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Samsung chip sales
soar, gets AI boost
Mobile eXperience/Networks
sales recover inc Galaxy S25
Electronics giant Samsung ceo Jun Young-hyun reported a stunning performance in semiconductors, mobile and networking. Prospects for Q3'26 look brighter including hiuge demand for AI chips; and "continued strength for smartphone sales of foldables and Galaxy Z Fold7" . Full analysis here, first
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Curry's failed ceo
exits, still in denial
Baldock's baloney ends w
sinking sales & market cap
Embattled electronics retailer (Currys (ex-Dixons, PC World) continued to confuse with seesaw strategies and slow growth in FY'26 report. "Performance continues to strengthen...trending in the right direction"? commented departing for Boots CEO Alex Baldock. For 8yrs now his hype has been hollow in a growth market. Full analysis here, first.
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Advania acquis'ns
drive NEuro growth
Group's 5 purchases in 25/26
boost slower organic growth
Swedish IT services provide Advania achieved slower organic growth in 2025/6 boosted by major acquisitions. Interim CEO Hege Store said "acquisitions remain central to long-term strategy, with N Europe our biggest opportunity.". Full story and analysis here, first...
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Total end-to-end
distribution is key
Global #1 TDSynnex chief's
lessons for wholesale success
The #1 global tech wholesaler with $80Bn in sales TD SYNNEX CEO Patrick Zammit sees huge future growth as major brand vendors favour end-to-end distributors. He explained the drivers of 31% revenue growth and the opportunity for HPE and Dell partners. Moreover, lessons for wholesalers in the broader business supplies market who appear to do the opposite. Full story here, first...
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Can Jony Ive
kill the iPhone?
Bringing user friendliness
to comms devices is key
Snapchat ceo Evan Spiegel may be asking the right question, but may have the wrong answer. He’s not the only one trying to put AI into hardware. Sir Jony Ive, the designer of the iPhone joined OpenAI last year to develop a new consumer device with ChatGPT at its centre. The speculation is that it will be screenless — perhaps an earpiece. Full story here first...
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How'll Dell 'drop'
deal brake Arrow?
Reason: Failure to carry full
range and support SMBs?
After a “thorough” review process, Dell is ending its relationship with $31Bn tech distributor Arrow ECS, leaving some partners to find a new source and creating a $1.4bn or more opportunity for other distributors. The departure of ex-CEO Sean Kerins, who had a long-standing relationship with the Dell sales team, may also have played a role, sources suggested. Full story here, first.
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TDSynnex surges
on AI/W11 demand
$80Bn IT wholesaler's rocket
boost; Gains market share
TD Synnex, the $80Bn #1Global IT wholesaler benefited from high demand for AI PCs and the Windows 11 refresh. CEO Patrick Zammit stated "we delivered record gross billings up +30%. Our results reflect strong performance across both our distribution and Hyve businesses". Q2'26 report analysis here, first ,...
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Don't let AI giants
eat the Economy!
Microsoft's Nadella's strategy:
More user-controlled models
In interview, Microsoft’s CEO Satya Nadella offers a blistering critique of AI power balance and calls for 'earning society’s permission' writes WSJ's Bradley Olson. He helped usher in the AI boom. Now he has a tough message for the companies leading it. Full story here, first
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Can Northamber
gain Renaissance?
Real or imagined "help grow
cybersecurity & AI practices”
Northamber’s UK cybersecurity and infrastructure division will now trade as Renaissance Distribution. Chairman Alex Phillips said the move creates a unified specialist brand across the UKI, reflecting its focus on delivering cybersecurity expertise, services and solutions to partners.. Full story here, first....
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HPE: H y p e d up
Progress Eventually
Can it 'Discover' networking
portfolio match Dell/Lenovo?
Under activist pressure HP Enterprise's complacent ceo Antonio Neri reported stronger sales recently, boosted by acquisition Juniper and higher prices. Neri claimed “We'll achieve through our next generation of secure, self-driving networks and improve the user experience". Report analysis here, first....
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