CDW Corp (HAM:CDW)
€ 121.8 +0.45 (+0.37%) Market Cap: 16.56 Bil Enterprise Value: 21.39 Bil PE Ratio: 18.48 PB Ratio: 7.89 GF Score: 66/100

CDW Corporation at Citi Global TMT Conference Transcript

Sep 08, 2026 / 02:50PM GMT
Release Date Price: €128.35 (-0.54%)
Asiya Merchant
Citi Infrastructure Investments LLC - Analyst

Good morning, everyone. My name is Asiya Merchant. Welcome to Citi's TMT Conference. I lead the hardware sector here and the tech supply chain. So happy to kick start at least my sessions here with CDW.

Chris Leahy and Al Miralles, Chris here, CEO; Al here, CFO. This is going to be an interactive fireside session. We have a bunch of questions here outlined. If you do have any questions, though, please do raise your hand. We'll give some time for that. So good morning and thank you for coming to our conference. It's always great to see you both.

Questions & Answers

Asiya Merchant
Citi Infrastructure Investments LLC - Analyst

So I'm going to start you off here. Chris, AI. I mean, we talked about it last year. It's been loud, much more loud here. I obviously covered Dell and HPE. Those numbers have been staggering. And even the storage guys, to be honest, like they've been growing PCs everybody was talking about Doom's Day, but obviously, that's still been growing from a revenue

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