Hardware sales drop - Q2 hardware revenue and camera unit sell-through declined sharply yr/yr; company did not provide detailed reasons for the decrease
Subscription growth - Subscription and service revenue rose 11% yr/yr, driven by a record 69% attach rate and higher ARPU
Gross margin impacts - Gross margin benefited from $19 mln in tariff refunds, partially offset by a $15 mln charge for component purchase commitments