CDW · 8-K · 20260805PR000062

Market Demand Trends

CDW Corp · 2026-08-05 · Importance 60 · Surprise 40

Second-quarter net sales increased 10.0% year over year to $6,572 million, with customer demand concentrated in data storage and servers, notebooks and mobile devices, software, and netcomm products. Management said customers advanced investments in infrastructure modernization, cloud, and AI-enabled technologies. CDW reported that organizations are moving from AI exploration toward scaling practical AI use cases, increasing demand for partners able to integrate solutions across the technology stack.

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