10-Q · latest 10
What CDW's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 7 signals
Cash conversion cycle worsened to 21 days from 16 days year-over-year
The company's cash conversion cycle has increased by 5 days, indicating cash is being tied up longer in operations.
Customer shift to multi-year software deals strains working capital, increasing DSO.
CDW reports that a customer trend towards multi-year software purchases is increasing unbilled receivables and Days Sales Outstanding (DSO).
software
Entered new product financing arrangement in Q2 2026 to ease working capital strain
In response to working capital challenges, CDW established a new financing program with a third party to fund hardware procurement.
Facing supply chain cost increases and capacity limits due to AI workload demand
CDW has identified that high demand for AI-related hardware is creating supply chain disruptions, including capacity limitations and cost increases.
artificial intelligence
Company flags supply chain disruption risk due to heightened demand for AI workloads.
CDW explicitly identifies potential supply disruptions, capacity limitations, and cost increases from its suppliers as a material risk, specifically linking it to the surge in demand for AI hardware.
artificial intelligence
CDW launched a new product financing arrangement in Q2 2026 to ease hardware procurement.
To mitigate working capital strain for a large customer hardware deal, CDW created a new financing program with a third-party intermediary.
hardware
- SEC EDGAR
10-Q
Filed · 8 signals
CDW expects customer spending to be concentrated on operational efficiency and cost reduction projects, specifically data center modernization, cloud adoption, security, and networking infrastructure refreshes.
data center modernizationcloud solutionssecuritynetworking infrastructure
Cloud and SaaS solutions sales grew 12.3% in Q1, driving strategic focus
CDW's revenue from cloud-based solutions and software-as-a-service (SaaS) increased 12.3% year-over-year.
12.3%
Year-over-year increase in net sales from cloud-based solutions and software as a service
cloudsoftware as a service
Shift to multi-year software deals strains working capital and increases DSO from 86 to 96 days
A customer shift to multi-year software purchases is increasing Days Sales Outstanding (DSO) and creating unbilled receivables, complicating cash flow management.
software
CDW warns of supply chain disruptions from high demand for AI workloads.
This poses a risk to project timelines and margins, creating a need for supply chain diversification, better forecasting, or alternative solutions.
artificial intelligence
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CDW earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Company-wide initiative to embed AI into core operations for productivity.The CEO announced a strategic, company-wide evolution to embed AI into the core of operations to drive productivity and efficiency. Specific use cases mentioned include conversational AI on their website and intelligent agents for presales qualification, creating a clear opportunity for AI and automation vendors. | |
| Embedding AI internally to drive productivity and efficiencyCDW is actively implementing a company-wide AI strategy, using tools like conversational AI and intelligent agents to enhance product discovery, streamline presales, and improve overall service quality. This indicates they are an active buyer of AI platforms and automation technologies for internal use. | |
| Actively evaluating M&A to accelerate growth strategy.M&A is an explicit capital allocation priority for driving shareholder value and accelerating the company's growth strategy. This creates opportunities for advisory services and technology vendors that specialize in post-merger integration. | |
| New leader appointed in the strategic services division.A new leader has been appointed in the services division, a key area for growth and investment. Leadership changes in strategic departments often trigger reviews of existing processes, tools, and vendor relationships, creating new sales opportunities. | |
| Reducing headcount to improve cost leverage and efficiencyCDW's total coworker count is down both year-over-year and quarter-over-quarter, indicating a clear focus on cost control and operational efficiency. Such reductions often trigger reviews of existing vendor contracts and a search for more cost-effective tools and services. | |
| Driving operational efficiency and cost leverage amid headcount reduction.The company is focused on improving its efficiency ratio and gaining cost leverage from operations, which is coupled with a slight year-over-year headcount reduction. This indicates a receptiveness to solutions that can automate tasks and provide a strong, demonstrable ROI. |
Signal API · MCP
Track CDW with the Signal API
One POST /v1/companies/enrich call with cdw.com returns CDW 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"cdw.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Questions about CDW 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .