Key Takeaways DELL's AI strength, Windows 11 upgrades, and new devices boosted first-quarter commercial revenues by 9%. HPQ's China manufacturing exposure poses a risk if U.S.-China tariffs escalate, impacting margins.Dell Technologies (DELL) and HP (HPQ) are major players in the personal computer (PC) market, offering a wide range of laptops, desktops, and other technology products. While DELL offers a broader enterprise portfolio, including servers, storage, PCs and strong AI infrastructure momentum, HPQ ...

ab 14 May 2025 Global Research Inventec Q125 earnings: Solid results but guiding a fade into 2H25 Q125 reports solid profitability from servers Inventec held its Q125 results call after the close May 13th. Sales was NT$157.0bn (- 21% QoQ, +20% YoY), largely in-line with street and UBSe. Mix shifted to notebooks 49%, servers 48%, smart devices 3%, versus 47%, 49% and 4% respectively in Q424. AI servers reached 50% of server sales vs. 25-30% in 2024 mostly still Hopper generation H200 HGX systems and H20 to C ...

Alpha and Omega Semiconductor (AOSL) Q3 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Steven Pelayo - Managing DirectorStephen Chang - CEO & DirectorYifan Liang - CFO & Corporate SecretaryJeremy Kwan - Associate Vice President - Equity Research Conference Call Participants David Williams - Equity Research Analyst Operator Good afternoon. Thank you for attending today's Alpha and Omega Semiconductor Fiscal Q3 twenty twenty five Earnings Call. My name is Cole, and I'll be the moderator for ...

CDW Corporation (CDW) reported first-quarter 2025 non-GAAP earnings per share (EPS) of $2.15, beating the Zacks Consensus Estimate of $1.96. Also, the bottom line increased approximately 12% year over year.The company’s revenues grew 6.7% year over year to $5.199 billion. The increase in net sales was primarily driven by strong customer demand for notebooks, mobile devices, desktops, software and services. This was partially offset by a decline in several hardware categories. Robust momentum across its Corp ...

Core Viewpoint - CDW Corporation is expected to report first-quarter 2025 results on May 7, with revenue estimates of $4.89 billion, indicating a 0.4% growth year-over-year, and earnings per share estimated at $1.96, reflecting a 2.08% increase from the previous year [1][2]. Group 1: Upcoming Results Expectations - The Zacks Consensus Estimate for revenues is $4.89 billion, suggesting a 0.4% growth from the year-ago quarter's reported figure [1]. - The consensus estimate for earnings is pegged at $1.96 per share, unchanged in the past 60 days, indicating an increase of 2.08% from the year-ago quarter's reported figure [1]. - CDW's earnings have missed the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 3.1% [2]. Group 2: Factors Influencing Performance - Increasing momentum in cloud and SaaS is likely to have aided CDW's top line, with security and cloud revenues benefiting from customer spending priorities on cost optimization, data protection, and workforce productivity [3]. - Elevated demand for consumer devices, particularly Notebooks and Chromebooks, along with steady growth in software and services, is expected to drive revenue growth, with Notebooks/Mobile Devices revenues estimated at $1,185.9 million, up 3.9% year-over-year [4]. - Revenues from Corporate, Government, and Healthcare sectors are expected to be $2,120.3 million, $512.4 million, and $552.3 million, reflecting declines of 0.7%, 5.7%, and 5.5%, respectively, while Education and Small Business revenues are estimated to increase by 12% and 0.4% to $668.7 million and $382.4 million [5]. Group 3: Risks and Challenges - The company faces risks from a cautious customer approach due to challenges in managing workloads, strengthening security, and upgrading aging client devices, compounded by uncertain macroeconomic conditions [6]. - Slower public spending in federal and education sectors, along with rising uncertainty in the U.K. and Canada, may negatively impact CDW's performance in the upcoming quarter [7]. Group 4: Earnings Prediction Model - The model predicts an earnings beat for CDW, supported by a positive Earnings ESP of +1.02% and a Zacks Rank of 3 (Hold), which increases the likelihood of an earnings beat [8].

Core Viewpoint - CDW is expected to report quarterly earnings of $1.96 per share, reflecting a 2.1% increase year-over-year, with revenues projected at $4.89 billion, a 0.4% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 2.8%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Public- Government' revenues to be $497.84 million, representing an 8.4% decrease year-over-year [4]. - 'Net sales- Public' are projected at $1.73 billion, indicating a 0.3% increase from the previous year [5]. - 'Public- Healthcare' is expected to reach $630.71 million, reflecting a 7.9% increase year-over-year [5]. - 'Net sales- Small Business' are estimated at $380.47 million, showing a slight decrease of 0.1% from the prior year [5]. - 'Public- Education' is projected at $601.26 million, a 0.8% increase from the previous year [6]. - 'Net sales- Corporate' are expected to be $2.16 billion, indicating a 0.9% increase year-over-year [6]. - 'Net sales- Other' are projected at $637.67 million, reflecting a 1% increase from the prior year [6]. Major Product and Services Estimates - 'Net sales- Major Product and Services- Other' are expected to be $25.82 million, indicating a 2.2% decrease year-over-year [7]. - 'Net sales- Major Product and Services- Hardware- Notebooks/Mobile Devices' are projected at $1.18 billion, reflecting a 3.5% increase [7]. - 'Net sales- Major Product and Services- Hardware- Netcomm Products' are estimated at $587.46 million, indicating a 3.1% increase [8]. - 'Net sales- Major Product and Services- Hardware- Desktops' are expected to reach $260.28 million, reflecting a 0.7% increase [8]. - Overall, 'Net sales- Major Product and Services- Hardware' are projected at $3.54 billion, indicating a slight decrease of 0.1% year-over-year [9]. Stock Performance - CDW shares have increased by 7.2% over the past month, contrasting with a 0.5% decline in the Zacks S&P 500 composite [9].

KIRKLAND, Wash., May 01, 2025 (GLOBE NEWSWIRE) -- MPS will report its results after the market closes on May 1, 2025 and host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The live event will be held via a Zoom webcast, which can be accessed at https://mpsic.zoom.us/j/92570889542. Q1 2025 Financial Summary (Unaudited) GAAP Q1'25 Q4'24 Q1'24  QoQ ChangeYoY ChangeRevenue ($k)$ 637,554 $ 621,665 457,885  Up 2.6%Up 39.2%Gross Margin55.4% 55.4% 55.1%  FlatUp 0.3 ptsOpex ($k)$ 184,471 $ 181,101 15 ...

PC Connection (CNXN) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Samantha Smith - Account ManagerTimothy McGrath - President & CEOThomas Baker - Senior VP, CFO & TreasurerAdam Tindle - Managing Director Conference Call Participants Anthony Lebiedzinski - Senior Equity Research Analyst Operator Thank you, operator, and good afternoon, everyone. Welcome to the First Quarter twenty twenty five Connections Earnings Conference Call. My name is Deedee, and I will be the coordinator for t ...

PC Connection (CNXN) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Thank you, operator, and good afternoon, everyone. Welcome to the First Quarter twenty twenty five Connections Earnings Conference Call. My name is Deedee, and I will be the coordinator for today. At this time, all participants are in listen only mode. Following the prepared remarks, there will be a question and answer session. As a reminder, this conference call is the property of Connection and may not be recorded or rebroadcas ...

Group 1: Company Overview - Anoto Group AB is a publicly held Swedish technology company known for inventing digital pen and dot pattern technology, focusing on intelligent pens, paper, and software that connect handwritten input with the digital world [8] - The company has launched a new consumer brand called inq, which features a lineup of smartpens, notebooks, accessories, and software aimed at redefining handwriting in the digital age [1][6] Group 2: Product Launch - The new inq smartpens are described as the thinnest and most comfortable digital pens ever created, designed to be lightweight, stylish, and responsive, allowing for seamless syncing with digital devices [3] - The inq app utilizes advanced AI handwriting recognition to digitize notes with high precision, capturing various elements such as pressure and color, and converting handwritten notes into searchable text [4] - A range of sustainably made notebooks and accessories has been introduced to cater to different user needs and budgets, emphasizing thoughtful design and functionality [5] Group 3: Market Positioning and Future Outlook - The company aims to bridge the gap between traditional handwriting and modern digital needs, positioning inq as a revolutionary product in the handwriting space [2][6] - Anoto's renewed focus on high-quality design and customer experience is expected to drive the next generation of digital writing solutions [8]