Unlock
Capacity.

Reviewing the 10-K filing for FY2023, we note several risk factors related to supply chain disruption and geopolitical instability. The company has mitigated some exposure through diversification, however, the reliance on single-source components remains a critical vulnerability. Specifically, the semiconductor shortage has impacted Q3 margin performance by approximately 200 basis points. Management guidance suggests this will persist into Q4. In parallel, the regulatory environment in the EU is shifting with the introduction of the digital markets act. Labor costs have increased by 15% YoY due to inflationary pressures.

Reviewing the 10-K filing for FY2023, we note several risk factors related to supply chain disruption and geopolitical instability. The company has mitigated some exposure through diversification, however, the reliance on single-source components remains a critical vulnerability. Specifically, the semiconductor shortage has impacted Q3 margin performance by approximately 200 basis points. Management guidance suggests this will persist into Q4. In parallel, the regulatory environment in the EU is shifting with the introduction of the digital markets act. Labor costs have increased by 15% YoY due to inflationary pressures.

Reviewing the 10-K filing for FY2023, we note several risk factors related to supply chain disruption and geopolitical instability. The company has mitigated some exposure through diversification, however, the reliance on single-source components remains a critical vulnerability. Specifically, the semiconductor shortage has impacted Q3 margin performance by approximately 200 basis points. Management guidance suggests this will persist into Q4. In parallel, the regulatory environment in the EU is shifting with the introduction of the digital markets act. Labor costs have increased by 15% YoY due to inflationary pressures.

Reviewing the 10-K filing for FY2023, we note several risk factors related to supply chain disruption and geopolitical instability. The company has mitigated some exposure through diversification, however, the reliance on single-source components remains a critical vulnerability. Specifically, the semiconductor shortage has impacted Q3 margin performance by approximately 200 basis points. Management guidance suggests this will persist into Q4. In parallel, the regulatory environment in the EU is shifting with the introduction of the digital markets act. Labor costs have increased by 15% YoY due to inflationary pressures.