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CDW (CDW) investor relations material
CDW Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025
Business performance and outlook
Achieved 10% year-on-year growth in Q2, with resilient performance across diverse end markets.
Enterprise segment outperformed expectations in the first half, while federal and education markets remain challenged due to policy and funding changes.
Outlook for the second half is cautious, with muted expectations for federal and education sectors and a prudent approach due to policy volatility.
Healthcare and international markets showed strong growth, but future projections are more modest.
Monitoring pipeline, IT growth, and budget clarity to gauge normalization and future traction.
Competitive positioning and strategy
Evolved from a reseller to a technology integrator, offering full lifecycle solutions with AI and automation.
Scale and strong partner ecosystem provide market advantages, enabling verticalization and cost leverage.
Investments in advisory, managed services, data, AI, and security drive higher margins and relevance.
Diversity across end markets and agility in operations help navigate macro and technology-specific events.
Cloud and technology services
Cloud transition remains complex, with less than 50% of workloads migrated; customers need guidance to optimize ROI.
Multi-cloud environments require ongoing assessment and trusted advisory services.
Technology partners incentivize service-led solutions due to increasing complexity.
AI's impact on CDW's gross profit growth
Indicators for return to normal business environment
CDW's value in multi-cloud environments
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Next CDW earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
CDW Corporation provides integrated information technology solutions to customers worldwide. The company offers hardware and software products, installation and integration services, lifecycle support services, information technology outsourcing, and value-added reseller program. The company also provides visual communications, network infrastructure, unified communications, business continuity and disaster recovery, server virtualization and cloud computing, as well as project implementation and management services. CDW Corporation serves small business owners; small and medium-sized enterprises; educational institutions; public agencies; healthcare organizations; commercial facilities managers at hotels and venues; data centers; and wireless networks operators in the United States and internationally. The company is based in Lincolnshire, Illinois.
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