could potentially increase the cost of raw materials and fabricated modules we use to construct our facilities.
we have virtually no material tariff-related exposure.
We are holding our current hardware pricing for U.S. customers steady despite new tariffs being imposed on imports to the United States.