CNXN · Pc Connection Inc
$82.19
-0.78 (-0.94%)
At close · Jul 30
Market Cap
$2.08B
Shares
25.24M
Pc Connection Inc Earnings Call Transcripts
Every quarterly earnings call for Pc Connection Inc (CNXN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲3.2%
$775.69M
$23.21M
'22 Q3
22-11-03
▼8.5%
$732.45M
$18.82M
'22 Q4
23-02-09
▼7.7%
$727.54M
$14.20M
'23 Q1
23-04-20
▼11.5%
$733.55M
$19.70M
'23 Q2
23-08-02
▼10.6%
$693.09M
$25.60M
'23 Q3
23-11-01
▼4.9%
$696.47M
$23.78M
'23 Q4
24-02-14
▼13.1%
$632.02M
$13.15M
'24 Q1
24-05-01
▲0.4%
$736.48M
$26.16M
'24 Q2
24-07-31
▲4.6%
$724.72M
$27.06M
'24 Q3
24-10-30
▲1.8%
$708.90M
$20.72M
'24 Q4
25-02-05
▲10.9%
$701.05M
$13.48M
'25 Q1
25-04-30
▲3.2%
$759.69M
$24.79M
'25 Q2
25-07-30
▼2.2%
$709.07M
$24.74M
'25 Q3
25-10-29
▼0.8%
$702.94M
$20.71M
'25 Q4
26-02-04
▲3%
$721.87M
$17.22M
'26 Q1
26-04-29
LATEST
▲12.4%
$854.00M
$33.17M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
Q2 2026 Earnings Conference Call
Revenue
$854.00M
▲ 12.4% YoY Diluted EPS
$1.31
▲ 35.1% YoY Gross margin
18.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-05-13
Connection, Inc. 2026 Annual Meeting
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-29
Pc Connection Inc Q1 FY2026 Earnings Call
Positive tone
Backlog and inventory build
Memory shortage and supply chain constraints
Business Solutions performance
Revenue
$721.87M
▲ 3% YoY Diluted EPS
$0.68
▲ 33.3% YoY Gross margin
18.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-04
Pc Connection Inc Q4 FY2025 Earnings Call
Positive tone
Public sector weakness
Software, cloud, and security
Business solutions segment
Revenue
$702.94M*
▼ 0.8% YoY Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Pc Connection Inc Q3 FY2025 Earnings Call
Positive tone
2026 Outlook
Gross Profit & Margin Expansion
Cloud, Cybersecurity & Services Growth
Revenue
$709.07M
▼ 2.2% YoY Diluted EPS
$0.97
▼ 4.9% YoY Gross margin
19.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Pc Connection Inc Q2 FY2025 Earnings Call
Positive tone
Cash flow and working capital
Tariffs and inventory staging
Gross margin pressure from licensing changes
Revenue
$759.69M
▲ 3.2% YoY Diluted EPS
$0.97
▼ 2% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Pc Connection Inc Q1 FY2025 Earnings Call
Positive tone
Cost reduction and SG&A leverage
Advanced Technologies and data center demand
Backlog and large enterprise pipeline
Revenue
$701.05M
▲ 10.9% YoY Diluted EPS
$0.51
▲ 2% YoY Gross margin
18.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Pc Connection Inc Q4 FY2024 Earnings Call
Balanced tone
IT spending recovery
SG&A investment and operating expenses
Gross margin and product mix
Revenue
$708.90M*
▲ 1.8% YoY Gross margin
18.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Pc Connection Inc Q3 FY2024 Earnings Call
Positive tone
Record financial results
SMB customer caution
Advanced technology and networking
Revenue
$724.72M
▲ 4.6% YoY Diluted EPS
$1.02
▲ 5.2% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Pc Connection Inc Q2 FY2024 Earnings Call
Positive tone
Device Refresh Cycle
Gross Profit and Margins
Software, Cloud and Cybersecurity
Revenue
$736.48M
▲ 0.4% YoY Diluted EPS
$0.99
▲ 32% YoY Gross margin
18.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Pc Connection Inc Q1 FY2024 Earnings Call
Balanced tone
Gross profit and gross margin expansion
AI ecosystem opportunity
Endpoint device softness and PC refresh cycle
Revenue
$632.02M
▼ 13.1% YoY Diluted EPS
$0.50
▼ 7.4% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Pc Connection Inc Q4 FY2023 Earnings Call
Positive tone
Gross margin and gross profit expansion
December softness and budget flush
Advanced Technologies and AI growth
Revenue
$696.47M*
▼ 4.9% YoY Gross margin
18.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Pc Connection Inc Q3 FY2023 Earnings Call
Revenue
$693.09M
▼ 10.6% YoY Diluted EPS
$0.97
▲ 10.2% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Pc Connection Inc Q2 FY2023 Earnings Call
Revenue
$733.55M
▼ 11.5% YoY Diluted EPS
$0.75
▼ 21.9% YoY Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-20
Pc Connection Inc Q1 FY2023 Earnings Call
Revenue
$727.54M
▼ 7.7% YoY Diluted EPS
$0.54
▼ 34.9% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Pc Connection Inc Q4 FY2022 Earnings Call
Revenue
$732.45M*
▼ 8.5% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Pc Connection Inc Q3 FY2022 Earnings Call
Revenue
$775.69M
▲ 3.2% YoY Diluted EPS
$0.88
▲ 15.8% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Pc Connection Inc Q2 FY2022 Earnings Call
Revenue
$828.51M
▲ 17.7% YoY Diluted EPS
$0.96
▲ 45.5% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Pc Connection Inc Q1 FY2022 Earnings Call
Revenue
$788.34M
▲ 23.8% YoY Diluted EPS
$0.83
▲ 112.8% YoY Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Pc Connection Inc Q4 FY2021 Earnings Call
Revenue
$800.17M*
▲ 18.4% YoY Gross margin
15.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Pc Connection Inc Q3 FY2021 Earnings Call
Revenue
$751.37M
▲ 15.1% YoY Diluted EPS
$0.76
▲ 18.8% YoY Gross margin
16.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Pc Connection Inc Q2 FY2021 Earnings Call
Revenue
$704.16M
▲ 28% YoY Diluted EPS
$0.66
▲ 127.6% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Pc Connection Inc Q1 FY2021 Earnings Call
Revenue
$636.89M
▼ 10.5% YoY Diluted EPS
$0.39
▼ 30.4% YoY Gross margin
15.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Pc Connection Inc Q4 FY2020 Earnings Call
Revenue
$675.69M
▼ 5.7% YoY Diluted EPS
$0.62
▼ 25.3% YoY Gross margin
16.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
Pc Connection Inc Q3 FY2020 Earnings Call
Revenue
$652.75M
▼ 10.5% YoY Diluted EPS
$0.64
▼ 28.9% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
Pc Connection Inc Q2 FY2020 Earnings Call
Revenue
$550.00M
▼ 25.8% YoY Diluted EPS
$0.29
▼ 67.4% YoY Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-29
Pc Connection Inc Q1 FY2020 Earnings Call
Revenue
$711.85M
▲ 12.5% YoY Diluted EPS
$0.56
▲ 16.7% YoY Gross margin
15.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-04
Pc Connection Inc Q4 FY2019 Earnings Call
Revenue
$716.63M
▲ 1% YoY Diluted EPS
$0.83
▲ 3.8% YoY Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1050377
CUSIP
69318J100
13F (30d)
33 filings
33 filers
Visit website
Investor relations