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Analyst
Victor Santiago
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q1 (7 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 3 companies
CDWCDW2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
Can you guys talk about the strength you saw in financial services? And how durable is some of that strength here?
Show response
Chris said FSI is on the leading edge of AI and infrastructure build-out, focused on servers and storage for AI inferencing. Go-to-market refinements tailoring coverage by customer segment and size driving results, similar to earlier healthcare success.
what drove that 40% plus sequential increase in inventory?
Show response
Al said inventory increase reflects CDW stepping up to secure product for urgent customer demand. Despite several hundred million increase, free cash flow still within rule-of-thumb range. ASP changes were a driver but not a meaningful impact on inventory dollars.
MSIMotorola Solutions1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
can you talk about the public safety and commercial opportunities as it relates to Silvus and whether these markets would be incremental to the TAM
Show response
Jack confirmed focus on defense, borders, and federal police. State and local requires spectrum authorization, so would be incremental to current TAM. Las Vegas Metro PD has special temporary authorization. International expansion across NATO, Australian Navy discussions. Broadened Silvus portfolio across drone classes 1 through 5.
TELTE Connectivity1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
I was hoping to get some color on your Data & Devices business ex the AI opportunity. How is that recovery for traditional datacom
Show response
Terrence noted non-AI cloud spending returning to mid-single-digit growth. Enterprise remains sideways. Telecom networks not a major exposure for TE.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CDW CDW | 2 | —Rate withheld: fewer than 3 questions |
| MSI Motorola Solutions | 1 | —Rate withheld: fewer than 3 questions |
| TEL TE Connectivity | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q4No questions recorded
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Cloud & AI2
- Pricing1
- M&A1
- Geographic Expansion1