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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Of the select assets of Lexicon Tech Solutions. This acquisition highlights our strategy of bolstering our end-to-end life cycle capabilities for education customers with the potential to broaden the applicability to our other channels down the road.”
CDW's Q4 tuck-in acquisition of Lexicon Tech Solutions' select assets bolsters end-to-end lifecycle capabilities for its education channel.
“By integrating our cloud foundation managed services for AWS with our generative AI expertise, we delivered a solution that leverages historical ticket data to streamline workflows.”
CDW highlights AWS as the cloud platform underpinning a customer-facing generative AI deployment, reinforcing AWS's role as a foundational partner in CDW's managed cloud service stack.
“Mission, a leader in AI and a premier AWS partner, furthers our ability to deliver mission-critical outcomes for customers”
CDW's newly acquired Mission Cloud Services is a premier AWS partner, strengthening CDW's cloud and AI delivery capabilities.
“recent investments have been focused on embedding services throughout our entire portfolio, including Mission Cloud Services, which closed last November.”
CDW's acquisition of Mission Cloud Services, which closed in November 2024, is part of its strategy to embed services and AI/AWS expertise throughout its portfolio.
“In fact, we were just named AWS Marketplace Partner of the Year.”
CDW highlights being named AWS Marketplace Partner of the Year, underscoring its deepening reseller and services partnership within AWS's cloud marketplace ecosystem, reinforced by its recent acquisition of AWS partner Mission Cloud Services.
“I think we mentioned that last call on some of the Microsoft changes or we got the question with respect to that. Look, we see program changes and change incentive from partners very commonly. This one was telegraphed for quite a while. And so the impact on '25 from that is not material to our overall results.”
CDW discusses recent changes to Microsoft's cloud subscription/incentive program terms, noting the impact on CDW's 2025 results is not material -- a routine partner-program adjustment rather than a major disruption.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Keith Housum | Northcoast Research | 11 (0%) |
| Amit Daryanani | Evercore ISI | 10 (10%) |
| Ruplu Bhattacharya | Bank of America | 10 (0%) |
| Erik Woodring | Morgan Stanley | 8 (50%) |
| Samik Chatterjee | JPMorgan | 8 (13%) |
| Dave Vogt | UBS | 8 (13%) |
| Adam Tindle | Raymond James | 6 (17%) |
| Harry Read | Redburn Atlantic | 5 (0%) |
| George Wang | Barclays | 4 (0%) |
| Asiya Merchant | Citigroup | 2 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 2 | 12 (8%) |
| Northcoast Research | 1 | 11 (0%) |
| JPMorgan | 2 | 10 (20%) |
| Bank of America | 1 |
| 10 (0%) |
| Morgan Stanley | 1 | 8 (50%) |
| UBS | 1 | 8 (13%) |
| Raymond James | 1 | 6 (17%) |
| Redburn Atlantic | 1 | 5 (0%) |
CDW finished the year strong with Q4 net sales up 5% and 9% gross profit growth, as cloud drove roughly half of quarterly GP growth. Small business surged 18% fueled by cloud and AI adoption, and gross margin expanded to 22.8% on mix and product margin strength. FY2026 guidance was introduced calling for mid-single-digit EPS growth with continued low-single-digit IT market growth.
Demand | Margin | Cloud & AI | Pricing | Competitive Dynamics | Revenue Growth | Cost Pressure | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 2 | 4 | 4 | 1 | 1 |
| 2025Q1 | 7 | 2 | 2 | 2 | 2 | 3 | 1 | 1 |
| 2025Q2 | 6 | 4 | 2 | 1 | 2 | 2 | 1 | 1 |
| 2025Q3 | 8 | 3 | 3 | 1 | 3 | 2 | 3 | |
| 2025Q4 | 5 | 4 | 3 | 5 | 3 | 1 | 2 | |
| 2026Q1 | 8 | 4 | 5 | 6 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 7 | 6 | 8 | 5 | 8 |
| Margin | 4 | 2 | 4 | 3 | 4 | 4 |
| Cloud & AI | 3 | 2 | 2 | 3 | 3 | 5 |
| Pricing | 2 | 2 | 1 | 5 | 6 | |
| Competitive Dynamics | 4 | 2 | 2 | 1 | 3 | 1 |
| Revenue Growth | 4 | 3 | 2 | 3 | 1 | |
| Cost Pressure | 1 | 1 | 1 | 2 | 2 | 3 |
| Regulation Policy | 1 | 1 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CDW CDW | 8 | +9.3% | |
| ACN Accenture | 6 | +5.6% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |