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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
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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
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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
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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
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Softcat s u r g e s
AI/W11 PC refresh
Reports strong growth fueled
by "broadest, best services"
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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
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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 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.
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HP's Helpless
leaders' lapses
HP's Lores out! HPE's Neri
under activist pressure
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Advania advances
22% w acquisitions
Group's 5 purchases in 25/26
boost slower organic growth
Swedish IT services provider Advania achieved slower organic growth in 2025/6 boosted by major acquisitions. Siggi Thorsteinsson, CEO of Denmark said "Our latest addition has built strong customer relationships that we intend to build on". Full story and analysis here, first...
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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 Q1'26. 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 analysis here, first...
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