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Increased references to 'un Certainty' surface in Q1 conference calls due to tariffs dampening forecasts

Earnings conference calls in Q1 2025 saw frequent mentions of "uncertainty", escalating by 49% from Q4 2024, as top executives highlighted growing worries concerning tariffs, based on figures presented by IoT Analytics.

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Increased references to "uncertainty" were found in 35% of Q1 2025 earnings calls, marking a 49%...
Increased references to "uncertainty" were found in 35% of Q1 2025 earnings calls, marking a 49% increase from Q4 2024. This upsurge comes as CEOs expressed growing worries about tariffs,, as documented by IoT Analytics.

Increased references to 'un Certainty' surface in Q1 conference calls due to tariffs dampening forecasts

Rewritten Article:

Chief executives are sweating bullets as talk about "doubts" crop up in a whopping 35% of Q1 2025 earnings calls, a significant 49% surge from Q4 2024, according to IoT Analytics.

Indeed, the ongoing trade shenanigans have taken the spotlight in more than

While IoT Analytics doesn't delve deep into Q1 2025 earnings calls concerning tariff issues, other companies and reports give us a sneak peek into the tariff-related uncertainties:

  1. Arista Networks discussed the "ambiguities around tariffs" during their Q1 2025 earnings call, but didn't delve into specific areas of concern. Despite these uncertainties, Arista Networks registered solid financial gains[1].
  2. GlobalFoundries hinted at potential tariff impacts of around $20 million annually. They warned that tariffs might affect consumer-oriented markets as well as segments of the IoT market, yet they didn't categorize these impacts as major concerns in their earnings call[3].
  3. TSMC continued to report strong results despite ongoing tariff concerns. Though the impact on foundry orders remains minimal, TSMC refrained from highlighting any specific tariff-related issues in their Q1 2025 report[4].

Therefore, the specific tariff issues creating doubts in Q1 2025, as outlined by IoT Analytics, are not explicit, but revolve around potential impacts on consumer and IoT markets, as observed by other companies such as GlobalFoundries.

  1. The uncertain impact of tariffs on consumer-oriented markets and segments of the IoT market is causing worry among business executives, as seen in the mentions during Q1 2025 earnings calls of companies like GlobalFoundries.
  2. Despite the potential annual impact of $20 million from tariffs, GlobalFoundries reported solid earnings, demonstrating the complexity of finance in the face of such uncertainties.
  3. Tariffs remain a concern for businesses, even for companies like TSMC that are registering strong earnings, highlighting the broader impact tariffs may have on the financial landscape of businesses in 2025.

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