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what have you factored in, in terms of end market demand destruction as component costs, including memory are going higher?
As suppliers are raising prices, are you able to pass that on to end customers?
Can you remind us as suppliers are raising prices, how does that impact CDW Corporation?
are they looking at AI? And is this an area of focus and investment for for CDW Corporation?
Are customers taking this opportunity to upgrade their devices on the client side are they upgrading things like AI PCs
this environment, do you see scope for M&A? And if so, which areas would you focus on
How are you seeing the impact of those? And do you think federal might remain a little bit weaker for the next quarter
Can you just help us think through how you're thinking about the core business margins
how are you thinking about core business margins trending in fiscal '25
In the past, SMB has been a bellwether for a change in end market demand
do you think the current environment is or will drive more customers to use HPE GreenLake
you've raised total company revenue guidance by $1.6 billion. But op margin is still 5.7%. So can you talk about the factors that are going into that
Can you help us rank order where you see the most opportunity? Is it in compute, networking or semi-cap? And this year, AI revenues are now growing almost 50% year-on-year
Can you remind us on uses of cash? I mean, you've got growth in many different areas. How are you thinking about CapEx spend for this year
There are a lot of new projects coming up as well, like the OpenAI, AMD, Anthropic, AWS. I mean do you think Jabil has the intent or the opportunity to benefit or some of those projects
is it reasonable for investors to assume that operating margin can get above 6% in fiscal '27
can you give us some more color on how you think that business can evolve? Is it still a low single-digit business going forward? Or do you think it can accelerate
Can you talk about where you see growth? Is it in devices, equipment or drug delivery
Can you give us some more details on which of the 3 areas you see more growth? Is it in core rack manufacturing or in optical transceivers or in switching, where do you see Jabil outpacing market g...
Can you talk about how the meeting went. And can you give us specifically your thoughts on investing in the U.S. versus in India because there are different tariff rates
What's a reasonable level of growth to expect in this segment for fiscal 2026 and beyond? Can you help us rank order the revenue growth and margins for the different segments within Intelligent Inf...
What's the biggest risk you see to this story today
What needs to happen for operating margins to get to 6% plus
can you talk about your existing footprint in the US? You mentioned that several times
Can I ask you about the cloud revenues? And you raised the guidance for that as well as for AI related revenues
you tweaked down networking and healthcare forecasts for fiscal 2025. Just what should we read into that if anything
Can you talk about your capital allocation plans? How should we think about the cadence of buybacks?
Can you talk about the relative margins of each segment and what we should expect for fiscal '25
has your expectation for AI-related revenues changed? I think you had guided $6 billion last time
Are you taking any incremental cost actions? And how should we think about operating expenses as well as your investments going forward
Can you comment on the subscription services part, the headwinds that you were seeing? I think you had said that it's lessening
How much of the installed base has now converted to all-flash and what's the mix of existing customers moving to flash versus new customers
Can you help us quantify how much of that is coming back in, in the December quarter versus how much will be in future quarters
is there a chance that you might have to come to the capital markets again to raise capital for working capital
Can you help us size all of these things? How much did they impact gross margins in the December quarter
component cost increases, are they actually impacting data center demand, either on the AI side or on the regular non-GPU server side
How should we think about working capital and cash conversion cycle and free cash flow? And at what point would you need to tap the markets to raise more capital
can you remind us how much total revenue can your manufacturing footprint support today? And when it's fully utilized, what would that number be
Can you give us your thoughts on expected rollout of that opportunity? And David what margin uplift should we expect from sovereign customers versus your existing customer base
Can you talk about management strategy for competing in the AI server market your focus on revenue growth and gaining market share? Or is your focus on margin expansion
as new efficient AI models like Deepsea come about, how are you thinking about the impact on your business
do you think industry margins are now under secular pressure given more competition from other AI server manufacturers
how do you see the mix of TLC versus QLC trending over the next couple of quarters?
on the long-term agreements, is there any restriction on when you can raise prices?
This quarter OpEx came in lower. You said you had a benefit from how you're managing NPI. Can you just elaborate
can you talk about what are the factors that are going into there? Should we expect another round of price increases?
Can you talk about how you're thinking about bit growth across the different markets, data center, client, consumer