CDW · Earnings call · 2026Q2T · Full report

Distribution Channels and Partnerships

CDW Corp · 2026-08-05 · Importance 31 · Surprise 42

AI labs are increasingly viewing the channel as an ally and strong route to market after initially assessing its value. CDW has seen progress in partner programs, relationships and investment from AI labs seeking to bring capabilities to customers. The mid-market is a significant scale opportunity for these partners, and CDW's vertical customer segments are also attractive. CDW's position between technology partners and customers supports adoption and consumption across infrastructure, cloud and AI services.