| CDW Corporation (CDW) Q1 2025 Earnings Call Transcript |
CDW Corporation (NASDAQ:CDW ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Steve O'Brien - Vice President-Investor Relations Christine Leahy - Chair and Chief Executive Officer Albert Miralles - Senior Vice President and Chief Financial Officer Conference Call Participants David Voigt - UBS Asiya Merchant - Citigroup Amit Daryanani - Evercore ISI Samik Chatterjee - JPMorgan Chase & Co Harry Read - Redburn Keith Housum - Northcoast Research George Wang - Barclays Ruplu Bhattacharya - Bank of America Operator Good morning all and thank you for joining us for the CDW First Quarter 2025 Earnings Call. My name is Carly and I'll be coordinating the call today. |
seekingalpha.com |
2025-05-07 16:58:47 |
Czytaj oryginał (ang.) |
| CDW (CDW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-05-07 14:36:19 |
Czytaj oryginał (ang.) |
| CDW Q1 Earnings & Revenues Surpass Estimates, Up Y/Y, Shares Gain |
CDW's Q1 earnings and revenues beat and grow year over year, driven by strong momentum across Corporate, Small Business, Public and International segments. |
zacks.com |
2025-05-07 14:15:52 |
Czytaj oryginał (ang.) |
| CDW beats quarterly estimates on demand for hardware, software |
IT hardware and services distributor CDW topped Wall Street estimates for first-quarter revenue and profit on Wednesday, buoyed by steady demand from healthcare, education and other industries. |
reuters.com |
2025-05-07 13:48:02 |
Czytaj oryginał (ang.) |
| CDW (CDW) Q1 Earnings and Revenues Surpass Estimates |
CDW (CDW) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $1.96 per share. This compares to earnings of $1.92 per share a year ago. |
zacks.com |
2025-05-07 13:20:44 |
Czytaj oryginał (ang.) |
| CDW Declares Quarterly Cash Dividend of $0.625 Per Share |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on June 10, 2025 to all stockholders of record as of the close of business on May 26, 2025. Future dividends will be subject to ap. |
businesswire.com |
2025-05-07 11:05:00 |
Czytaj oryginał (ang.) |
| CDW Reports First Quarter 2025 Earnings |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts and percentage) Three Months Ended March 31, 2025 2024 Percent Change Net sales $ 5,199.1 $ 4,872.7 6.7 Gross profit $ 1,122.3 $ 1,063.3 5.5 Gross profit margin 21.6 % 21.8 % Operating income $ 361.4 $ 328.0 10.2 Operating income margin 7.0 % 6.7 % Non-GAAP operating income1 $ 444.0 $ 403.5 10.0 Non-GAAP operating income margin1 8.5. |
businesswire.com |
2025-05-07 11:00:00 |
Czytaj oryginał (ang.) |
| Penguin Solutions Signs Agreement with CDW Expanding Customer Reach for AI Infrastructure Offerings |
MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced an agreement with CDW making its AI infrastructure available to CDW's customer base enabling more companies to deploy AI. |
businesswire.com |
2025-05-06 15:00:00 |
Czytaj oryginał (ang.) |
| CDW Gears Up to Post Q1 Earnings: Is a Beat in the Offing? |
CDW's first-quarter earnings are likely to have benefited from momentum in the cloud and SaaS business amid subdued customer spending due to soft macro trends. |
zacks.com |
2025-05-05 13:05:36 |
Czytaj oryginał (ang.) |
| CDW (CDW) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures |
Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. |
zacks.com |
2025-05-02 14:20:56 |
Czytaj oryginał (ang.) |
| CDW (CDW) Earnings Expected to Grow: Should You Buy? |
CDW (CDW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2025-04-30 15:08:12 |
Czytaj oryginał (ang.) |
| CDW to Participate in the J.P. Morgan 53rd Annual Global Technology, Media & Communications Conference |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) today announced that Christine A. Leahy, chair and chief executive officer, and Albert J. Miralles, chief financial officer and executive vice president, enterprise business operations, CDW, will participate in a question and answer session at the J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference in Boston, Massachusetts on Tuesday, May 13, 2025, at 8:30 a.m. CT/9:30 a.m. ET. The session will be webc. |
businesswire.com |
2025-04-29 12:00:00 |
Czytaj oryginał (ang.) |
| CDW to Announce First Quarter 2025 Results on May 7 |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that it will host a webcast conference call to discuss its first quarter 2025 results on Wednesday, May 7, 2025, at 7:30 a.m. CT/8:30 a.m. ET. A live webcast (audio with slides) of the conference call will be accessible at investor.CDW.com. The press release and presentation slides will be posted on this website prior to the call. Please visit the website at least fifteen minutes prior to the call to register and. |
businesswire.com |
2025-04-23 11:00:00 |
Czytaj oryginał (ang.) |
| CDW (CDW) Surges 9.2%: Is This an Indication of Further Gains? |
CDW (CDW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. |
zacks.com |
2025-04-10 12:35:33 |
Czytaj oryginał (ang.) |
| Cyberattacks are Fewer in Number but Smarter in Strategy, Says CDW Canada Study |
TORONTO--(BUSINESS WIRE)--CDW Canada, a leading provider of technology solutions and services for Canadian organizations, today released its annual Canadian Cybersecurity Study, Canadian Cybersecurity Trends: Bridging Strategy, Technology, Artificial Intelligence and Human Expertise, which explores the evolving state of cybersecurity among Canadian organizations. The study, sponsored by CDW Canada and conducted with additional support and analysis by IDC Canada, surveyed over 704 IT security, r. |
businesswire.com |
2025-04-08 12:15:00 |
Czytaj oryginał (ang.) |
| CDW Engineering and Ecovert Launch Climate-Enhanced Building Condition Assessments to Support Decarbonization and Climate Resilience in Canada |
Comprehensive, future-proof insights for real estate's new era—seamlessly integrating decarbonization, climate resilience, and ESG compliance into a single, streamlined assessment. Comprehensive, future-proof insights for real estate's new era—seamlessly integrating decarbonization, climate resilience, and ESG compliance into a single, streamlined assessment. |
globenewswire.com |
2025-03-26 10:30:00 |
Czytaj oryginał (ang.) |
| Why Is CDW (CDW) Down 16.3% Since Last Earnings Report? |
CDW (CDW) reported earnings 30 days ago. What's next for the stock? |
zacks.com |
2025-03-07 14:36:55 |
Czytaj oryginał (ang.) |
| CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection |
CDW Corp.'s 4Q24 results show a return to y/y revenue growth, driven by a 4% increase in hardware sales, marking a key growth inflection point. The recovery in enterprise hardware demand, along with strong growth in cloud and security services, should drive significant revenue and earnings growth for CDW. CDW's operating leverage is set to improve, with revenue growth carrying high incremental margins due to mostly fixed costs and a lower cost structure. |
seekingalpha.com |
2025-02-09 13:48:25 |
Czytaj oryginał (ang.) |
| CDW Corporation (CDW) Q4 2024 Earnings Call Transcript |
CDW Corporation (NASDAQ:CDW ) Q4 2024 Earnings Conference Call February 5, 2024 8:30 AM ET Company Participants Steve O'Brien - Vice President-Investor Relations Christine Leahy - Chair and Chief Executive Officer Albert Miralles - Senior Vice President and Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Samik Chatterjee - JPMorgan Chase & Co Ruplu Bhattacharya - Bank of America Keith Housum - Northcoast Research Erik Woodring - Morgan Stanley George Wang - Barclays Operator Good morning all, and thank you for joining us for the CDW Fourth Quarter 2024 Earnings Call. My name is Carly, and I'll be coordinating your call today. |
seekingalpha.com |
2025-02-05 17:01:03 |
Czytaj oryginał (ang.) |
| CDW Q4 Earnings Surpass Estimates on Solid Revenue Growth, Shares Up |
CDW's Q4 performance gains from a strong business pipeline across all its sales units and international domains amid a dynamic macroeconomic backdrop. |
zacks.com |
2025-02-05 15:11:33 |
Czytaj oryginał (ang.) |
| CDW vs. CYBR: Which Stock Is the Better Value Option? |
Investors looking for stocks in the Computers - IT Services sector might want to consider either CDW (CDW) or CyberArk (CYBR). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-02-05 14:41:29 |
Czytaj oryginał (ang.) |
| CDW (CDW) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-02-05 12:36:34 |
Czytaj oryginał (ang.) |
| CDW (CDW) Tops Q4 Earnings and Revenue Estimates |
CDW (CDW) came out with quarterly earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.33 per share. This compares to earnings of $2.57 per share a year ago. |
zacks.com |
2025-02-05 11:15:40 |
Czytaj oryginał (ang.) |
| CDW beats Q4 revenue estimates on strong IT solutions demand |
CDW on Wednesday beat Wall Street estimates for the fourth quarter, helped by growing demand for its IT solutions, as small- and medium-sized businesses continue to spend on the company's services. |
reuters.com |
2025-02-05 09:55:58 |
Czytaj oryginał (ang.) |
| CDW Authorizes $750 Million Share Repurchase Program Increase and Declares Quarterly Cash Dividend of $0.625 Per Share |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has authorized a $750 million increase to the Company's share repurchase program and declared a quarterly cash dividend. The cash dividend of $0.625 per common share will be paid on March 11, 2025 to all sto. |
businesswire.com |
2025-02-05 09:05:00 |
Czytaj oryginał (ang.) |
| CDW Reports Fourth Quarter and Full Year 2024 Earnings |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq:CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31, 2024 2023 % Chg. 2024 2023 % Chg. Net Sales $ 5,186.0 $ 5,018.5 3.3 % $ 20,998.7 $ 21,376.0 (1.8 )% Gross Profit $ 1,155.3 $ 1,153.8 0.1 $ 4,602.4 $ 4,652.4 (1.1 ) Gross Profit Margin 22.3 % 23.0 % 21.9 % 21.8 % Operating Income $ 408.6 $ 435.0 (6.1 ) $ 1,651.3 $ 1,680.9 (1. |
businesswire.com |
2025-02-05 09:00:00 |
Czytaj oryginał (ang.) |
| Countdown to CDW (CDW) Q4 Earnings: Wall Street Forecasts for Key Metrics |
Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. |
zacks.com |
2025-02-04 12:20:42 |
Czytaj oryginał (ang.) |
| CDW Gears Up to Report Q4 Earnings: What's in the Offing? |
CDW's fourth-quarter earnings are likely to have been affected by muted customer spending due to macroeconomic woes amid growth in cloud and security solutions. |
zacks.com |
2025-02-03 12:25:36 |
Czytaj oryginał (ang.) |
| CDW to Announce Fourth Quarter and Full Year 2024 Results on February 5 |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that it will host a webcast conference call to discuss its fourth quarter and full year 2024 results on Wednesday, February 5, 2025, at 7:30 a.m. CT/8:30 a.m. ET. A live webcast (audio with slides) of the conference call will be access. |
businesswire.com |
2025-01-22 09:00:00 |
Czytaj oryginał (ang.) |
| Wedgewood Partners: Q4 And 2024 Top Performers And Detractors |
Texas Pacific Land and Taiwan Semiconductor Manufacturing were top contributors for both the quarter and the year, showcasing strong earnings growth and strategic market positioning. Despite Texas Pacific Land's strong performance, we sold our positions due to overvaluation driven by index additions, with plans to re-invest post-market correction. Edwards Lifesciences' EARLY TAVR trial results highlight significant potential for expanding aortic stenosis treatment, positioning the company for double-digit earnings growth in the coming years. |
seekingalpha.com |
2025-01-16 10:00:00 |
Czytaj oryginał (ang.) |
| New Strong Sell Stocks for December 26th |
ARCAY, CDW and CUBI have been added to the Zacks Rank #5 (Strong Sell) List on December 26, 2024. |
zacks.com |
2024-12-26 04:20:21 |
Czytaj oryginał (ang.) |
| CDW Stock Falls 21% in 3 Months: Should You Buy, Sell or Hold? |
CDW's cloud growth and acquisitions will aid it in the long run. However, slowing hardware demand and weakness across key segments hurt near-term prospects. |
zacks.com |
2024-12-24 15:16:09 |
Czytaj oryginał (ang.) |
| Will CDW's Acquisition of Mission Cloud Services Propel Stock Growth? |
CDW's buyout of Mission Cloud Services is likely to strengthen its cloud capabilities and augment its presence in the cloud services market. |
zacks.com |
2024-12-03 12:55:46 |
Czytaj oryginał (ang.) |
| Great Hill Partners Announces Sale of Mission Cloud Services Inc. to CDW |
BOSTON--(BUSINESS WIRE)--Great Hill Partners, a private equity firm that invests in high-growth, disruptive companies, today announced that it has reached an agreement to sell Mission Cloud Services Inc. (“the Company”), a leading cloud professional services, managed services and consulting provider, to CDW (NASDAQ: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Can. |
businesswire.com |
2024-12-02 11:00:00 |
Czytaj oryginał (ang.) |
| CDW Announces Acquisition of Mission Cloud Services Inc., a leading US-based Amazon Web Services (AWS) Premier Tier Partner |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that it has acquired Mission Cloud Services Inc., a leading cloud professional services, managed services and consulting provider. The transaction complements CDW Digital Velocity – CDW's cloud, data, AI and software platform engineering organizat. |
businesswire.com |
2024-12-02 10:30:00 |
Czytaj oryginał (ang.) |
| 13 Upcoming Dividend Increases Including 2 Kings |
This week's dividend increases feature two dividend kings, Stepan and Tennant, with average increases of 7.4% and a median of 5.4%. Thirteen companies are increasing their dividends this week, with an average increase of 7.4% and a median of 5.4%. My strategy focuses on buying, holding, and adding companies with consistent dividend growth and outperforming benchmarks, using data from U.S. Dividend Champions and NASDAQ. |
seekingalpha.com |
2024-11-21 12:32:21 |
Czytaj oryginał (ang.) |
| D&H Distributing Recognized as CDW 2024 Large Distributor Partner of the Year |
HARRISBURG, Pa., Nov. 20, 2024 (GLOBE NEWSWIRE) -- D&H Distributing, a leading provider of technology solutions to the North American channel, announces it was named 2024 CDW Large Distributor Partner of the Year. |
globenewswire.com |
2024-11-20 13:54:00 |
Czytaj oryginał (ang.) |
| New Strong Sell Stocks for November 20th |
AAP, AIN and CDW have been added to the Zacks Rank #5 (Strong Sell) List on November 20, 2024. |
zacks.com |
2024-11-20 09:05:30 |
Czytaj oryginał (ang.) |
| Top-down Approach to Generative AI is Crucial as Canadian Employees Surpass Employers in Adoption |
TORONTO--(BUSINESS WIRE)--Today, CDW Canada, a leading provider of technology solutions and services for Canadian organizations, released new research exploring how Generative Artificial Intelligence (GenAI) is reshaping Canadian workplaces. Uncharted Innovation: The Rise of Unofficial AI Tool Usage Among Canadian Office Workers report contains research conducted among members of the Angus Reid Forum, including 1,000 office workers across businesses of varying sizes and industries throughout Ca. |
businesswire.com |
2024-11-19 10:15:00 |
Czytaj oryginał (ang.) |
| CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth Recovery |
CDW's 3Q24 results were disappointing, with revenue declining and guidance lowered. The company's heavy exposure to hardware, which is facing weaker demand, is a headwind. As the market focuses on near-term growth, CDW's valuation could face significant downside pressure. |
seekingalpha.com |
2024-11-05 04:42:45 |
Czytaj oryginał (ang.) |
| CDW Corporation (CDW) Q32024 Earnings Call Transcript |
CDW Corporation (NASDAQ:CDW ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Steve O'Brien - Vice President-Investor Relations Chris Leahy - Chair and Chief Executive Officer Al Miralles - Senior Vice President and Chief Financial Officer Conference Call Participants Adam Tindle - Raymond James David Vogt - UBS Erik Woodring - Morgan Stanley Amit Daryanani - Evercore Matt Sheerin - Stifel Keith Housum - Northcoast Research Samik Chatterjee - JPMorgan Operator Good morning all, and thank you for joining us for the CDW Third Quarter 2024 Earnings Call. My name is Carly, and I'll be coordinating your call today. |
seekingalpha.com |
2024-10-30 13:25:03 |
Czytaj oryginał (ang.) |
| CDW's Q3 Earnings & Revenues Miss Estimates, Fall Y/Y, Stock Down |
CDW's Q3 2024 performance is affected by continued weakness across the Corporate and Public businesses, offset by a slight gain in the Small Business unit. |
zacks.com |
2024-10-30 13:20:29 |
Czytaj oryginał (ang.) |
| CDW (CDW) Reports Q3 Earnings: What Key Metrics Have to Say |
While the top- and bottom-line numbers for CDW (CDW) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2024-10-30 12:35:50 |
Czytaj oryginał (ang.) |
| CDW (CDW) Misses Q3 Earnings and Revenue Estimates |
CDW (CDW) came out with quarterly earnings of $2.63 per share, missing the Zacks Consensus Estimate of $2.84 per share. This compares to earnings of $2.72 per share a year ago. |
zacks.com |
2024-10-30 11:16:29 |
Czytaj oryginał (ang.) |
| CDW misses quarterly revenue estimates on slow hardware solutions demand |
IT solutions provider CDW missed third-quarter revenue estimates on Wednesday due to reduced demand for its hardware solutions, as clients curtailed spending amid inflationary pressures, sending its shares down 7.2% in premarket trading. |
reuters.com |
2024-10-30 10:51:46 |
Czytaj oryginał (ang.) |
| CDW Increases Quarterly Cash Dividend 1% to $0.625 Per Share |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on December 10, 2024 to all stockholders of record as of the close of business on November 25, 2024. This amount represents approx. |
businesswire.com |
2024-10-30 09:05:00 |
Czytaj oryginał (ang.) |
| CDW Reports Third Quarter 2024 Earnings |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq:CDW): (Dollars in millions, except per share amounts and percentage) Three Months Ended September 30, Nine Months Ended September 30, 2024 2023 % Chg. 2024 2023 % Chg. Net Sales $ 5,516.6 $ 5,628.3 (2.0 ) $ 15,812.7 $ 16,357.5 (3.3 ) Gross Profit $ 1,200.7 $ 1,227.7 (2.2 ) $ 3,447.1 $ 3,498.6 (1.5 ) Gross Profit Margin 21.8 % 21.8 % 21.8 % 21.4 % Operating Income $ 481.6 $ 478.4 0.7 $. |
businesswire.com |
2024-10-30 09:00:00 |
Czytaj oryginał (ang.) |
| Curious about CDW (CDW) Q3 Performance? Explore Wall Street Estimates for Key Metrics |
Get a deeper insight into the potential performance of CDW (CDW) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. |
zacks.com |
2024-10-28 12:21:40 |
Czytaj oryginał (ang.) |
| CDW to Report Q3 Earnings: Here's What Investors Should Know |
CDW's third-quarter performance is likely to have been cushioned by demand for cloud and security solutions amid macroeconomic volatility. |
zacks.com |
2024-10-25 13:51:36 |
Czytaj oryginał (ang.) |
| CDW Announces Succession Plan for Chief Commercial and Operating Officer |
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW, a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced changes to its executive leadership team as part of its ongoing commitment to thoughtful succession planning and future growth. Chief Commercial and Operating Officer Chris Corley will step down from her current responsibilities in advance of her future retirem. |
businesswire.com |
2024-10-25 11:20:00 |
Czytaj oryginał (ang.) |