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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
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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
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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...
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Samsung chip sales
soar, gets AI boost
Mobile eXperience/Networks
sales recover inc Galaxy S25
Electronics giant Samsung ceo Jun Young-hyun reported a strong performance in semiconductors, mobile and networking. Prospects for Q1'26 look brighter including higher demand for AI chips; and "continued strength for smartphone sales of foldables and Galaxy Z Fold7" . Full analysis here, first
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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
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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...
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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
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Computacenter
scaling strongly
Acquires US IT Services
provider w $120m revs
Computacenter the international IT reseller is expecting to report $13Bn gross revenues 2025, has published is Q1'26 trading update. CEO Mike Norris said "We're pleased with our execution in
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IBM: an Inverted
Business Model?
Second growth Q since '15!
Can it compete in AI/Cloud?
IBM paused its 15yrs long slide in Q1'26 with stronger sales growth, primarily in software/hybrid cloud. Can ceo Arvind Krishna's "These results reflect the integrated value of our portfolio" transform the old giant into a serious competitor? Sales volume now down -30% on 2019. Full analysis here, first
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Best Buy bids
bye bye Barry
Stagnant? New boss
same as the old boss?
US electronics retail giant Best Buy today announced chief customer officer Jason Bonfig will succeed Corie Barry as CEO. Years of tepid sales growth has weighed on its stock in a growing tech market; moreover, slow to adapt to the explosive growth in ecommerce v Amazon. Strange appointment given Bonfig has been with BB for 25 years? Full analysis here, first
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