PC Connection (CNXN) earnings call transcripts

Management framed the quarter as durable AI-led modernization, while acknowledging pull-ins, uneven monthly demand, and supply-chain timing could temper third-quarter comparisons.

Management framed Q1 as disciplined, resilient execution, while warning memory inflation and customer timing could temper second-half momentum.

Management framed 2026 as a solutions-led, AI-driven growth year, with public-sector timing and memory constraints limiting near-term visibility.

Management framed the quarter as stronger than revenue suggested, with solution mix supporting margins while public-sector timing remained the key uncertainty.