Thread regarding CDW layoffs

Earnings tommorrow

My guess is higher rev, lower GM. services to product ratio down. AI fluff. This new regime is worse in services than ever. with bad morale. Cloud will be down because the Mission leaders are distracted. These are my predictions based on observation, I have no inside baseball. We will see tomorrow.


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Post ID: @OP+1m6jgjv6t

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@OP
Yup...Revenue up...margins down.

Major growth areas are notebooks and PC's, Servers/Datacenter, and Software...things we've been selling for years... Soooo transformational with all the changes.

The changes basically never had to be done except for laying off the slow and under-performers. Everything else has been for nothing.

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Post ID: @c2+1m6jgjv6t

"Despite ongoing headwinds, the analysts saw solid potential upside on future fundamentals, enabled by ongoing reductions in cost .." blah blah blah

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Post ID: @ab+1m6jgjv6t

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