Ingram's Xvantage
drives high growth

"AI productivity boost enables
rich, high‑value opportunities"

Global #2 $60Bn in sales, IT distributor Ingram Micro's ceo Paul Bay delivered powerful results for Q2'26. He reported idouble digit growth fuelled by AI and hardware refresh. "We delivered the strongest results in history, demonstrating the strength of our global business", Full story here, first...

AMZONIFICATION 
Accelerates +20%

Prime Subs + Ads $136Bn+
Business Supply sales $120Bn

Amazon's amazing sales growth accelerated in Q2'26, with WFH direct & 3Pty sellers business supplies demand maintained strength e.g. tech, hygiene, foodservice, packaging & medical supplies.'The Everything Store'  is consumers' & business' 'first choice' broadline supplier and accelerated market share substantially in product & services sales. Full results analysis here, first 

Apple iPhone+Svcs
grow double digits

iPhone, Mac sales very strong
US & International impressive

Apple the ultimate personal productivity tool designer, reported strong sales in Q3'26 from higher iPhone and Mac demand. CEO Tim Cook reported "our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services". Report analysis here, first 

Wesco accelerates
sales vol growth 

CEO's plan: build, connect,
powers up datacenter sales

Wesco the enlarged $26Bn (inc.Anixter) #1 US provider of electrical, security and MRO supplies, reported strong sales growth in Q2'26. CEO John Engel reported "We have now posted four consecutive quarters of double-digit sales growth fueled by data centers". Full report analysis here, first

Mighty Microsoft's 
AI/Azure Cloud high

Has Nadella's growth drive
passed AWS; rivals' AI status?

Microsoft reported even 'stronger' growth in Q4'26. Since ceo Satya Nadella took over in 2014, the reinvented focus on personalisation, productivity and mobile tech via Copilot AI, Azure Cloud & Dynamics software, has produced accelerating double-digit growth. Report analysis here, first 

Logitech regains
past momentum

Video Collaboration growth
maintained+Pointing devices

Logitech the $5Bn+ personal tech/gaming accessories maker showed signs of stronger growth in Q1'27. CEO Hanneke Faber commented"Superior innovation and stronger brand marketing drove strong growth across categories, inc. fast growth in Pointing Devices” Full report analysis here, first 

Bechtle low volume
growth acq boosted

Optimistic demand outlook
but, losing market share?

Bectle the German based €6Bn in revenues, IT and managed services provider, reported improved H1'26 results. New CEO Konstantin Ebert commented “record-high order backlog” of €3.3Bn, and the continued strong investment activity". Full analysis here, first ....

Divestor DCC post
Exertis, divested!

PE/Vultures "miserable" offer 
now deemed acceptable?

The founder of DCCGroup the ex-acquisitor of energy, tech and health care distributors last week came out against a “miserable” £5.7Bn ($8Bn) bid from a pair of PE firms. Apparently, management disagrees. Ironic really, given the way it allowed Exertis its tech/OP arm to disintegrate and be sold for a song to renowned vulture capitalist Aurelius. Full inside story here, first

ALSO/Westcoast's
growth happening

“We're identifying distributors
to complement our ecosystem

Discussing ALSO Group's impressive H1'26 results, CEO Wolfgang Krainz says “The integration of the new companies in the UK, Ireland, France and Italy remains on track, and is generating additional value. Further acquisitions are also under review” Full story here, first...

IBM: an Inverted
Business Model?

Slower growth disappoints 
Can it compete in AI/Cloud?