AI: Ready or Not?
IT Channel Check

Microsoft leads AI ecosystem
Opportunity looks enormous?

Salesforce secures
Fin chatbox expert

AI customer agent answer 
questions/complex queries

CRM software giant Salesforce has agreed to buy Fin formerly known as Intercom for about $3.6Bn. “Fin brings proven technology, a deep commitment to customer success, and an incredible team that will complement Agentforce with powerful service capabilities" stated ceo Mark Benioff. Full story here. first

RS Group growth
momentum slows

CEO claimed "gained share
with most major suppliers"?

RS Group plc (aka Electro-components) reported weaker results for Q4'26 to 31Mar'26. CEO Simon Pryce seemed complacent, commenting "strong execution of our plan to improve and deliver on the significant value creation opportunity". Results belie his rhetoric? Full analysis here, first...

Can Apple WWDC
advance AI agents?

CEO Tim Cook's last stand. Will
'Intelligence' tools prove hits?

Apple hosts its annual Worldwide Developers Conference (WWDC) today at its Cupertino, (CA) HQ. The event, Tim Cook's last as CEO will serve as a kind of reboot of Apple's AI strategy, which has lagged behind competing firms' efforts to date, Full story here, first over the next few days...

Lenovo's lead
in sustainability

"Focus value creation that
supports business growth"

On Day 1 of Lenovo's 360 Circle Summit, the audience heard how sustainability needs to be at the core of business plans, the role of AI, and the urgency to report accurate and relevant emissions data. “In the past, the focus was on compliance, now leaders ask about how sustainability supports business growth” states Virginie Le Barbu, director. Full story here, first

Vulture Aurelius
extorts E x e r t i s

How much longer can asset
strippers fool the industry?

As PP predicted in Jan'26, vulture capitalist Aurelius, the OfficeDepot-Viking killer has destroyed Exertis and forced it into administration. After selling the OP wholesale division to VOW,  it was entirely expected that employees, vendors and resellers would be abandoned.  We expected the vulture to drive extinction by year end, but it took half that time. Full story, here, first...

HPE: Hyped up
Progress Eventually

Growth recovers exc.Jupiter
Lost mkt share v Dell/Lenovo

Under activist pressure HP Enterprise's complacent ceo Antonio Neri reported stronger sales volumes in Q2'26, boosted by acquisition Juniper revenues and higher prices. The primary boost came from AgenticAI & servers. Market cap up +85% YTD on takeover speculation; but sales down -24% since 2016 exc.inflation!? Report analysis here, first 

ALSO/Westcoast's
growth strategy

“We're identifying distributors
to complement our ecosystem

Discussing ALSO Group’s Q1 results, CEO Wolfgang Krainz says the distributor sees significant room for progress across its existing European footprint, where cloud adoption, commercial business and reseller transformation continue to drive momentum. Full story here, first...

Dell demand ignited
by Military contract?

Servers & Networking soar!
Booked $24Bn+ in AI orders

Dell the $120Bn+ tech giant, reported explosive sales growth in Q1'27 fueled by AI empowered servers. Michael Dell commented "We booked $24Bn in AI orders, including $10Bn defence contract to supply software across the entire US military. Full results analysis here, first...

Best Buy: bounce
back  b a l k i n g?

CEO became complacent?
Down -30% volume v 2020?

Best Buy the $40Bn+ electronics retailer reported decelerating sales volume in Q1'27 even with strong demand for AI PCs. Exiting CEO Corie Barry said "sales grew 2% with positive comps across the majority of our major product categories” Full report analysis here, first...