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Conduent ship sinks
deeper and deeper
Complacent CEO positive but
selloff proves serious decline
Conduent's (ex-Affiliated Computer Services), now 10 years split from Xerox, decline slowed in Q1'26. New CEO Harsha Agadi, appointed is under pressure as sales volumes have sunk by -50% from $6Bn since it was launched in 2017. Moreover its suffering serious losses and selling off businesses.. Full story here, first
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Currys' failed ceo
exits, still in denial
Baldock's baloney ends after
sinking sales and market cap
UK based electtronics retailer Currys ceo Alex Baldock is departing after 8 yrs of bluster. Blaming outside factors for its -20% decline in market cap; and -40% drop in sales volume; in a growth market. We feel analysts' have been fooled by his hollow rhetoric? The Times Isabella Fish is the latest to endure his smarm offensive? Full story here, first...
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Bechtle: below par
growth acq boosted
Optimistic demand outlook
but, losing market share?
Bechtle the German based €6Bn in revenues, IT and managed services provider, reported disappointing Q1'26 results. New CEO Konstantin Ebert
commented “record-high order backlog” of €3.3Bn, and the continued strong investment activity". Full analysis here, first ....
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Insight inhibited
in strong IT mkt?
Weak sales demand for
hardware. Services strong
Insight Enterprise reported declining organic sales in Q1'26. The group lags leading IT resellers e.g. CDW, Computacenter, Softcat & TDSynnex all of whom reported strong growth in US & Europe. New CEO Jack Azagury commented "our transformation to become the leading solutions Integrator" is underway?. Full report analysis here, first
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Arrow Electronics
exceptional growth
IT Components & Compute
impressive. Enterprise strong
Arrow Electronics, the $31Bn global IT products & services provider, reported impressive sales in Q1'26. Interim CEO Bill Austen commented: "we've achieved accelerated recovery that spanned industry verticals, improved book-to-bill ratios, and a healthy backlog". Full Report analysis here, first
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C D W: Computer
Demand Waves Up!
Public, SMB, UK/CA markets
'Refreshed' stronger growth
CDW the leading $22Bn in sales, international provider of IT solutions to business, govt, education and healthcare, sales growth resumed in Q1'26. CEO Chris Leahy commented "We delivered a strong quarter, reflecting outcome-driven execution in a complex and fast-moving environment,". Full Report analysis here, first..
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Unstoppable Uber
drives $200Bn revs
'Eats' delivery c37% gross
revenues. Very profitable!
Uber the hugely popular international taxi & delivery service continued its impressive growth in Q1'26 taking annual gross revenues to $200Bn. .CEO Dara Khosrowshahi said ““We are off to an exceptional start with Gross Bookings growth exceeding +21% Full results analysis here, first
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Logitech losing
past momentum
Video Collaboration down
but long term trend strong
Logitech the $4.8Bn+ personal tech/gaming accessories maker showed signs of slower growth in Q4'26. CEO Hanneke Faber commented "Our strong performance demonstrates our strategy of playing offense, cost discipline and agility are working" Really? Full report analysis here, first
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Shopify OneSource
growth accelerates!
Entrepreneurs' top MobComm
platform drives higher growth
Shopify the specialist MCommerce platform for business supply entrepreneurs grew rapidly again in Q1'26. Its unified commerce platform for brands empowers entrepreneurs' to grow. "Shopify has entered the AI era with a clear edge: strong, durable growth and 2 decades of commerce intelligence" claimed president Harley Finkelstein Full analysis here, first
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AMZN Logistics to
sub UPS /FedEx?
Best Supply Services:
open to every business
Over recent years, millions of Amazon sellers have used its logistics network to store and deliver packages beyond its webstore. It's now launching Amazon Supply Chain Services (ASCS), opening its distribution, fulfillment capabilities to businesses of all sizes. Ex-leaders, now laggards UPS & FedEx must be quaking? Full story here, first...
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