Core Insights - Genpact has been recognized as a Leader and Star Performer in Everest Group's 2025 Supply Chain Management (SCM) PEAK Matrix Assessments, highlighting its leadership in supply chain management services [1][7] - The company secured the top position in the inaugural SCM Planning BPS PEAK Matrix® 2025 assessment, noted for its end-to-end planning expertise and technology partnerships [2][7] Group 1: Recognition and Achievements - Genpact's recognition underscores its ability to drive measurable outcomes in supply chain transformation through its planning-as-a-service model [3] - The company combines consult-to-operate models with deep planning expertise, enhancing clients' planning maturity and time to value [4][8] - Everest Group evaluated 16 providers for SCM BPS and 12 for SCM Planning BPS, with Genpact being recognized for its strong market impact and capability advancements [4] Group 2: Service Offerings and Capabilities - Genpact offers end-to-end services in planning, orchestration, control tower, and resilience, supported by modular tools and AI innovation [8] - The company has an extensive delivery network with new hubs in Japan and Costa Rica, providing flexible as-a-service models for various clients [8] - Ongoing talent development is emphasized through training platforms and academic partnerships to build a future-ready workforce [8] Group 3: Sustainability Initiatives - Genpact integrates carbon-tracking and reduction capabilities through ESG-focused partnerships, promoting greener supply chains [8]

Arrow Electronics (ARW) Conference Call Summary Industry Overview - The semiconductor cycle has been one of the longest and most profound in recent history, with indications that the bottom has been reached and recovery is underway [5][6] - Leading indicators such as book-to-bill ratios are above parity across all regions, and backlogs are building, providing improved visibility [6][12] Company Insights Business Segments - Arrow Electronics operates in two main segments: Global Components and Enterprise Computing Solutions (ECS) [9] - The inventory correction phase is largely behind, with some pockets of excess inventory remaining [12] - The ECS segment focuses on cloud, hybrid cloud, and infrastructure software, targeting mid-market customers [48] Financial Performance - The company has seen growth in gross profit (GP) and operating income (OI) over the last three quarters, with expectations for continued growth [50] - Recurring revenue in the ECS business is approaching one-third of total volume, contributing positively to margins [53] Competitive Advantages - Arrow's competitive edge lies in its vast supply chain assets and engineering capabilities, allowing it to serve large multinationals and mass markets effectively [22][24] - The company has invested in value-added services, enhancing its market position beyond traditional distribution [25][29] Market Trends Demand by Region and Vertical - Key verticals include industrial, transportation (including automotive), and aerospace and defense, with varying demand trends across regions [18][19] - Asia, particularly China, is leading the recovery, impacting regional margins [19][20] Tariff Impact - Tariffs have a minimal impact on Arrow's top and bottom lines, estimated at 2-4% of global component sales, and are viewed as neutral overall [38][39] - The company is actively helping customers navigate tariff implications and optimize their supply chains [44][46] Margin Outlook - Operating margins are expected to improve as the market normalizes, driven by scale, return of mass market demand, and growth in value-added offerings [31][33] - The ECS segment's margin profile is stable, with expectations for gradual improvement as recurring revenue grows [56] Investment Thesis - Arrow Electronics is aligned with attractive end markets with healthy growth potential, aiming to grow at or above market rates [59] - The company prioritizes organic growth, selective M&A, and capital returns, with a focus on enhancing shareholder value [60] Conclusion - Arrow Electronics is positioned for recovery and growth, with a clear strategy to leverage its competitive advantages and navigate market challenges effectively [61]