Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We estimate a tariff cost impact of $175 million to $250 million annually.
I recognize there's a lot of uncertainty at the moment related to tariffs and taxes.
Through prudent operations and planning, we were able to effectively neutralize exposure to any potential tariffs this year.
We prioritize being close to our customers. And over the last several years, we’ve worked to establish a localized supply chain and cost-effective manufacturing footprint.
we believe the terms and conditions in our contracts limit our exposure to direct cost increases associated with the currently implemented tariffs.
Tariffs are creating significant demand uncertainty and increased cost for us.
We start to emphasize, you have a local manufacturing for local customers.
Currently, we expect minimal direct cost pressures from current policy proposals.
We expect the impact of any tariffs to be manageable and we are well positioned to carry out our previously outlined plan for total CapEx in the low 300s for the full year.
We do not expect any material tariff-related impact to our subscriber results this year.