SNX
Electronics & Computer Distribution · Technology
Analyst
Northcoast
Analyst
Northcoast Research
Equibles does not estimate personal net worth.
Keith Housum is recorded as Analyst at Northcoast and Analyst at Northcoast Research. Keith Housum has spoken on 7 earnings calls across 6 companies, most recently for Td Synnex Corp on March 31, 2026. Those appearances were for Td Synnex Corp (SNX), Zebra Technologies Corp (ZBRA), Ipg Photonics Corp (IPGP), CDW Corp (CDW), Tyler Technologies Inc (TYL) and 1 other company. The companies whose calls Keith Housum spoke on are classified in the Technology and Industrials sectors.
“You know, as we think about the quarter and looking forward, obviously, investors are struggling with trying to understand, you know, the magnitude of the price increases and the impact of demand destruction.”
“Sorry to harp on the memory issue a little bit more but you know I appreciate Nathan the visibility through the first half of the year but you were hearing more and more concerns along the industry though perhaps product shortages and limitations to sales in the second half of the year.”
“Just reminding me here historically, has there ever been an opportunity for budget flushes in the fourth quarter in any potential benefit from the one big, beautiful bill that we saw passed earlier this year?”
“And then in terms of the government funding, can you remind us how much the federal government perhaps funds education, healthcare, and how that contributes to their spending?”
“As I look at the bookings here, you know, obviously it's not quite, you know, what you guys are growing in terms of revenue. But in terms of your revenue, what do you guys recognize as perhaps not recorded in your bookings?”
Northcoast
Analyst
Source not stated
Northcoast Research
Analyst
Source not stated
SNX
Electronics & Computer Distribution · Technology
Communication Equipment · Technology
CDW
Information Technology Services · Technology
IPGP
Semiconductor Equipment & Materials · Technology
Specialty Industrial Machinery · Industrials