Market Penetration ChallengesThe main bear case includes greater than anticipated tariff impact and lack of growth reacceleration, with the exact formula to penetrate the end market still being explored.
Tariff ImpactTariffs could impact the business through component sourcing cost inflation and other countries' reciprocal tariffs, potentially harming gross margins.
US Market RevenueDespite missing the US revenue estimate, the company's management had already signaled the expected slowdown and planned initiatives for future growth.