CDW
Information Technology Services · Technology
Analyst
Raymond James
Equibles does not estimate personal net worth.
Adam Tyndall is recorded as Analyst at Raymond James. Adam Tyndall has spoken on 15 earnings calls and 1 other investor event across 12 companies, most recently for Insight Enterprises Inc on August 6, 2026. Those appearances were for CDW Corp (CDW), Insight Enterprises Inc (NSIT), Netgear, Inc. (NTGR), Motorola Solutions, Inc. (MSI), Check Point Software Technologies Ltd (CHKP) and 7 other companies. The companies whose calls Adam Tyndall spoke on are classified in the Technology and Industrials sectors.
“Jack, I want to ask on sort of your three different things to improve. So a multi-part question, bear with me. But the first one you talked about was that you're too decentralized.”
“I just wanted to maybe start this time last quarter. I think a lot of us were surprised by the PSI operating margin in Q1. S&S had an upside to offset, but I think the composition of that quarter was a little different than investors thought.”
“Nadal, I wanted to ask on the business outlook. You're reiterating the fiscal year guidance this year, and if I backed into the implied Q4, You're going to need to do about an $800 million revenue quarter at the midpoint of guidance.”
“I think you mentioned $100 to $200 million run rate savings related to this, and I'm not having a hard time getting back to double-digit EPS growth, which was the algorithm when CDW traded at a much higher valuation multiple.”
Raymond James
Analyst
Transcript header (unverified)
CDW
Information Technology Services · Technology
Electronics & Computer Distribution · Technology
NTGR
Communication Equipment · Technology
Communication Equipment · Technology
Software - Infrastructure · Technology
Industrial Distribution · Industrials
Information Technology Services · Technology
Software - Infrastructure · Technology
RPD
Software - Infrastructure · Technology
SCSC
Electronics & Computer Distribution · Technology
SNX
Electronics & Computer Distribution · Technology
Building Products & Equipment · Industrials