Poly in ‘Very Early Days’ of Exiting Consumer Headsets Business, Says CEO

said. Whether it sells the business in “a single transaction to a single buyer” or through “multiple transactions” or finds a joint venture partner, “all that's a little bit still in front of us,” he said. Consumer is roughly 8 percent of total revenue, he said. The higher-end Voyager headset product line isn't for sale “at this time,” he said. Though they’re sold through retail, “they're really predominantly business headsets,” so “we really consider it part of enterprise,” he said. Poly is watching this week’s tariffs situation “like a hawk,” and is “uniquely positioned out there versus some of our competitors” to weather the storm if the Section 301 duties rise to 25 percent on Chinese imports, said Burton. Poly builds a “considerable number” of its products “in-house” in a factory it owns in Tijuana, Mexico, he said. It does have some products manufactured in China that would have tariff exposure, but “there's a third group of products where we have an additional set of contract manufacturers,” he said. “Our ability to rapidly move products between those three really gives us a competitive advantage that we think very few people have.” Depending on what happens, “we will lift and shift ahead of our competition,” he said. “We scenario-plan this every day based on the latest thinking,” but it’s “impossible to know” for now how much of a hit tariffs will bring to gross margin, he said.