HP's AI Hesitation
loses PC mkt share?

Focus first on goals: networks,
connectivity & cybersecurity 

“AI is not new,” HP's Ruth Patterson “I was doing AI 8-10yrs ago. What's new is the productivity acceleration with AI, and that is what we’re seeing with the adoption. It’s moving from curiosity to implementation”. HP has fallen well behind Lenovo and Dell, why? Full story here, first

Alibaba's advance
adds momentum

New services mirror AMZN
initiatives in Alexa & Cloud

China's Alibaba the $160Bn+ in sales, MCommerce giant reported continued recovery in Q2'26. CEO Eddie Wu provided details of new services in AI, cloud, grocery delivery that mimic Amazon's innovations. Wu commented “Cloud’s revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for 3yrs"..Full analysis here. first....

3 D  P r i n t e r s
drown in losses

Will 3DS/Stratasys survival
depend on urgent merger

3D printing leaders Stratasys and 3D Systems  are still struggling as heavy losses continued in Q2'26. The market bubble has burst, yet the ceos are in denial,. Meanwhile, both are divesting to deflect from decline and a merger may still be the only way to survive? Full comp analysis here, first...

Lenovo lifted high 
by innovation drive

"New AI PC personal agent
based on natural intuition"

Lenovo the $110Bn+ PC & AI tech services giant reported tremendous growth in Q1'27 and maintained its lead as #1 global PC maker. "As leaders in PCs and Smart Devices, we are proud of our rapid emergence in AI and Infrastructure – a clear validation of our strategic foresight. Powered by our Hybrid AI strategy," reported ceo Yuanqing Yang. Full analysis here, first

Bechtle double-digit
growth acq boosted

Optimistic demand outlook
but, losing market share?

Bechtle the German based €6Bn+ in revenues, IT and managed services provider, reported improved H1'26 results. CEO Thomas Olemotz, commented “we are successfully navigating challenging conditions surrounding the memory crisis and the wider economic environment" Full analysis here, first ....

Arrow Electronics 
exceptional growth

IT Components & Compute
impressive. Enterprise strong

Arrow Electronics, the $31Bn global IT products & services provider, reported impressive sales in Q2'26.  Interim CEO Bill Austen commented: "we've achieved accelerated growth that spanned industry verticals, improved book-to-bill ratios, and a healthy backlog". Full Report analysis here, first 

Insight improves
in strong IT mkt?

Positive sales demand for
hardware. Services strong

Insight Enterprise reported its strongest organic sales for years in Q2'26. The group lstarted to chase leading IT resellers e.g. CDW, Computacenter, Softcat & TDSynnex all of whom reported strong growth in US & Europe.  New CEO Jack Azagury commented "we delivered broad-based growth with strength in cloud, infrastructure, and AI services". Full report analysis here, first...

A v n e t's  advance
accelerates rapidly

CEO reports powerful growth

across all regions & markets

Avnet the slimmed down $28Bn in sales, leader in electronics distribution & services made better progress in Q4'26 with Farnell its UK arm strongly ahead. Minimaist CEO Phil Gallagher commented "Momentum continues to build across all markets and customer segments" Full analysis here, first....

C D W: Computer
Demand Waves Up!

Public, SMB, UK/CA markets
'Refreshed' stronger growth

CDW the leading $25Bn in sales, international provider of IT solutions to business, govt, education and healthcare, sales growth accelerated in Q2'26. CEO Chris Leahy commented "customers advanced investments in infrastructure modernization, cloud, and AI-enabled technologies" Full Report analysis here, first..

Shopify OneSource
growth accelerates!

Entrepreneurs' top MobComm
platform drives higher growth

Shopify the specialist MCommerce platform for business supply entrepreneurs grew rapidly again in Q2'26. Its unified platform empowers entrepreneurs to grow. “We power every kind of business, and with AI, we’re expanding what’s possible for all of them. No one else comes close.”" claimed president Harley Finkelstein Full analysis here, first