CDW (NasdaqGS:CDW) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker2Ladies and gentlemen, the CDW third quarter 2025 earnings call will begin shortly with your host, Steven O'Brien. We appreciate your patience as we prepare your session today. During the call, we encourage participants to raise any questions they may have. You can raise a question by pressing the star followed by one on your telephone keypad. To remove yourself from the line of questioning, star followed by two. As a reminder to ...

Core Insights - The Deloitte Finance Trends report highlights how finance leaders are adapting to complexities and preparing for future challenges through a global survey of 1,326 finance leaders, primarily CFOs from companies with annual revenues exceeding $1 billion [1] Group 1: Finance Trends - Scenario planning and agile governance are essential as finance chiefs balance cost efficiency with growth investments amid supply chain disruptions, with 75% of respondents indicating insufficient resources for investment [2] - Finance leaders are increasingly seen as primary strategy influencers, with 57% of respondents claiming this role, and nearly half utilizing cloud solutions to optimize costs [3][4] Group 2: Cost Management - Finance-led cost management is linked to measurable value, with 36% of finance leaders primarily responsible for cost management, and 47% of these leaders consistently meeting cost-savings targets [6] Group 3: AI Integration - While 63% of finance teams are experimenting with AI, only 21% report clear, measurable value from these investments, and just 14% have fully integrated AI agents into their finance functions [7][8] - Early-stage AI adopters face challenges in justifying ROI, with 30% struggling compared to 21% of more advanced AI users [9] Group 4: Talent Development - A significant focus on infusing technology talent into finance departments is evident, with 64% of respondents planning to enhance technical skills by 2026, particularly in AI, automation, and data analysis [10]

Core Insights - Oracle is expected to announce earnings on September 9, 2025, with analysts estimating earnings of $1.48 per share on revenues of $15.03 billion, reflecting growth from the previous year [3] - Historically, Oracle's stock has shown negative returns on the day following earnings announcements, with a 55% decrease rate over the past five years and a median drop of 3.2% [2][6] Financial Performance - Oracle's market capitalization stands at $626 billion, with $57 billion in revenue, $18 billion in operating profits, and $12 billion in net income over the last twelve months [4] - The expected earnings growth is attributed to the increasing adoption of Oracle's cloud services, particularly in generative AI workloads [3] Historical Earnings Reaction - Over the last five years, Oracle has documented 20 earnings results, with 9 positive and 11 negative one-day returns, leading to a 45% chance of positive returns [6] - The median of positive returns is 11%, while the median of negative returns is -3.2% [6] Post-Earnings Strategies - Traders can utilize historical trends for strategic positioning before and after earnings announcements, assessing correlations between short-term and medium-term returns [5][7] - A less risky strategy involves identifying pairs with the highest correlation between 1D and 5D returns to inform trading decisions [7] Peer Performance Influence - The performance of peers can impact Oracle's stock reactions following earnings, with market dynamics potentially shifting before the earnings announcements [8]

Core Insights - Kyivstar will host an investor meeting on August 28, 2025, to discuss strategic initiatives, financial performance, and market outlook [1][2] - The meeting will include presentations from senior management and a Q&A session with investors [2] Event Details - Date: August 28, 2025 [3] - Time: 10:00 AM – 11:30 AM Eastern Time [3] - Location: Virtual meeting accessible via a provided link [3] Company Overview - Kyivstar serves nearly 22.4 million mobile customers and over 1.1 million home internet fixed line customers as of June 30, 2025 [4] - The company offers a range of services including 4G, big data, cloud solutions, cybersecurity, and digital TV [4] - Kyivstar plans to invest USD 1 billion in Ukraine from 2023 to 2027 for infrastructure, technological development, and strategic acquisitions [4] - VEON, the parent company, operates across five countries and serves nearly 160 million customers [5]