Earnings Call Summary | CDW Corp(CDW.US) Q1 2024 Earnings Conference
Earnings Call Summary | CDW Corp(CDW.US) Q1 2024 Earnings Conference
The following is a summary of the CDW Corporation (CDW) Q1 2024 Earnings Call Transcript:
以下是CDW公司(CDW)2024年第一季度業績電話會議記錄的摘要:
Financial Performance:
財務業績:
CDW Corporation reported gross profit of $1.1 billion in Q1 2024, down 2% from the previous year.
Non-GAAP operating income was $404 million, a decrease of 7%, and non-GAAP net income per share was $1.92, down 6%.
The company's net sales totaled $4.9 billion, a 4.5% decrease compared to the same period in the previous year.
Despite a marginal decrease in net sales, CDW's gross margin increased to 21.8%.
CDW Corporation報告稱,2024年第一季度毛利爲11億美元,比上年下降2%。
非公認會計准則營業收入爲4.04億美元,下降7%,非公認會計准則每股淨收益爲1.92美元,下降6%。
該公司的淨銷售額總額爲49億美元,與去年同期相比下降了4.5%。
儘管淨銷售額略有下降,但CDW的毛利率仍增長至21.8%。
Business Progress:
業務進展:
CDW focuses on strategic AI services and optimization efforts which resulted in a 6% increase in their 'netted down' revenues category, demonstrating 35.1% of their gross revenue.
Customers' demands in areas like cloud, security and SaaS solutions are strong.
CDW promises its strong position in the market due to its ability to customize solutions based on customers' needs, infiltrating AI and cloud adoption.
CDW expects customer activity to stabilize and possibly increase over the coming quarters, forecasting low single-digit gross profit growth for 2024 and a gross margin similar to the full year of 2023.
CDW maintains optimism about leveraging AI business owing to their deep vertical expertise.
Clients express growing attention to supply chain issues and evolving interest in AI PCs.
CDW sees a continuous durability of revenue despite the changes in gross margins and gross profit.
CDW專注於戰略人工智能服務和優化工作,這使其 “淨減少” 收入類別增長了6%,佔其總收入的35.1%。
客戶在雲、安全和SaaS解決方案等領域的需求非常強勁。
CDW承諾其在市場上的強大地位,因爲它能夠根據客戶需求定製解決方案,滲透到人工智能和雲採用中。
CDW預計,未來幾個季度客戶活動將穩定並可能增加,預計2024年的毛利增長將保持在個位數的低水平,毛利率將與2023年全年相似。
由於其深厚的垂直專業知識,CDW對利用人工智能業務保持樂觀態度。
客戶表示越來越關注供應鏈問題,對人工智能電腦的興趣也與日俱增。
儘管毛利率和毛利潤髮生變化,CDW仍認爲收入將持續增長。
More details: CDW Corp IR
更多詳情: CDW Corp IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。