| Variable | 2024Q3 | 2026Q4 |
|---|---|---|
| GB300 NVL 72 Revenue | 1,342.26 ▲ | 1,375.32 ▲ |
| H100 Hopper GPU Revenue | 18,144.24 ▲ | 13,631.72 ▲ |
| Compute Console Revenue | 36.44 | 35.72 |
Tariffs rise 12% on imported components from the start of 2026Q4 and roughly half of the increase is passed through to customers within two quarters.
Tariffs rise 12% on imported components from the start of 2026Q4 and roughly half of the increase is passed…
The same tariff step, but no pass-through: the full cost increase is absorbed in margin, and volumes soften as…
Full pass-through inside one quarter plus a renegotiated supplier contract that recovers part of the cost step from 2027.
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Estimated impact on 2027E EBITDA with 68% confidence interval
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Tariffs rise 12% on imported components from the start of 2026Q4 and roughly half of the increase is passed through to customers within two quarters.
Tariffs rise 12% on imported components from the start of 2026Q4 and roughly half of the increase is passed through to customers…
The same tariff step, but no pass-through: the full cost increase is absorbed in margin, and volumes soften as competitors hold…
Full pass-through inside one quarter plus a renegotiated supplier contract that recovers part of the cost step from 2027.
These concurrent theses span Solace's reported capital spending, recurring device-attach revenue, and hardware cost base from calendar 2026 into 2027Q1 — each stated on its own reported line-item terms without netting.
Scenario Go To Scenario → Relevant subgraphsNo new alerts yet — watching coverage for events.
Spot rates on the transpacific lane fell for a fourth consecutive week…
Read moreTranspacific spot rates fell for a fourth week, trimming inbound logistics cost.
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