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...

Computacenter
scaling strongly

Acquires US Govt services
provider w $390m revenues

Computacenter the international IT reseller recently reported strong Q1'26 results. CEO Mike Norris just announced another acquisition "We are proud of the relationships we have built with public sector customers across Europe and Canada and are delighted to bring in a leading US federal government VAR"  Full report analysis here, first

HP Inc's Hopeless 
Plunge! Imperilled? 

Leader-less, Demand-less.
Mkt share less v Lenovo etc.

Old tech giant HP Inc's printer & ink sales volumes declined again in Q2'26, disguised by print price hikes. PC demand improved from delivery of AI powered devices, but it lost heavy market share again to Dell & Lenovo. Following the huge top executives' exodus, can the new ceo rescue or get it ready for fire sale? Full report analysis here, first 

Salesforce soars
b e y o n d  $40Bn

CRM king elevates AI-CRM,
AgenticCRM revs up +200%

CRM #1 systems provider Salesforce ceo Mark Benioff continued strong growth trends in Q1'27. Its leadership in AI CRM 'We’re the #1 Agentic CRM, powering every Customer 360 application, helping thousands of businesses transform into Agentic Enterprises" Full analysis here, first 

Westcon gains
in cybersecurity 

Acqu'ns supplement growth;
Lost share in growth market

IT Distributor Westcon-Comstor shared results for the year ended 28Feb'26, repoirting slower growth in a fast growth market.  CEO David Grant ““We have delivered sustained growth in gross sales while significantly increasing profitability and expanding margins”. Really? Full analysis here, first

Softcat s u r g e s 
AI/W11 PC refresh 

Reports strong growth fueled
by "broadest, best services"

Lenovo lifted high 
by innovation drive

"New AI PC personal agent
based on natural intuition"

Lenovo International PC & mobile giant reported tremendous growth in Q3426 and maintained its lead as #1 global PC maker. "We returned our Infrastructure Solutions Group to a sustainable and profitable growth trajectory and achieved hyper-growth by capturing the opportunity of the booming AI infrastructure markett" reported ceo Yuanqing Yang. Full analysis here, first

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 customers & investors with seesaw strategies and slow growth in H1'26 report. "“We’re pleased with the momentum we’ve built, with healthy growth in sales"(?) commented complacent and departing CEO Alex Baldock. For 8yrs now his hype has been hollow in a growth market. Full analysis here, first.