Victor Santiago (Evercore ISI)

Focus Areas5 topics

Demand3Cloud & AI2Pricing1M&A1Geographic Expansion1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

CDWCDW1 quarter

2026 Q1

Can you guys talk about the strength you saw in financial services? And how durable is some of that strength here?

what drove that 40% plus sequential increase in inventory?

MSIMotorola Solutions1 quarter

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

M&AGeographic ExpansionView in transcript →

TELTE Connectivity1 quarter

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