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 

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 

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...

Ingram's Xvantage
drives high growth

"AI productivity boost enables
rich, high‑value opportunities"

Global #2 $52Bn in sales, IT  distributor Ingram Micro's ceo  Paul Bay delivered powerful results for Q1'26. He reported idouble digit growth fuelled by AI and hardware refresh and "another strong performance on top of double-digit growth the prior year, Full story here, first

Apple iPhone+Svcs
grow double digits

iPhone,iPad,Mac,Watch strong
US & International impressive

Apple the ultimate personal productivity tool designer, reported strong sales in Q2'26 from higher iPhone, iPad, Mac and Watch demand. CEO Tim Cook commented on the  tremendous success across all geographies with Services now running at $120Bn+ pa. "iPhone achieved a Q2 revenue record, fueled by extraordinary demand" Report analysis here, first 

I r o n  Mountain
peaking on price?

Gaining strongmomentum
in data centre, ALM &digital 

Iron Mountain ex-leader in document storage services reported strong Q1'26 results.CEO Bill Meaney minimalistically comment"Our business is experiencing significant momentum, driven by outstanding performance in our growth businesses of data center, ALM, and digital"? Report analysis here, first...

Samsung chip sales
soar, gets AI boost

Mobile eXperience/Networks 
sales recover inc Galaxy S25

Mighty Microsoft's 
AI/Azure Cloud high

Has Nadella's growth drive
passed AWS; rivals' AI status?

Microsoft reported even 'stronger' growth in Q3'26. Since ceo Satya Nadella took over in 2014, the reinvented focus on personalisation, productivity and mobile tech via Copilot AI, Azure Cloud & Dynamics software, has produced accelerating double-digit growth. Report analysis here, first 

AMAZONIFICATION 
Accelerates by 17%

Prime Subs + Ads $126Bn+
Business Supply sales $112Bn

 Amazon's amazing sales growth accelerated in Q1'26 , with WFH direct & 3Pty sellers business supplies demand maintained strength e.g. tech, hygiene, foodservice, packaging & medical supplies.'The Everything Store'  is consumers' & business' 'first choice' broadline supplier and accelerated market share substantially in product & services sales. Full results analysis here, first...

A v n e t's  advance
accelerates again

Minimalist ceo reports strong

growth particularly in UK?

Avnet the slimmed down $28Bn in sales, leader in electronics distribution & services made better progress in Q3'26 with Farnell its UK arm strongly ahead.Minimaist CEO Phil Gallagher commented "Sales and earnings exceeded our expectations, with double-digit sales growth year over year.". Full analysis here, first