CDW delivered stronger-than-expected sales growth in the first quarter of 2026, but shrinking margins and investor worries over profitability overshadowed the company’s gains, sending shares tumbling nearly 20% on Wednesday. CDW reports stronger sales and AI demand The IT solutions provider reported rising demand for infrastructure hardware and AI-related technology projects as businesses ramped up…
Tag: margins
AI, Global Security News
Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money?
Profit margins of memory makers look unsustainably high, but AI demand is changing the game.
AI, Global Security News
Australian Manufacturers close 2025 Strong After Volatile Year
GUEST RESEARCH: Key figures: $619k average revenue, only a minor 1.0% dip from Q3 Profit margins remained resilient at 38.47% Stock on Hand (SOH) dropped to an average of $233,763 from over $300k Purchase order values surged 22% to an average of $415k Lead times remained low at 17 days, well below 2024 averages Australian…
Compliance, Global Security News
Australia’s fuel tax debate
GUEST OPINION: Transport operators are already facing rising costs, tight margins, driver shortages and increasing compliance obligations.