Supply Chain CostsOngoing uncertainties, particularly surrounding tariff policies, rising supply chain costs, and broader macroeconomic headwinds, continue to weigh on market sentiment.
TV Market PressureTV makers are under pressure to navigate tougher competition in the stagnant TV market, which is eroding their profit margins.
Valuation ConcernsTrading over 20x P/E, there isn't a lot of room for valuation, particularly given guidance not likely to be meaningfully better in EPS than Street.