CDW Corporation Webcast Conference Call February 9, 2022 CDW.com | 800.800.4239 Today's Agenda ▪ Fourth Quarter and Full Year 2021 Results ▪ Performance Drivers ▪ 2022 Outlook ▪ Q&A 2 Disclaimers Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding capital priorities and ot ...

CDW Corporation Webcast Conference Call November 3, 2021 CDW.com | 800.800.4239 Today's Agenda ▪ Third Quarter and YTD 2021 Results ▪ Performance Drivers ▪ Outlook ▪ Q&A 2 Disclaimers Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding capital priorities and other strategi ...

Financial Data and Key Metrics Changes - CDW reported record net sales of $5.311 billion, a 0.4% increase year-over-year, and a 10.7% increase in constant currency [8][27] - Non-GAAP operating income was $435 million, up 12.6%, and non-GAAP net income per share was $2.13, reflecting a 13.4% increase on a reported basis and a 15.8% increase in constant currency [8][30] - Gross profit for the quarter was $915 million, an increase of 10.8%, with a gross margin of 17.3%, down approximately 10 basis points year-over-year [28] Business Line Data and Key Metrics Changes - Corporate sales increased by 25%, driven by strong demand for digital transformation and hybrid work solutions [11][12] - Small business sales grew nearly 40%, benefiting from flexibility in technology requirements [12] - Government channel net sales decreased by 33%, primarily due to the impact of the U.S. Census Bureau project from the previous year [13] - Healthcare sales increased by 31%, driven by resumed projects related to COVID-19 [15][16] Market Data and Key Metrics Changes - U.S. public business saw a mid-single-digit decline, while international operations posted significant double-digit increases [10][16] - Education market net sales increased by 2%, with higher education driving growth through campus connectivity initiatives [14] - UK and Canadian operations experienced over 30% growth, with customer priorities aligning with those in the U.S. [16] Company Strategy and Development Direction - CDW's strategy focuses on taking market share and investing in solutions that customers need, with a balanced portfolio across various customer end markets [8][19] - The planned acquisition of Sirius Computer Solutions aims to enhance service capabilities and position CDW as a trusted technology advisor [19][20] - The company expects to continue its evolution as a leading IT solutions provider, emphasizing the importance of services in customer IT spending [21][25] Management's Comments on Operating Environment and Future Outlook - Management noted that supply constraints are expected to persist, impacting lead times and backlog, but they remain confident in the business's health and growth prospects [24][38] - The company anticipates U.S. IT market growth of approximately 5% and aims to outperform this by 425 to 500 basis points [38] - Inflation is a concern, but management believes technology investments will remain a priority for customers [49] Other Important Information - The board approved a 25% increase in the quarterly cash dividend, marking the eighth consecutive year of increases since the IPO [26][33] - Year-to-date free cash flow was $341 million, lower than the previous year's record due to timing and strategic investments [32] Q&A Session Summary Question: Feedback on Sirius acquisition and potential revenue synergies - Management received positive feedback from customers regarding the Sirius acquisition, with expectations of enhanced capabilities and services [41][42] Question: Backlog composition and order cancellations - There are no significant order cancellations, and the backlog remains strong, with some pull-forward of orders due to the uncertain supply environment [45][47] Question: Education market performance and stimulus funding - Management expressed confidence in the education market's long-term growth, highlighting the importance of stimulus funding for technology investments [51][54] Question: Operating margins sustainability - Operating margins are influenced by product mix and supply chain dynamics, with expectations for high 7% margins moving forward [55][58] Question: Visibility on stimulus funding and order placements - Management is confident in navigating the complexities of stimulus funding and believes K-12 customers will not miss out on funding opportunities [60][62]

Table of Contents Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share CDW Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transit ...

CDW Corporation (NASDAQ:CDW) Q2 2021 Earnings Conference Call August 4, 2021 8:30 AM ET Company Participants Brittany Smith - Investor Relations Chris Leahy - President and Chief Executive Officer Collin Kebo - Chief Financial Officer Conference Call Participants Matt Cabral - Credit Suisse Lexi Curnin - Evercore Katy Huberty - Morgan Stanley Jim Suva - Citi Shannon Cross - Cross Research Ruplu Bhattacharya - Bank of America Matt Sheerin - Stifel Keith Housum - Northcoast Research Samik Chatterjee - JPMorga ...

Table of Contents Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share CDW Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition p ...

CDW Corporation (NASDAQ:CDW) Q1 2021 Earnings Conference Call May 5, 2021 8:30 AM ET Company Participants Brittany Smith - IR Chris Leahy - President and CEO Collin Kebo - CFO Conference Call Participants Amit Daryanani - Evercore Katy Huberty - Morgan Stanley Shannon Cross - Cross Research Adam Tindle - Raymond James Matt Cabral - Credit Suisse Ruplu Bhattacharya - Bank of America Jim Suva - Citigroup Matt Sheerin - Stifel Keith Housum - Northcoast Operator Good morning, ladies and gentlemen, and welcome t ...

CDW INVESTOR PRESENTATION 2021 | SPRING / SUMMER http://investor.cdw.com/ DISCLAIMERS Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding capital priorities and other strategic plans of CDW. These forwardlooking statements are subject to risks and uncertainties that may ca ...

Table of Contents Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share CDW Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition ...

Table of Contents Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.01 per share CDW Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition perio ...