Ac t i o n | 17 Feb 2026 04:30:04 ET │ 40 pages North America Hardware & Storage C4Q'25 Previews: Mixed Indicators on Hardware Demand As OEMs Navigate Component Headwinds CITI'S TAKE Hardware OEMs are expected to report later this month. End demand commentary continues to be mixed on component headwinds impacting PC demand, and Citi's 4Q CIO Survey suggesting momentum in IT HW spend as AI Capex continues to ramp, meanwhile Gen-AI impacts on HW budgets appear to be moderating qq. We earlier lowered CY26 PC u ...