Thread regarding CDW layoffs

• Exceptional Value

Trusted adviser
Ahead of the curve
Thanks for the new vacation house-

LOL! Sounds about right.

"I will be ok because of my position "

You sure about that?

The numbers still reflect the bad news the poster mentioned before. The layoffs were planned for the second quarter before the end of the year and someone I know at the highest level confidentially told me they are still happening. So all of you are right. I will be ok because of my position but a larger percent will be exited and not just low performers but higher compensated people in many departments,

IF= ([net KPI]<[target net OPI],IF([net KPI]<[minimum KPI],”You’re performance isn’t meeting expectations. You need to work on “+[low performance metrics],”You’re doing okay, but I think you can improve. You need to work on “+[low performance metrics]),”good job champ! Keep up the good work”)

Good job CDW team. Take well-deserved kudos. Solid earnings improvement, however 2 drivers of near-term layoffs are visible in the numbers. First is the lower gross margins which will drive more netted down acquisition types like Mission Cloud at the expense of CDW home-teams, second is the huge jump in S&A from $718M to $746M on $50M reduction in gross profit. This means CDW will need to cut approximately $40-$50M out to get to the performance levels needed for $240-$250$ share price range to buy all the execs a new Volvo, or increase sales by 3-4% which is not very likely. If you are a low performer or in a duplicative or non-essential, or on a team that will likely be replaced by acquisition or outsource you should probably look, and jump, as the market remains very competitive. Cuts almost a certainty in March or April like the poster below said. The wild-card is that Orange Man may start cutting taxes on capex again, which is very positive for CDW. Finally, watch NSIT tomorrow for more clues. Is it the Market shifting, or is it CDW performing well? Either way, Chris happy and her team of industry-leading d-mb-d-mbs are safe for now. Big red happy-glasses for reading the company messages this week, and a hatchet under her desk.

Reuters - CDW on Wednesday beat Wall Street estimates for the fourth quarter, helped by growing demand for its IT solutions, as small- and medium-sized businesses continue to spend on the company's services.

Get ready for the next round here in March/April.

It’s Evil Elon’s fault!

• freeze of government spending
• no, people haven’t figured out that we just resell other people’s products and services with no value add
• new investments by the company in India

We’re executing on our 3-Part Strategy lol

Exceptional Value
Trusted adviser
Ahead of the curve
Thanks for the new vacation house

It's like a teenager making excuses yet parents can read the bull

Economic headwinds

New administration impacting government spending
Uncertainty around taxes
changing remote work rules

1. The interest rates need to come down further. 2. Tarriffs are affecting x. and , if punting from 60 yards with a specially made shoe. 3. DEI