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1 Nov 23

Updated: 1 Nov 23

C D W: Computer
Demand Wakes up?

Corp, SMB, UK/CA down
Health Care/Edu in growth

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31 Oct 23

Updated: 31 Oct 23

Samsung sees chip
recovery in 2024

"Device sales reached bottom"
AI adoption boosts LT demanf 

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30 Oct 23

Updated: 30 Oct 23

Logi's new leader
joins from Unilever

Long search to replace Darrell
ends with Nutrition exec appt

Successful CEO Bracken Darrell's decision to leave Logitech after 10 yeras for VF Corp (Vans, Northface & Timberland) streetwear brands was a surprise. A 4 month search has ended with the appointment of a new ceo hired from Unilever's Nutrition division 

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23 Oct 23

Updated: 8 Nov 23

Softcat: soft sales,
greater GP revs

CEO Charlton: Mkt share.
gains & gears for growth

UK #1 tech products and services reseller Softcat reported double digit GP growth in its FY'23 results to 31Jul'23. New ceo Graham Charlton was optimistic about future growth given new major contract wins and claimed market share growth in uncertain market conditions. Full analysis here...

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25 Oct 23

Updated: 27 Oct 23

IBM: an Inverted
Baloney Model?

Can ceo really refit Blue
to compete in AI/Cloud?

IBM resumed its 12yrs long slide in Q3'23 with volumes down, in spite of price hikes, in the hybrid cloud, Red Hat & consulting. The jury is out on outspoken ceo Arvind Krishna's ability to transform the old tech giant into a serious market competitor? He's certainly not popularized himself with the channel...

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24 Oct 23

Updated: 24 Oct 23

Mighty Microsoft's
Azure Cloud high

CEO Nadella maintains
mass mobility momentum

Microsoft reported 'stronger' growth in Q1'24 in spite of IT hardware demand declining, following the explosive growth during Covid. Since ceo Satya Nadella took over almost 10yrs ago, the reinvented focus on personalisation, productivity & mobile tech viaAzure Cloud & Dynamics business software, has produced powerful growth. 

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24 Oct 23

Updated: 24 Oct 23

Logitech regains 
lost momentum

Video Collaboration down
but long term trend strong

Logitech International, the $4Bn+ personal tech accessories maker showed positive signs of recovery from lower tech demand in large corporate enterprises. Interim ceo Guy Gecht seemed confident about video collaboration prospects through 2024 fuelled by innovations. Report analysis here, 

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20 Oct 23

Updated: 24 Oct 23

Bright future from
AI inspired devts

Devices slow but networking,
cyber solutions demand rising

Alex Tatham's return to Westcoast resuming his 14yr tenure was well documented. The last 18mos has been tough for IT distributors largely caused by a 'normalisation' of demand following the Covid/WFH boost. Now with supply chains restored prospects are brighter especially given the demand for cybersecurity, AI and networking innovations. We get Alex's take on developments....Complete

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20 Oct 23

Updated: 20 Oct 23

HPE transforms via
'specialist hunting'

Laying off traditional model
with new sales specialists

HP Enterprisw is implementing a new ‘specialty-led hunting’ go-to-market model that includes the hiring of new sales specialists. We review its Securities Analyst 2023 meeting where latest financial performance and transformation plans were revealed. Full report including ceo Antonio Neri's  commentary and analysts Q&A session 

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17 Oct 23

Updated: 18 Oct 23

MPS king Marco 
doubles up in NE

Consolidation of managed
print market is relentless 

Minnesota based US#1 MTS leader Marco Technologies has acquired two MPS player in the North East. The top 8 managed IT services players are racing to consolidate the legacy MPS players that have suffered a -35% demand drop in revenues since 2019...