CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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CDW Corp. remains a hold as near-term growth catalysts are lacking, despite Q4 2025 results exceeding expectations. CDW's shift toward higher-value solutions, services, and cloud/AI offerings is driving margin durability and a more resilient growth outlook. Corporate segment weakness and pull-forward demand dynamics limit overall growth visibility and weigh on potential re-acceleration.
| IT Services Industry | Information Technology Sector | Christine A. Leahy CEO | XFRA Exchange | US12514G1085 ISIN |
| US Country | 15,100 Employees | 25 Feb 2026 Last Dividend | - Last Split | - IPO Date |
CDW Corporation, headquartered in Vernon Hills, Illinois, and established in 1984, is a leading provider of information technology (IT) solutions across the United States, the United Kingdom, and Canada. The company is structured into three main segments: Corporate, Small Business, and Public, catering to a wide array of sectors including government, education, healthcare, and businesses of varying sizes. Through its comprehensive suite of services and products, CDW Corporation specializes in delivering personalized IT solutions that encompass both discrete hardware and software offerings as well as integrated systems incorporating on-premise and cloud capabilities, focused on hybrid infrastructure, digital experience, and security solutions.
CDW Corporation offers a broad range of products and services tailored to meet the specific needs of its customers. The portfolio includes:
In addition to the above products and services, CDW Corporation leverages a network of third-party service providers for delivering and managing mission-critical software, systems, and network solutions, including implementation, installation, and repair services, to ensure optimal performance and reliability for its customers.