“First, regarding the acquisitions, they are included in our guidance and are expected to have an impact of about 0.5 points on our margin.”

In context

“Roei Golan (CFO): First, regarding the acquisitions, they are included in our guidance and are expected to have an impact of about 0.5 points on our margin. Currently, we’re focused on 2026, where we anticipate various costs that may dilute our margin by approximately 0.5 points. Concerning pricing and products, we are actively working on our guidance and plans for 2026 while analyzing our sales funnel and potential. We are also reflecting on the price increase implemented on January 1. We believe we need to sustain the strong demand we witnessed in 2025. We see a positive outlook for hardware sales, particularly in the second half of the year, as well as in the first half. It’s worth mentioning that this year's discounts have improved even compared to 2025 relative to 2024. If we manage to maintain these discounts, we can benefit from the recent price increase. However, it's important to note that our guidance does not factor in any potential additional price increases due to memory shortages, which we may consider later in the year.”