Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We faced real challenges, political and regulatory uncertainty, long interconnection queues, tariffs, supply chain challenges, and rising costs...
the potential impact of tariffs and severe weather events are making it more complex to operate.
The tariff situation is dynamic... Neither DNOW nor our key suppliers have dependency on Chinese imports for pipe, fittings and flanges.
If I think about tariff impact for us, with most of our contracts allowing tariffs being passed through, you'll actually see increases in revenue associated with that, but it'll be a drag on gross margin because it's pass-through revenue.
However, given tariff related economic uncertainty, we believe there could be some dampening of growth rates from current levels.
We expect the series of tariffs in place today to create cost headwinds of approximately $1,000 to $3,000 per subscriber in 2025.
A few additional very large deals with higher concentration in Digital Operations were pushed out in the latter part of March and April due to supply chain and tariff related uncertainty.
We have not experienced any disruption from tariff actions to date. We continue to assess our exposure, which is currently not looked at as material.
Tariff uncertainty slowed down major infrastructure investments, but also drove demand for client devices and greater focus on expense elasticity.
I know macroeconomic uncertainty, including the impact of tariffs, is at the top of every investor’s mind at this moment.