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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ScanSource (SCSC) investor relations material
ScanSource Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company evolution and strategic transformation
Transitioned from a traditional hardware distributor to a focus on specialized channels and recurring revenue since 2016.
Entered the agent channel with a 2016 acquisition, adding a recurring revenue model with high EBITDA margins and low working capital.
Pursuing convergence of hardware, software, and services to offer integrated solutions to end users.
Educating partners to sell both hardware and recurring revenue products, aiming for a unified sales approach.
Unique in offering both hardware and recurring revenue streams, unlike most competitors.
Competitive landscape and partner enablement
Faces competition from both hardware distributors and Intelisys-type recurring revenue providers.
Developing tools for partners to assess end user technology environments and identify cross-sell opportunities.
Providing advanced technology support engineers to assist partners in delivering comprehensive solutions.
Shifting terminology from "agent" to "trusted advisor" and now "technology architect" to reflect evolving roles.
Aims to increase partner productivity and revenue by enabling sales teams to offer both hardware and services.
Financial profile and segment performance
Business now reported in two segments: specialty hardware/technologies and Intelisys Advisory.
Specialty hardware segment has 3%-4% EBITDA margins; Intelisys Advisory segment has 30%-40% EBITDA margins and is 25% of gross profit.
Intelisys model features predictable, commission-based recurring revenue with minimal working capital needs.
Gross profit dollar growth and EBITDA margin expansion are key financial targets.
Return on invested capital (ROIC) and cash flow generation are emphasized in three-year goals.
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Next ScanSource earnings date
Q2 202629 Jan, 2026
Next ScanSource earnings date
Q2 202629 Jan, 2026
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Frequently asked questions
ScanSource Inc is a technology distributor that provides hardware, software, and services for point-of-sale, barcode, networking, and unified communications solutions. The company serves resellers and integrators in retail, healthcare, and government markets. It operates globally through physical and digital distribution channels. ScanSource Inc is headquartered in Greenville, South Carolina, and its shares are listed on the NASDAQ.
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