Jeff McCaffrey's questions to DATA I/O (DAIO) leadership • Q4 2024
Question
Asked about the end markets served by the service providers and contract manufacturers that the company is targeting to expand its TAM. Also asked for an opinion on whether the certainty of the U.S. election outcome or the uncertainty of new tariffs has had a greater impact on the business environment.
Answer
Management explained that service providers and distributors serve a vast array of end markets (consumer, IoT, etc.), providing valuable diversification away from automotive. Regarding the second question, they stated that managing tariffs is operationally more straightforward than managing top-line uncertainty from the broader economy and geopolitical shifts, which they view as a bigger factor but also a source of opportunity.